Medical Coding (Day1)
 
EDRM Module 1 – Introduction to EDRM
  • Introduction to EDRM
  • Business drivers
  • Terminology
  • Using ISO 15489, DoD 5015.2 and MoReq2
  • Key EDRM concepts including when information becomes records
  • Records management principles
  • Records lifecycle

EDRM Module 2 – Creating and Capturing Records
  • Types of records
  • Determining what to capture
  • Purpose, process and sources of electronic records
  • Approaches to capture including manual, automated and bulk import
  • Capturing and managing physical records
  • Challenges in managing physical records

EDRM Module 3 – Metadata
  • Metadata concepts and standards using ISO 23081
  • Types of records-related metadata & metadata sources
  • Computer application/system generated
  • Applying metadata to records (Manual, Automated, Inheritance)
  • Automated metadata collection

EDRM Module 4 – Introduction to Classification
  • Introduction to classification
  • Classification concepts
  • Why classification matters
  • Purpose of classification scheme
  • Purpose of a file plan
  • Purpose of a records retention schedule
  • Classification approaches
  • Deployment
  • Classification categories
  • Auto-categorisation
  • Organizational taxonomy

EDRM Module 5 – Developing Classification Tools
  • The records inventory
  • Objectives
  • Developing a classification scheme
  • Guidelines
  • Characteristics
  • How to develop retention schedule

EDRM Module 6 – Classifying Records
  • Challenges and issues
  • How to classify records
  • Auto-categorisation
  • Approaches
  • Tagging and folksonomies
  • Recommendations and best practices

EDRM Module 7 – Search, Retrieval and Presentation
  • Introduction
  • Search and retrieval concepts
  • Different search approaches
  • Presentation and rendition
  • Record viewers
  • Annotation and redaction
  • Concerns

EDRM Module 8 – Controls and Security
  • Governance
  • Characteristics of authoritative records
  • Security and access controls
  • Objects of user access rights
  • Audit Trails
  • Importance of audit trails
  • Encryption and digital rights management (DRM)
  • Encryption issues
  • Impact of DRM on EDRM
  • DRM issues

EDRM Module 9 – Retention and Disposition
  • Retention and disposition
  • Key factors
  • Applying retention periods
  • Exporting and transferring records
  • When and how
  • Destruction of records
  • Destroying physical records
  • Destroying electronic records
  • Post-disposition considerations

EDRM Module 10 – Records Management Technologies
  • Managing records without and EDRMS
  • Share drive issues
  • Local file storage issues
  • Technology options
  • Impact of EDRM on IT infrastructure
  • Records management applications
  • Enterprise content management (ECM) systems
  • Basic content services
  • Compliance solutions
  • Implementation models
  • Application server model
  • Appliance model
  • Hosted solution
  • Client/Plug-in
  • Software certifications

EDRM Module 11 – Electronic Records Storage
  • Storage concepts
  • Storage, backup and archives
  • Storage technologies
  • Magnetic disk storage
  • Optical storage
  • Solid-state storage
  • Enterprise storage
  • Selecting the appropriate storage technology
  • Regulatory considerations
  • Vendor considerations

EDRM Module 12 - Digital Preservation
  • Introduction to preservation
  • Physical preservation principles
  • Electronic preservation principles
  • Risk factors and issues
  • Time
  • Access Frequency
  • Complexity
  • Volume
  • Approaches to preservation
  • Technology preservation
  • Emulation
  • Migration
  • Analogue preservation
  • The migration plan