LICQual Level 2 Award in Electronic Document Management

The LICQual Level 2 Award in Electronic Document Management is an intermediate-level qualification designed for individuals who already have a basic understanding of digital document handling and seek to build practical expertise. As modern organizations continue to move towards paperless operations, the need for skilled personnel in managing electronic records has grown rapidly. This course provides learners with essential knowledge and skills required to effectively manage document workflows, ensure security, and support compliance in today’s digital business environments.

This award focuses on equipping learners with a working understanding of more advanced electronic document management (EDM) functions such as document capture, version control, and workflow automation. Participants will gain insight into how professional EDMS platforms operate, including user role management, audit trails, and secure document storage. The LICQual Level 2 Award in Electronic Document Management ensures learners are capable of managing documents in ways that align with industry best practices and legal requirements.

The course content includes practical training in scanning and digitization, approval routing, and basic troubleshooting within an electronic system. Learners will explore how to protect sensitive information, prevent data loss, and apply structured methods to ensure document integrity and accessibility. They will also develop a foundational understanding of regulatory standards relevant to electronic recordkeeping, such as data protection laws and document retention policies.

Ideal for administrative staff, document controllers, and support professionals, this qualification prepares learners to confidently handle day-to-day document management tasks in a range of sectors including business, healthcare, education, and legal services. The LICQual Level 2 Award in Electronic Document Management is also a suitable progression route for those who have completed the Level 1 Award or possess equivalent experience in office administration.

By completing this award, learners will gain a competitive advantage in modern office environments where effective document control is critical to operational success. This course supports professional development by delivering practical competencies in electronic document management, positioning participants for further advancement or specialized training in records management, digital transformation, or compliance roles.

Course Overview


Qualification Title

LICQual Level 2 Award in Electronic Document Management


Total Units

6

Total Credits

6

GLH

12

Qualification #

LICQ2200477


Qualification Specification

Download Qualification Specification

To enroll in the LICQual Level 2 Award in Electronic Document Management applicants must meet the following criteria:

  • Age Requirement: Applicants must be at least 18 years old.
  • Educational Requirements: Applicants should have completed a Level 1 qualification or equivalent in a relevant field. Basic digital literacy and understanding of document handling are recommended.
  • Experience: No formal work experience is required, but prior exposure to office environments or document-related tasks will be beneficial.
  • English Language Proficiency: Learners must have English language skills at CEFR Level B1, IELTS 5.0, or an equivalent level to understand course materials and complete assessments effectively.

Qualification#

Unit Title

Credits

GLH

LICQ2200477-1

Document Capture Techniques and Scanning Processes

1

2

LICQ2200477-2

Document Version Control and Audit Trails

1

2

LICQ2200477-3

Basic Workflow and Approval Routing

1

2

LICQ2200477-4

Security and User Role Management in EDMS

1

2

LICQ2200477-5

Data Backup and Recovery for Electronic Documents

1

2

LICQ2200477-6

Legal and Compliance Aspects of Document Management

1

2

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

  1. Document Capture Techniques and Scanning Processes
    • Apply document scanning and digital capture techniques using standard hardware and software tools.
    • Understand best practices for digitizing paper records to ensure accuracy and image quality.
  2. Document Version Control and Audit Trails
    • Manage multiple versions of electronic documents using version control features.
    • Interpret audit trails to track changes and ensure document integrity.
  3. Basic Workflow and Approval Routing
    • Set up and follow basic workflow processes for document routing and approval.
    • Understand how automated workflows improve efficiency and reduce manual handling.
  4. Security and User Role Management in EDMS
    • Configure user roles and permissions to protect sensitive digital documents.
    • Apply basic security protocols to prevent unauthorized access and ensure confidentiality.
  5. Data Backup and Recovery for Electronic Documents
    • Identify methods for regularly backing up electronic records.
    • Understand procedures for recovering lost or corrupted documents in EDMS platforms.
  6. Legal and Compliance Aspects of Document Management
    • Recognize key legal and compliance requirements related to electronic records.
    • Apply basic regulatory standards for retention, privacy, and accessibility in document handling.

This diploma is ideal for:

  • Administrative professionals looking to enhance their digital document handling skills
  • Office assistants responsible for managing scanned and electronic records
  • Individuals who have completed a Level 1 EDM course and wish to advance
  • Document control personnel working in corporate or government settings
  • Clerical staff seeking to improve efficiency in document workflows
  • Support staff in healthcare, education, or legal sectors handling sensitive data
  • HR and finance assistants managing employee or financial documentation
  • Small business employees involved in digitizing and organizing records
  • Customer service representatives needing to access and update digital files
  • Entry-level IT staff supporting EDMS platforms and user access
  • Data entry professionals aiming to strengthen their document security practices
  • Individuals preparing for supervisory roles in administrative departments
  • Employees looking to better understand compliance in digital document storage
  • Job seekers aiming to improve their employability in digital office environments
  • Professionals transitioning to paperless or hybrid workplaces needing upskilling in EDM systems

Assessment and Verification

All units within this qualification are subject to internal assessment by the approved centre and external verification by LICQual. The qualification follows a criterion-referenced assessment approach, ensuring that learners meet all specified learning outcomes.

To achieve a ‘Pass’ in any unit, learners must provide valid, sufficient, and authentic evidence demonstrating their attainment of all learning outcomes and compliance with the prescribed assessment criteria. The Assessor is responsible for evaluating the evidence and determining whether the learner has successfully met the required standards.

Assessors must maintain a clear and comprehensive audit trail, documenting the basis for their assessment decisions to ensure transparency, consistency, and compliance with quality assurance requirements.

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