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.
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
Course Outline
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