Advanced Documents and Records Management Compliance
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Advanced Documents and Records Management Compliance Course
Introduction:
Managing documents, records, and content can pose challenges. How can you effectively capture, manage, and store documents and records within your organization? Is your approach aligned with compliance requirements, regulations, and standards?
Determining the best practices for managing emails, web pages, and electronic documents and records can be complex. How can you ensure efficient retrieval of the right documents and records when needed?
Integrating workflow and business process management with documents and records management is crucial for enhancing efficiency within your company. How can these elements work together seamlessly?
ISO 15489 serves as the international standard for records management. It aims to establish a benchmark of best practices in records management by providing methodologies, processes, and guidelines for data storage and the use of electronic records management systems.
The advanced Documents and Records Management Compliance course focuses on strategies, tools, and technologies employed for capturing, categorizing, managing, storing, preserving (archiving), and delivering documents and records in support of business processes. Additionally, the course addresses the fundamental components of ISO 15489, enabling organizations to achieve compliance with industry best practices.
Course Objectives:
By the end of the Advanced Documents and Records Management Compliance training course, participants will be able to:
- Comprehend advanced records management policies, methods, standards including information security standards.
- Help Enhance business cases and requirements for the selection and procurement of document and records management.
- Create a records management and information security plan of action to implement in their organization and learn from best practice implementations and case studies.
- Learn advanced concepts for managing information and records, such as workflow, file planning, archiving, auditing, compliance, and version control.
- Review industry leading solutions and vendors in this marketplace.
- Using metadata, business classification scheme, taxonomy and setting retention plans
- Learn how to implement legislation, standards and regulation.
- Create advanced policies and procedures.
- Setting up access controls and security procedures.
- Develop storage models, audit trail and storage technologies.
Who Should Attend?
Advanced Documents and Records Management Compliance Course is ideal for:
- Records managers
- Document controllers
- Technical staff
- IT Management
- Document and Records Management personnel
- Document Management Supervisors
- Suppliers, Solution Providers, and Vendors
- Executives
- Users of Document and Records Management
- Personnel seeking to enhance their skills
Course Outlines:
Strategy and comprehending key elements
- Introduce advanced records management, ISO15489.
- Review information security ISO27001.
- Creating records management audit register.
- Create file plans, metadata plan, retention schedule.
- Understanding security and compliance.
Concepts and set-up components
- Business classification scheme and taxonomy.
- Document control.
- Metadata and indexing.
- Classification schemes.
- Compliance, controls and security.
- Legislation, standards and regulation.
IT Process and delivery
- Review IT records management systems.
- Review ECM systems.
- Scanning and legal issues.
- Archiving and retention requirements.
- Digital signatures.
Implementation Planning
- Implementation planning.
- Setting up controls for ISO15489 and ISO27001.
- Creating policies and procedures.
- Creating a records management action plan.
Case Studies
Introduction to case studies
- Group 1 – Strategy.
- Group 2 – Concepts.
- Group 3 – Process.
- Presentations
- Evaluation and discussion.