Document Control and Records Management Specialist

Introduction:

Managing the ever-increasing volume of documents and records is a significant challenge. This Document Control and Records Management Specialist course is designed to teach you how to effectively categorize, manage, store, preserve, and deliver documents and records in alignment with business processes. You will explore the key components of ISO 15489 to ensure compliance with best practices in records management.

This comprehensive course will guide you through the complexities of organizing mission-critical documentation.

Align your skills with industry standards such as ISO 15489 for records management and ISO 27001 for information security to ensure your organization’s data resources are secure and compliant.

Learn to manage both paper-based and electronic records, enhance your understanding of best practices, and get acquainted with the latest technologies.

Objectives:

By the end of this Document Control & Records Management course, participants should be able to:

• Understand the document and record life cycle.
• Comprehend the ISO 15489 standard for records management.
• Implement a record-keeping system aligned with ISO 15489.
• Develop a comprehensive plan for document and records management.
• Utilize workflows, business processes, and collaboration tools to manage information and content.
• Evaluate industry-leading solutions.
• Efficiently use metadata, classification schemes, and retention plans.
• Navigate applicable legislation, standards, and regulations.
• Establish efficient search and retrieval systems.
• Set up proper access controls and security measures.
• Create reliable audit trails through secure storage models and technologies.

Training Methodology:

• Lectures by experts
• Interactive case studies
• Group discussions
• Real-world simulations
• Peer reviews and feedback sessions
• Software demonstrations and training courses

Course Outline:

Unit 1: Strategy and Understanding Key Elements of Documents and Records Management Compliance

• Introduction to Document and Records Management
• ISO 15489 Part I and II Overview
• Developing a Business Case and Drivers
• Business Requirements for Managing Documents and Records
• Managing Information as an Asset
• Understanding Key Terminology
• Document and Record Management Strategies
• Gaining Insight into Information Governance

Unit 2: Concepts & Setup Components

• The Lifecycle of Documents and Records
• Capture and Storage Management
• Storage and Handling
• Preservation and Archiving
• Metadata Indexing
• Classification Schemes and Their Importance
• Search and Retrieval Techniques
• Implementing Controls and Ensuring Safety
• Legislation, Standards, and Regulatory Compliance

Unit 3: Process and Delivery

• Data Collection, Auditing, and Survey Techniques
• Building a Compelling Business Case
• Elicitation of Business Requirements
• In-depth Study of ISO 15489 Part I
• Establishing ISO 15489 Policies
• Division of Responsibilities and Authorities
• Writing Procedures with Guidelines
• Utilizing a Business Classification Scheme
• Understanding IT Infrastructure Details
• Model Office Preparation and Rollout Strategy

Unit 4: Implementation Planning

• Detailed Implementation Planning
• In-depth Exploration of ISO 15489 Part II
• Designing Specialized Systems for Record-Keeping
• Integrating Record Management into Business Systems and Processes
• Conducting Compliance Monitoring through Information Audits
• Proper Framing of Projects and Programs

Unit 5: Compliance and Security

• Data as a Basic Asset of the Enterprise
• Management of Data Architecture
• Management of Data Quality
• Management of Metadata
• Data Security and Warehousing Management