Document control & records management


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.
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
    • Designing a DCRM solution
    • Requirements for a solution
    • Selecting and implementing a DCRM system
    • Migration
    • Business as usual

المواعيد المتاحة

دبى
من 23-12-2024    الى 27-12-2024