Document Control and Records Management

Objectives

By the end of this course delegates will be able to:

To understand document and records management lifecycle

To understand ISO 15489 records management standard

Review how to implement a records management system based on ISO 15489

Help create business case and requirements for the selection and procurement of document and records management

Create a document and records management plan of action to implement in their organization and learn from best practice implementations and case studies

Concepts for managing information and content, such workflow, business process and collaboration

Review industry leading solutions and vendors in this marketplace
Using metadata, business classification scheme, taxonomy and setting retention plans

Lean about legislation, standards and regulation

Set up search and retrieval

Setting up access controls and security

Develop storage models, audit trail and storage technologies

Participants

Professionals and leaders who wish to learn more about document management strategies for improving organisational efficiency

Personnel moving into leadership roles to embrace better controls for managing paper and electronic documents

Information security professionals

Document controllers and administrators

Document and Records Management personnel

Document Management Supervisors

Suppliers, Solution Providers and Vendors

Users of Document and Records Management

Personnel seeking to enhance their skills

IT Management

Technical staff

Contents 

Strategy and understanding key elements of Documents & Records Management Compliance :

Introduce document and records management

ISO 15489 Part 1 and Part 2 overview

Business case and drivers

Business requirements for managing document and records

Managing information as an asset

Understanding the terminology

Document and records management strategies

Information governance

Concepts and set up components :

Document and records lifecycle

Capture and storage management

Storage and handling

Preservation and archiving

Metadata and indexing

Classification schemes

Searching and retrieving

Controls and security

Legislation, standards and regulation

Process and delivery :

Information gathering: audit and survey

Building a business case

Business requirements

ISO 15489 Part 1 :

How to set ISO 15489 policies and standards

Assigning responsibilities and authorities

Establishing procedures and guidelines

Business classification scheme

IT infrastructure details

Model office and rollout

Implementation Planning :

Implementation planning

ISO 15489 Part 2 :

Designing, implementing and administering specialized systems for managing records

Integrating records management into business systems and processes

Information audit: monitoring compliance

Project and programme planning

Time : In the morning

Language : English & Arabic

Fees : 2850 $

Daily schedule