This course provides a strong understanding of the concepts of Document Control and Records Management and develops the requirements to help Document Controllers, Records Managers and other staff improve the control of critical documents across the organization. Using best practice and time-proven methodologies and techniques, the course enables participants to understand and implement key document control methods and improvement plans, and to understand the impact of wider information management issues and challenges.
Administration and Secretarial
Certificate in Document Control and Records Management (CDCRM)
This course provides a strong understanding of the concepts of Document Control and Records Management and develops the requirements to help Document Controllers, Records Managers and other staff improve the control of critical documents across the organization. Using best practice and time-proven methodologies and techniques, the course enables participants to understand and implement key document control methods and improvement plans, and to understand the impact of wider information management issues and challenges.
Upcoming dates
Classroom
| Start date | End date | Location | Fee | Registration |
|---|---|---|---|---|
| Schedule information is available on request. | ||||
Online live
Remote
Contact us for upcoming delivery dates and tailored in-house options.
- 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 and Records Management (DCRM) solution.
- Apply best practice, yet key standards to Document Control and Records Management.
This program is intended for professionals involved in Administration and Secretarial.
- This course is designed for anyone from administration to management, with full or some responsibility, at a corporate and operational level, for document and records management, document control, compliance and information governance.
This course uses a combination of presentations, group discussions, case studies and exercises based on real life situations.
Day1
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
Day2
Implementing Document Control
- Ensuring quality
- Quality standards
- Procedures and specifications
- Roles and responsibilities
- Document distribution
- Document control systems
Day3
Records Management Techniques
- Records management lifecycle
- Capture
- Classification
- Metadata
- Collaboration
- Searching
- Retention, Archiving and Disposal
Day4
Planning for Document Control and Records Management
- Drivers for document control and records management
- Standards and guidance
- Regulations
- The business case
- Risk analysis
Day5
Implementing Document Control and Records Management
- Designing a DCRM solution
- Requirements for a solution
- Selecting and implementing a DCRM system
- Migration
- Business as usual
SPARK Training Certificate of Completion is awarded to participants who attend and complete the full training course.
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