Course Methodology

This course uses a combination of presentations, group discussions, case studies and exercises based on real life situations. 

Course Objectives

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

• Explain how Document Control and Records Management fits within the business objectives and environment of their organizations.
• Apply key Document Control and Records Management concepts and techniques to organizing and managing documents and records.
• Describe the most common reasons for poor document control, and how to improve the process.
• Explain the process of planning and implementing a Document Control Records Management (DCRM) solution.
• Apply best practice, yet key standards to Document Control and Records Management.

Target Audience

This course is designed for anyone from administration to management, with full or some responsibility, at a corporate and operational level, for document and records management, document control, compliance and information governance.

Target Competencies

• Risk analysis
• Document process analysis
• Knowledge of relevant standards
• Document identification
• Managing document registers

Foundations of Document Control

• Understanding document control fundamentals
• Analyzing standards related to document control
• Identifying the important elements of document control
• Managing deliverables for your projects
• Document identification
• Document types
• Templates
• Transmittals

Implementing Document Control

• Ensuring quality
• Quality standards
• Procedures and specifications
• Roles and responsibilities
• Document distribution
• Document control systems

Records Management Techniques

• Records management lifecycle
• Capture
• Classification
• Metadata
• Collaboration
• Searching
• Retention, Archiving and Disposal

Planning for Document Control and Records Management

• Drivers for document control and records management
• Standards and guidance
• Regulations
• The business case
• Risk analysis

Implementing Document Control and Records Management

• Designing a DCRM solution
• Requirements for a solution
• Selecting and implementing a DCRM system
• Migration
• Business as usual