Document Control and Records Management

This course provides a strong understanding of the concepts of Document Control and Records Management and develops the requirements to help Document Controllers, Records Managers and other staff improve the control of critical documents across the organization. 

Using best practice and time-proven methodologies and techniques, the course enables participants to understand and implement key document control methods and improvement plans, and to understand the impact of wider information management issues and challenges.

This course covers the best practices of Document Control with a very practical and hands-on approach, and it goes through all the components, the core expert topics, and activities of the profession.

Document control and record managment should play an important role in identity and access management by protecting sensitive documents from exposure to the wrong parties. They should also support simplified access when needed by allowing authorized parties to quickly search, find, and retrieve archived and active documents.

Objectives
By the end of theDocument Control and Records Management, 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.

Who Should Attend?
Document Control and Records Management 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.

Course Outline

Day 1
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.

Day 2
Implementing Document Control

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

Day 3
Records Management Techniques

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

Day 4
Planning for Document Control and Records Management

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

Day 5 
Implementing Document Control and Records Management

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