Course Overview
This Document Control Specialist training course covers the strategies, tools, and technologies used to capture, categorise, manage, store, preserve(archive), and deliver documents and records in support of business processes.
Course Objective
- To understand document and records management lifecycle
- Help create business case and requirements for the selection and procurement of document and records management
- Concepts for managing information and content, such workflow, business process and collaboration
- Learn about legislation, standards and regulation
- Review industry leading solutions and vendors in this marketplace Using metadata, business classification scheme, taxonomy and setting retention plans
Who Should Attend??
- 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
Course Outline
- Strategy and Understanding Key Elements of Documents & Records Management Compliance
- Introduce Document and Records Management
- Business requirements for Managing Document and Records
- Managing Information as an Asset
- Understanding the Terminology
- Document and Records Management Strategies
- Document and Records Lifecycle
- Capture and Storage Management
- Storage and Handling
- Preservation and Archiving
- Information Gathering:audit and survey
- Building a Business Case
- Implementation Planning
- Information Audit:monitoring compliance
Training Methodology
- Presentation & Slides
- Audio Visual Aids
- Interactive Discussion
- Participatory Exercise
- Action Learning
- Class Activities
- Case Studies
- Workshops
- Simulation