Basic Document Control and Records Administration

Introduction

Document Control and Records Management course is designed to deal mainly with important information related to document creation, maintenance, and control of documents, papers and main records that support the various activities of the organization.

 This course aims to familiarize participants with the skills of establishing scientific foundations and planning in advance of the process of handling these documents and the appropriate mandates related to them, according to a well-studied hierarchy. The course also aims to introduce participants to how to identify the risks associated with them historically, financially, and administratively. The course also provides guidance to the participants, observers and auditors, on how to preserve these documents and records from fraud and misuse.

Objective:

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.

Training Methodology

The Course will be highly participative and will include a wide range of methods including presentations, discussions, videos, case studies and exercises. Where appropriate, these will include real issues brought to the Course by delegates.

This interactive training course includes the following training methodologies as a percentage of the total tuition hours:

• 30% Lectures, Concepts, Role Play
• 30% Workshops & Work Presentations, Techniques
• 20% Based on Case Studies & Practical Exercises
• 20% Videos, Software & General Discussions
• Pre and Post Test

Who Should Attend?

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.

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

Schedule

• 08:30 – 10:15 First Session

  10:15 – 10:30 Coffee Break

  10:30 – 12:15 Second Session

  12:15 – 12:30 Coffee Break

  12:30 – 14:00 Third Session

   

Fees

The Fee for the seminar, including instruction materials, documentation, lunch, coffee/tea breaks & snack is:

        5.250 USD$ : LONDON 

• 5.250 USD$ : SINGAPORE

  4.250 USD$ : ISTANBUL 

  4.250 USD$ :AMMAN

  4.750 USD$ : KUALALUMPUR

  3.750 USD$ : KUWAIT 

  3.750 USD$ : MUSCAT