Document Control and Records Management
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Document Control and Records Management Course
Introduction:
Effective document control and record management are vital components of identity and access management, as they safeguard sensitive documents from unauthorized exposure. Additionally, they facilitate streamlined access for authorized individuals by enabling efficient searching, locating, and retrieval of both archived and active documents.
This comprehensive course is designed to provide participants with a solid comprehension of Document Control and Records Management principles. It equips Document Controllers, Records Managers, and other staff members with the necessary skills to enhance document control throughout the organization. By leveraging best practices, time-proven methodologies, and effective techniques, participants will learn how to implement key document control methods and develop improvement plans. Furthermore, they will gain an understanding of the broader information management issues and challenges that impact document control.
This course takes a practical and hands-on approach, covering the best practices of Document Control. It delves into all the essential components, core expert topics, and activities associated with the profession. Through active participation and practical exercises, participants will acquire the knowledge and tools required to excel in the field of Document Control, contributing to the efficient management of critical documents within their organizations.
Course Objectives:
By the end of the Document Control and Records Management, participants will be able to:
- Explain how Document Control and Records Management fit 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 are 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 Outlines:
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.