Document Control Management

Overview:

Introduction:

Efficient document control is essential for organizations to manage workflows, ensure compliance, and safeguard critical information. Proper handling of documents minimizes risks, enhances operational transparency, and supports regulatory requirements. This training program equips participants with the knowledge and strategies needed to establish structured document control systems, ensuring accuracy, accessibility, and security in record management.

Program Objectives:

By the end of this program, participants will be able to:

• Identify key principles and industry standards in document control management.

• Gain the required skills to establish classification, version control, and security protocols for document handling.

• Evaluate compliance risks associated with document storage and retention policies.

• Develop secure archiving and retrieval strategies for organizational efficiency.

• Analyze emerging trends in digital document management and automation.

Target Audience:

• Document Control Officers.

• Project Managers.

• Administrative Staff.

• Records Managers.

• Compliance Officers.

Program Outline:

Unit 1:

Core Principles of Document Control:

• The role of document control in organizational efficiency and compliance.

• Key phases of the document lifecycle.

• Classification and organization methods of documents based on sensitivity and access levels.

• Industry standards and practices including ISO 9001 and ISO 15489.

• Legal and regulatory considerations in document management.

• Common challenges and solutions in maintaining document control.

Unit 2:

Document Security, Access Control, and Compliance:

• Key activities for establishing secure document access and authentication measures.

• Version control strategies to track changes and maintain accuracy.

• Secure sharing protocols for internal and external document distribution.

• Compliance risks associated with improper document management.

• Internal audits and monitoring processes for document control effectiveness.

Unit 3:

Retention, Archiving, and Future Trends in Document Control:

• Frameworks for developing retention policies based on legal and business needs.

• Archiving strategies for structured and long-term document storage.

• Secure disposal methods and data protection regulations.

• Risk assessment strategies for document security and integrity.

• Role of automation and AI in document control processes.

• Continuous improvement approaches in document management.