Documents Controller

Overview:

Introduction:

Document control and record management should play an important role in identity and access management by protecting sensitive documents from exposure to the wrong parties. They should also support simplified access when needed by allowing authorized parties to quickly search, find, and retrieve archived and active documents. 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.

Course Objectives:

At the end of this course, the participants will be able to:

• Explain how Document Control and Records Management fit 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 Records Management (DCRM) solution.
• Apply best practices, yet key standards to Document Control and Records Management.

Targeted Audience:

• Document Controllers
• Secretary
• Administrators
• EDMS planner in the office

Course Outlines:

Unit 1: 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.

Unit 2: DocImplementing Document Control:

• Ensuring quality.
• Quality standards.
• Procedures and specifications.
• Roles and responsibilities.
• Document distribution.
• Document control systems.

Unit 3: Records Management Techniques

• Records management lifecycle.
• Capture.
• Classification.
• Metadata.
• Collaboration.
• Searching.
• Retention, Archiving and Disposal.

Unit 4:Planning for Document Control and Records Management

• Drivers for document control and records management.
• Standards and guidance.
• Regulations.
• The business case.
• Risk analysis.

Unit 5: Implementing Document Control and Records Management

• Designing a DCRM solution.
• Requirements for a solution.
• Selecting and implementing a DCRM system.
• Migration.
• Business as Usual.