Advanced Document Control & Record Management

Course Properties

Course date: 12-11-2017
Course End Date: 16-11-2017
Location Cairo

Course Description

This program covers advanced strategies, tools, and technologies used to capture, categorize, manage, store, preserve (archive), control and deliver vital business records in support of business processes. In this program you will learn how to:

  • Understand advanced records controls and management policies, procedures and standards including ISO15489 and ISO27001
  • Develop key strategies for meeting compliance, legal and audit requirements
  • Create records control management business tools like electronic file plan, retention and disposal rules, security rules, archiving, confidentiality and privacy
  • Link how records management systems and implement across your organization
  • Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with records management and information security

Course Objective

  • To understand advanced records controls management policies, procedures, standards including information security standards
  • To understand ISO 15489 records management standard
  • Review how to implement a records management system based on ISO 15489
  • Business case and requirements for the selection and procurement of document and records management
  • Learn advanced concepts for managing information and records, such as workflow, file plan, archiving, auditing, compliance and version control
  • Using metadata, business classification scheme, taxonomy and setting retention plans
  • Learn how to implement legislation, standards and regulation
  • Setting up access controls and security procedures
  • Develop storage models, audit trail and storage technologies

This course is designed for:

  • 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

Training Methodology

Participants will learn by active participation during the program through the use of a wide variety of instructional techniques. There will be group exercises to allow for a “hands on” approach to learning. Case studies will be utilized to present “best practices” approaches. In addition there will be in depth discussion of critical success factors.

Course Contents:

DAY 1 - Strategy and understanding key elements of Documents & Records Management Compliance

  • Introduce document and records management
  • Business case and drivers
  • Creating business requirements
  • Managing information assets
  • Understanding the terminology
  • Document and records management strategies
  • Information governance

DAY 2 - Concepts and set up components

  • Document and records lifecycle
  • Capture, store and management
  • Preserve and archive
  • Presentation and delivery
  • Metadata and indexing
  • Classification schemes
  • Searching and retrieving
  • Controls and security
  • Legislation, standards and regulation

DAY 3 - Process and delivery

  • Information 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
  • Best Model office Records Management

DAY 4 - 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 program planning

DAY 5 - Case Studies

  • Introduction to case studies
  • Group 1 – Strategy: Developing a business case
  • Group 2 – Concepts: Training and awareness program
  • Group 3 – Process: Developing policy and standards