Course Description
This comprehensive 5-day course provides participants with essential knowledge and practical skills in document control and records management. Attendees will learn industry best practices, regulatory compliance, and digital tools to effectively manage organizational information assets.
Learning Objectives
- Understand fundamental principles of document control and records management
- Implement effective document lifecycle management processes
- Develop strategies for ensuring regulatory compliance and information security
- Utilize digital tools and systems for efficient document and records management
- Apply best practices for organizing, storing, and retrieving information
Course Modules
Day 1: Foundations of Document Control and Records Management
- Introduction to document control and records management concepts
- Regulatory landscape and compliance requirements
- Document lifecycle management
- Roles and responsibilities in information governance
Day 2: Document Control Processes and Best Practices
- Document creation, review, and approval workflows
- Version control and change management
- Document naming conventions and metadata
- Document distribution and access control
Day 3: Records Management Strategies
- Records classification and retention schedules
- Physical and electronic records management
- Legal holds and e-discovery processes
- Records disposal and destruction methods
Day 4: Digital Tools and Systems
- Document management systems (DMS) overview
- Electronic records management systems (ERMS)
- Cloud-based document control solutions
- Integration with enterprise content management (ECM) platforms
Day 5: Implementation and Continuous Improvement
- Developing document control and records management policies
- Training and change management strategies
- Auditing and quality control measures
- Continuous improvement and emerging trends
Practical Wins for Participants
- Create a customized document control and records management framework
- Implement effective version control and change management processes
- Develop a records retention schedule aligned with regulatory requirements
- Select and configure appropriate digital tools for document and records management
Credits: 5 credit per day
Course Mode: full-time
Provider: Blackbird Training Centre
