Course Outline - Document Imaging & Electronic Document Management
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The document details a course on digital conversion of large volumes of paper records, focusing on document imaging and electronic document management, taught by expert Ray Cunningham. Participants will learn about technologies and methodologies for implementing document imaging systems, along with the opportunity to gain CompTIA CDIA+ certification. The course covers practical aspects and the importance of effective records management, including discussions on the legal and value implications of records.
Course Outline - Document Imaging & Electronic Document Management
- 2. P.O. Box 2235, 119 Penco Street Telephone: 868-671-8173/672-7002 Lange Park, Chaguanas Fax: 868-672-7005 TRINIDAD, W.I. Email: info@lorsonresources.com 1 Course Title: DIGITAL CONVERSION OF LARGE VOLUMES OF PAPER RECORDS - Document Imaging & Electronic Document Management Course Instructor RAYMOND K. CUNNINGHAM, JR. CRM, CA, CIPP Director of Records Services/Information Security Officer University of Illinois Foundation COURSE DESCRIPTION This workshop is designed for technical and non-technical Records & Information Management staff to provide a solid understanding of document imaging systems: what they are, how they work, why they are needed, and their technologies & methodologies in systems development. Participants will also get a clear insight into the processes required to scale and build large- scale imaging/scanning applications in order to digitally convert of large volumes of paper records. DISCUSSIONS INCLUDE: • Document Imaging • Document Management (DM) TECHNOLOGY - TOOLS • Web Enabled DM Solutions • Content Management (CM) • COLD: Computer Output to Laser Disk, also known as Enterprise Report Management (ERM). • Workflow RECORDS • Records Definition • Records Management (RM) Definition • Records Management Drivers
- 3. P.O. Box 2235, 119 Penco Street Telephone: 868-671-8173/672-7002 Lange Park, Chaguanas Fax: 868-672-7005 TRINIDAD, W.I. Email: info@lorsonresources.com 2 • Records Management Applications • Legal Use of Records • Value of Records • Cost of Records • Legal Implications - The Bottom Line... BENEFITS •• RReedduuccee ccoossttss •• IImmpprroovvee sseerrvviiccee •• IImmpprroovvee aacccceessss ttoo iinnffoorrmmaattiioonn •• IImmpprroovvee ttrraacckkiinngg aaccccoouunnttaabbiilliittyy ooff rreeccoorrddss • IImmpprroovvee sseeccuurriittyy ooff iinnffoorrmmaattiioonn • Develop a disaster recovery plan • Begin business process reengineering by automating manual processes • Reduce long-term storage costs GOALS • Increased importance of - (environmental, customer service, disaster recovery, regulatory requirements) • Requirement to cut operating budget in poor economy • Enhance customer/public service • Enhance info sharing internally & externally • Provide new/faster services • Preserve historic documents • Achieve statutory/regulatory requirements more effectively • Provide document security – disaster recovery • Stimulate, creativity, motivation, loyalty
- 4. P.O. Box 2235, 119 Penco Street Telephone: 868-671-8173/672-7002 Lange Park, Chaguanas Fax: 868-672-7005 TRINIDAD, W.I. Email: info@lorsonresources.com 3 OBJECTIVES Students will gain an understanding of how document imaging can be used and managed in both small and large-scale organizations. Document imaging is the process of taking documents out of file cabinets, and off shelves, and storing them in a computer system. This course provides an understanding of the details that there is often no time to review in the rush to implement a system. The course content is intended to be useful to students in their professional work for twenty years into the future and is also intended to be useful for planning to preserve digital documents forever. CONTENT SUMMARY On this course, students will learn about the technologies involved in: • Designing/Setting standard criteria/requirements for a document imaging/management system • Scanning • Importing • Transmitting/distribution • Organizing • Indexing • Storage • Searching and retrieval • Viewing/working with electronic documents/records and Printing documents for document imaging systems, and archives. OPPORTUNITY FOR CERTIFICATION Computing Technology Industry Association (CompTIA) - CompTIA CDIA+™ Certification (See www.comptia.org). Students taking this course have an opportunity to gain accredited certification in this study discipline. The CompTIA Certified Document Imaging Architech (CDIA+) credential validates the knowledge of professionals who deliver document imaging solutions. It is a
- 5. P.O. Box 2235, 119 Penco Street Telephone: 868-671-8173/672-7002 Lange Park, Chaguanas Fax: 868-672-7005 TRINIDAD, W.I. Email: info@lorsonresources.com 4 vendor-neutral certification that proves expertise in the technologies and best practices used to plan, design, and specify a document imaging, management system. The industry recognizes CompTIA CDIA+ certification as a consistent, objective way to evaluate imaging industry professionals. Several companies that provide document imaging solutions value and support the CompTIA CDIA+ certification, including Canon, Ricoh, Konica, Kyocera, Hyland Software, Bowe, Bell & Howell, Fujitsu, Sharp, IBM and Panasonic. CERTIFICATION BENEFITS FOR EMPLOYEES & EMPLOYERS CompTIA’s CDIA+ certification is the global standard of competency and professionalism in the document imaging / management industry. Supported by a network of industry leaders, it validates a professional’s level of expertise in the technologies and best practices used to plan, design and specify a document imaging / management system. For employees, the benefits of this program include: Proof of professional achievement Enhanced job opportunities A viable career path For employers, the benefits of this program include: Uniform document imaging standards Lower training costs Customer satisfaction Maximized efficiency in recruiting, hiring and training
