Managing Electronic Records

The course has been designed to provide practical training and guidance to those responsible for the management of electronic records, including:

  • the management of records in regulated business systems (such as electronic trial master files and SharePoint sites);
  • the management of record life-cycles, including record creation and templates; and
  • the management of electronic archives.

The course covers all aspects of managing electronic records (including archiiving) and the specific regulatory requirements that apply in this area.

09:30       Welcome and Introductions

09:45       Regulatory and Legal Requirements

An examination of the current GxP regulations, guidance documents and legislation as they apply to the management of electronic records in GxP-regulated environments and archiving of those records. Reference will be made primarily to UK and EU regulations and legislation but other requirements will also be included.

10:30       Coffee

10:45       File formats and Storage Media

This session will look at the variety of electronic file formats typically used to create and retain information and their impact on the records life-cycle and records management practices. The presentation will also consider different storage media for these records and how this impacts the records manager or archivist.

11:15       Electronic Record-keeping Tools

A wide variety of electronic tools can be used to create, distribute, manage and store electronic records. This session will review the key differences and will help delegates to understand the requirements that need to be complied with for efficient and acceptable records management practice.

11:45       Electronic Mail

This session provides an overview of some of the challenges in managing electronic mail within organisations. It will provide a number of options that can be implemented to improve practices.

12:30       Lunch

13:15       Electronic Signatures

There is often much misunderstanding about different forms of electronic signatures and how these compare with traditional wet-ink signatures, particularly from a legal and regulatory perspective. This session will dispel some of the myths and provide clarity regarding what is and what isn’t acceptable in a regulated environment.

14:00       Digital Preservation – Introduction

This session builds on previous sessions to explain exactly what “digital preservation” means, why it is important to mitigate the effect of obsolescence, data loss and other risks, and an overview of the OAIS reference model for long-term record preservation.

14:45       Tea

15:00       Digital Preservation Strategies

This session provides an implementation approach and model for digital preservation. The presentation highlights the key components of a preservation strategy, including roles and responsibilities.

16:00       Archive Solutions

There are many commercial organisations that claim to offer an “archive solution” for electronic records. This session will review the different types of solution and provide an appraisal of the advantages and disadvantages of each type of solution.

16:30       Close of course


The fees for the course are £395 for non-members, with a discounted rate for paid-up SAG members of £350. To benefit from the SAG discount, please remember to enter discount code 'SAG2017' at the checkout screen. These prices are reduced by £100 for early-bird bookings: just £295 for non-members and £250 for SAG members!

Course fees include all refreshments, sandwich lunch, electronic delegate pack and attendance certificate.

The course will be run at Premier Meetings Centre, 15 Bath Road Heathrow, TW6 2AB, UK The facilities are located just outside Heathrow Airport and are located to the rear of the Heathrow Bath Road Prermier Inn Hotel.

SAG Member discount code: mer2017 (use of the code will be validated against our membership directory)


SAG members receive a £40 discount on the cost of this course but the SAG membership fee is only £60. So, if you take up SAG membership before making your booking, it will effectively only cost you £20 for the first year! So why not join SAG today.


The training course will be held at Heathrow Airport Bath Road Premier Meetings Meeting Centre. This is a commercial training centre operated by Premier Inn Hotel and is located within the Heathrow Bath Road Premier Inn Hotel, a short distance from Heathrow Airport.

The course will commence at 9:30am but you are free to arrive anytime from 8:00am when tea/coffee will be available. The adjacent hotel offers good value accommodation if you require a hotel room before or after the course. There is free parking available on site for delegates.

Heathrow Touchbase Meeting Centre - 15 Bath Road, Hounslow TW6 2AB