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Administration and Secretarial

Document Control and Records Management

On this Document Control and Records Management course, participants will uncover the root causes of inefficient documentation processes, deepening their understanding of their impact on workflows. Armed with these insights, participants will delve into a meticulously curated set of best practices, enabling them to design cost-effective, forward-looking corporate strategies. By embracing these practices, participants will lead the transition toward paperless offices, not only saving resources but also safeguarding document integrity and positioning their organizations for the future. Drawing insights from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses, participants will be equipped to guide their organizations through transformation with confidence.

Rome - ItalyAdministration and Secretarial
Course schedules
Upcoming dates Classroom
Start date End date Location Fee Registration
Rome - Italy
€2,125 + VAT
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Barcelona - Spain
€1,925 + VAT
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Kuala Lumpur - Malaysia
€1,400 + VAT
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Frankfurt - Germany
€1,625 + VAT
→
Barcelona - Spain
€1,925 + VAT
→
Rome - Italy
€2,125 + VAT
→
Barcelona - Spain
€1,925 + VAT
→
Paris - France
€2,250 + VAT
→
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19 - 23 October 2026 €1,050 + VAT → 19 - 23 October 2026 €1,050 + VAT → 2 - 6 November 2026 €1,050 + VAT → 2 - 6 November 2026 €1,050 + VAT → 21 - 25 December 2026 €1,050 + VAT → 21 - 25 December 2026 €1,050 + VAT → 18 - 22 January 2027 €1,050 + VAT → 15 - 19 February 2027 €1,050 + VAT →

Why Attend

On this Document Control and Records Management course, participants will uncover the root causes of inefficient documentation processes, deepening their understanding of their impact on workflows. Armed with these insights, participants will delve into a meticulously curated set of best practices, enabling them to design cost-effective, forward-looking corporate strategies. By embracing these practices, participants will lead the transition toward paperless offices, not only saving resources but also safeguarding document integrity and positioning their organizations for the future.

Drawing insights from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses, participants will be equipped to guide their organizations through transformation with confidence.

Course Objectives
  • Recognize underlying factors contributing to inefficiencies within the documentation process
  • Use proven methods to introduce a cost-effective and future-proof corporate strategy for documentation that helps achieve a paperless office
  • Coordinate the processes of change management related to documentation, using knowledge from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses
  • Develop a comprehensive understanding of significant technical documentation cases from multiple viewpoints
  • Create and implement a documentation project process from initiation to completion following established procedures
Designed for

This program is intended for professionals involved in Administration and Secretarial.

  • This course is designed for anyone who is required to implement and handle any type of documents; including, but not limited to, procurement, operational, administrative or legal documents.
Course Methodology

This interactive course uses instructor led presentations, videos and group work to explain key document control concepts.

Course content
Day1

Setting procedures, templates and standard forms

  • Electronic Document Management System (EDMS) recommendations and implementation according to ISO standards
  • Establishing a Document Management System, including the creation, review, approval, saving, and publishing of internal documents
  • Creating a process map, effective procedures, and work instructions
  • Training departmental staff and train the trainer
Day2

Document control requirements

  • Challenging existing or legacy Document Management Systems
  • Maintaining and retaining project and engineering documentation
  • Reviewing the structure and components of a Data library
  • Indexing and document numbering
Day3

Going paperless

  • EDMS recommendations; in house or off the shelf application advantages and disadvantages
  • Benefits of establishing a Document Control System
  • Going paperless from start to finish
  • Meeting contractual obligations and stakeholder requirements
  • Revision control, design changes and markup
  • Project safekeeping of legacy documents and archiving solutions including data loss prevention
Day4

Document control policies and procedures

  • Standardized document management
  • Developing a document control policy
  • Implementing a document access policy
  • Creating multiple degrees of control for different types of documents
  • Tracking document versions
  • Creating document retention policies
Day5

Document storage

  • Creating a central storage site for documents
  • Creating levels of control for different types of documents
  • Providing a mechanism to track document versions
  • Using a consistent naming convention for documents
  • Ensuring all stakeholders understand the policy and its scope
  • Retrieving and archiving documents
  • Day 6: Quality and compliance
  • Improving data quality
  • Enhancing compliance
  • What is information management?
  • Implementing automated processes for data sharing
  • Defining a process for capturing information
The certificate

SPARK Training Certificate of Completion is awarded to participants who attend and complete the full training course.

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