- 6. P.O. Box 2235, 119 Penco Street Telephone: 868-671-8173/672-7002 Lange Park, Chaguanas Fax: 868-672-7005 TRINIDAD, W.I. Email: info@lorsonresources.com 5 INSTRUCTOR’S PROFILE Ray Cunningham is manager of records services at the University of Illinois Foundation in Urbana, Illinois. He has been a records manager for over 30 years. Previously he was records manager at the University of Utah from 1980 – 1985 and founded the records management program at Dartmouth College in Hanover, New Hampshire. He was corporate records manager at the Midwest ISO, a federally chartered independent electrical transmission operator in Indianapolis, and was employed by Information International Associates in Oak Ridge, Tennessee. Ray holds two bachelor’s degrees and a master’s degree, all from the University of Utah. He is a Certified Archivist, a Certified Records Manager, a Certified Document Imaging Architech, and holds AIIM’s master certificate in Electronic Records Management and Enterprise Content Management. He is a member of ARMA International, AIIM and the Association of Information Privacy Professionals (AIPP). In 2007 he was a subject matter expert for CompTIA in the creation of the current version of the CDIA+ certification. In 2007 he received his Certified Information Privacy Professional certification. Ray regularly teaches document imaging and information privacy. Ray is a frequent consultant to corporations, universities, and local government on records retention, privacy and records best practices.
- 7. P.O. Box 2235, 119 Penco Street Telephone: 868-671-8173/672-7002 Lange Park, Chaguanas Fax: 868-672-7005 TRINIDAD, W.I. Email: info@lorsonresources.com 6 REGISTRATION FORM Course title: Location & Date of course: Name of participant: Position/responsibilities: Organisation: Telephone: Mobile: Fax: E-mail: Postal address: What kind of background in records work do you have?: How did you find out about the course?: I have read and agreed to the conditions for training course registration outlined above. Signature: Date: Authorizing officer: Name: Position: Telephone: Fax: E-mail: Signature: Date:
- 8. P.O. Box 2235, 119 Penco Street Telephone: 868-671-8173/672-7002 Lange Park, Chaguanas Fax: 868-672-7005 TRINIDAD, W.I. Email: info@lorsonresources.com 7 REGISTRATION AND PAYMENT TERMS & INSTRUCTIONS: 1. Please ensure registration forms are properly filled out and more importantly authorization/approval for registration indicated on the form before forwarding to Lorson. 2. All costs quoted are in US$. 3. Where applicable, the TT$-US$ rate of exchange shall be calculated at the prevailing bank rate. 4. Payments must be made IN ADVANCE. 5. Late payments -- 15 days and more from the date of invoice) shall incur a 15% late fee charge. 6. Companies based in Trinidad & Tobago can issue cheques payable to LORSON RESOURCES LIMITED. All other companies please complete an International Wire Transfer. The details will be included on your invoice from Lorson Resources Limited. 7. A 10% discount shall apply for groups of five (5) participants or more from one organisation. 8. The price of the course also covers morning and afternoon snack breaks, lunch, manuals/course materials and certificate. 9. PAYMENT AND REGISTRATION SUBSTITUTION POLICY Substitute participants are permitted for individuals from the same company or organization. Substitution requests must be received in writing, and validated by a supervisor, no later than 5 (five) business days before the first day of the registered program. 10. CANCELLATION POLICY Lorson Resources Limited reserves the right to cancel courses, programs, workshops or seminars at any time for any reason. The decision to cancel is at the sole discretion of Lorson Resources Limited. In the event Lorson Resources Limited cancels a program, trainees will be sent a full refund. Consequently, Lorson Resources Limited assumes no responsibility or liability for any transportation, travel, or penalty costs incurred by customers in making their travel arrangements. Neither Lorson Resources Limited nor any of its affiliates shall be liable for any direct, indirect, special, consequential, incidental or punitive damages (including, without limitation, lost profits or revenues, costs of replacement goods, business interruption and loss or damage arising out of registration for any of Lorson Resources Limited's courses, programs, workshops or seminars. ALL CANCELLATION REQUESTS MUST BE MADE IN WRITING AND MAILED/EMAILED TO: Lorson Resources Limited PO Box 2235, 119 Penco Street, Lange Park, Chaguanas, Trinidad, W.I. Registrants who cancel their registration at least 15 days prior to the first day of courses will receive a refund less a cancellation fee of 50% of course cost. ALL COURSES, PROGRAMS, WORKSHOPS, OR SEMINARS ARE NON-REFUNDABLE WITHIN 15-DAYS OF THE FIRST TRAINING DAY. All cancellations received less than 15 (fifteen) days prior to the first day of courses are non-refundable. PLEASE MAIL OR FAX THE ABOVE REGISTRATION INFORMATION TO: Lorson Resources Limited, PO Box 2235, 119 Penco Street, Lange Park, Chaguanas Trinidad, West Indies TEL: 868-671-8173 or 868-672-7002 FAX: 868-672-7005 Email: info@lorsonresources.com