Electronic Records Governance Assurance Course

Name: Electronic Records Governance Assurance Training Course
Availability: InStock

Assure electronic-record governance, metadata, retention, disposition, holds, access, migration, audit evidence, and corrective action.

Electronic Records Governance Assurance Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Tokyo, Baku, Accra, Istanbul, Toronto, Dubai and more
Next session: 5 – 9 October 2026, Tokyo
Average fee: 5,800 €

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Electronic Records Governance Assurance Training Course

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Course Overview

Electronic Records Governance Assurance Training Course is a five-day advanced course for records managers, information-governance specialists, document-control leads, and audit staff who leave with an Electronic Records Governance Assurance Plan. Participants connect ISO 15489 and ISO 30301 principles with metadata rules, retention and disposition authorization, hold conflicts, access reviews, migration reconciliation, control sampling, measures, and corrective action. The course tests governance evidence. Electronic records governance assurance is taught by Agile Leaders Training Center.

Who Should Attend

Records governance functions responsible for policy, objectives, and lifecycle controls
Information management functions responsible for metadata and retention requirements
Document-control leadership responsible for access, holds, and disposition decisions
Technology liaison functions responsible for electronic-record migration assurance
Audit and compliance functions responsible for testing governance evidence

The course assumes participants manage electronic-record controls and leaves out introductory filing, basic EDMS use, and formal certification-auditor qualification.

Departments and Industries

The course supports electronic-records governance assurance across regulated and operational environments.

Corporate information governance and records management
Financial and professional services
Healthcare and education administration
Energy, utilities, and industrial operations
Government and nonprofit archives

Learning Objectives

By the end of this course, participants will be able to:

Analyze electronic-record governance scope, requirements, roles, and risks
Build metadata, retention, disposition, and hold-control tests
Apply access review and defensible disposal evidence methods
Use migration mapping, reconciliation, and validation controls
Evaluate performance measures, findings, and corrective actions
Build an Electronic Records Governance Assurance Plan

Course Agenda

Day 1: Governance Architecture

ISO 15489 Records Principle Map
ISO 30301 Management System Scope
Records Requirement Traceability Matrix
Governance Role and Authority Chart
Electronic Records Risk Register

Day 2: Metadata and Lifecycle Rules

Metadata Rule Test Catalogue
Retention Schedule Control Review
Disposition Authorization Matrix
Legal Hold Conflict Decision Log
Defensible Disposal Evidence Pack

Day 3: Access and Migration Assurance

Electronic Record Access Review
Source-to-Target Data Mapping
Record and Metadata Reconciliation Sheet
Migration Exception Register
Post-Migration Validation Protocol

Day 4: Measurement and Audit Evidence

Records Control Sampling Plan
Governance Evidence Index
Records Performance Measure Dictionary
Management Review Evidence Pack
Corrective Action Verification Log

Day 5: Governance Assurance Practice

Requirement Traceability Exercise
Retention and Hold Control Exercise
Migration Reconciliation Simulation
Finding and Corrective Action Review
Capstone Electronic Records Governance Assurance Plan

Practical Exercises

The course uses suggested activities based on financial services, healthcare, government archives, and industrial operations.

Suggested activity: trace business requirements to electronic-record controls and owners
Suggested activity: test retention, disposition, and hold-conflict evidence
Suggested activity: reconcile migrated records and metadata against source totals
Suggested activity: classify a finding and verify a corrective action using retained evidence

FAQs

Who does the Electronic Records Governance Assurance Training Course suit?

The course suits experienced records and assurance professionals and assumes responsibility for policy, metadata, retention, access, migration, audit evidence, or corrective action.

How does electronic-records governance assurance differ from EDMS user training?

Electronic-records governance assurance tests management-system and lifecycle controls, while EDMS user training teaches routine document capture, retrieval, versioning, and workflow tasks.

How do ISO 15489 and ISO 30301 relate to electronic records?

ISO 15489 defines records-management concepts and principles, while ISO 30301 specifies management-system requirements for records policy, objectives, operation, performance evaluation, and improvement.

What makes electronic-record disposal defensible?

Defensible disposal uses approved retention rules, verified eligibility, hold checks, authorized decisions, controlled execution, exception handling, and retained evidence of what was disposed and why.

How is an electronic-record migration assured?

Migration assurance uses defined scope, source-to-target mapping, preserved metadata links, reconciled counts, exception records, usability and integrity checks, access validation, and approval evidence.

Conclusion

Participants take back an Electronic Records Governance Assurance Plan linking requirements, roles, metadata, retention, disposition, holds, access, migration, evidence, measures, and corrective action. The plan replaces isolated checks with a structured assurance cycle. It helps records leaders demonstrate control design, identify governance gaps, and verify that corrective action addresses the supporting evidence.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 61-76 of 76 events

Location	Dates	Duration	Mode	Price
Barcelona	Week 30, 2027 26 – 30 July 2027	5 Days	Onsite	€5,700
Chicago	Week 30, 2027 1 – 5 August 2027	5 Days	Onsite	€12,000
Amsterdam	Week 31, 2027 2 – 6 August 2027	5 Days	Onsite	€5,700
Montreux	Week 32, 2027 9 – 13 August 2027	5 Days	Onsite	€7,500
Paris	Week 33, 2027 16 – 20 August 2027	5 Days	Onsite	€5,700
San Diego	Week 33, 2027 16 – 20 August 2027	5 Days	Onsite	€14,000
Frankfurt	Week 34, 2027 23 – 27 August 2027	5 Days	Onsite	€5,700
Abu Dhabi	Week 35, 2027 30 August – 3 September 2027	5 Days	Onsite	€4,700
Athens	Week 36, 2027 6 – 10 September 2027	5 Days	Onsite	€6,700
London	Week 37, 2027 13 – 17 September 2027	5 Days	Onsite	€5,700
Berlin	Week 37, 2027 13 – 17 September 2027	5 Days	Onsite	€5,700
Vienna	Week 38, 2027 20 – 24 September 2027	5 Days	Onsite	€5,700
New York	Week 38, 2027 20 – 24 September 2027	5 Days	Onsite	€12,000
Cairo	Week 39, 2027 27 September – 1 October 2027	5 Days	Onsite	€4,100
Amsterdam	Week 39, 2027 27 September – 1 October 2027	5 Days	Onsite	€5,700
Barcelona	Week 40, 2027 4 – 8 October 2027	5 Days	Onsite	€5,700

Frequently asked questions

What does this course cover?

Course OverviewElectronic Records Governance Assurance Training Course is a five-day advanced course for records managers, information-governance specialists, document-control leads, and audit staff who leave with an Electronic Records Governance Assurance Plan. Participants connect ISO 15489 and ISO 30301 principles with metadata rules, retention and dis…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Electronic Records Governance Assurance Course