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IT & Digital Transformation · Professional · Corporate

EDAITD

Electronic Documentation & Archiving Skills

IT & Digital Transformation

Professional level

10 Modules

40 Topics

Corporate

In-house or live virtual

Certification

Blue Ocean Academy certificate

CORPORATE

EDAITD

Choose your enrolment option

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Tailored delivery for teams.

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Certified by
Blue Ocean AcademyBlue Ocean Academy

Corporate training terms and scheduling policies apply

About the EDAITD Program

Electronic Documentation and Archiving Skills teaches administrative and records staff how to capture, classify, store, retrieve and retain digital documents so nothing is lost and nothing is kept longer than it should be. Participants cover scanning and capture quality, naming and metadata, retention schedules, access rights, and safe disposal. Delivered in-house at your premises or live virtual for your team, using your own document types and folder structures.

What You Will Learn

  • Understand the life cycle of an electronic record
  • Apply consistent naming, indexing and metadata rules
  • Build a document classification and filing structure
  • Implement retention schedules and disposal controls
  • Manage scanning quality and digitization workflows
  • Protect confidential documents through access rights
  • Design search and retrieval routines that work
  • Measure filing accuracy and retrieval performance

What you take away

Skills You'll Build

Document classification

Metadata indexing

Retention scheduling

Digital archiving

Core Topics

Electronic Records Life CycleDocument Capture and ScanningNaming Conventions and MetadataClassification and Filing StructuresRetention and Disposal SchedulesAccess Rights and ConfidentialitySearch and Retrieval MethodsDigital Preservation BasicsVersion Control and Audit TrailsArchive Migration and Backup

Who Is This Program For?

Document controllers

Keep digital files findable and complete

Administrative staff

File and retrieve documents without guesswork

Records and archive teams

Apply retention rules with confidence

Legal and contracts staff

Protect and locate critical documents

HR and finance administrators

Handle sensitive records correctly

Department supervisors

Set filing standards for your team

What's Included?

  • Delivery at your premises or live virtual for your team
  • Naming, retention and metadata templates plus participant workbook
  • Clean up exercise on a sample of your own files
  • Blue Ocean Academy certificate of completion for each participant
Blue Ocean Academy

Blue Ocean Academy

Corporate training terms and scheduling policies apply

Course Outline

10 Modules
  • Documents, records and information assets
  • Why electronic archiving fails
  • Legal and operational obligations
  • Roles in the records process

Every participant receives a Blue Ocean Academy certificate of completion

Choose How You Learn

Showcase Your IT & Digital Transformation Expertise

Every participant receives a Blue Ocean Academy certificate that can be verified by their employer. Corporate clients receive a completion report for the whole cohort.

Digital Certificate

Verifiable Credential

Professional Recognition

Cohort Completion Report

Certificate of Achievement

Corporate training

Planning training for your team?

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