
Document and records management is essential for organizations as it ensures compliance with regulations, facilitates easy retrieval of information, preserves valuable knowledge, promotes accountability and transparency, mitigates risks, enhances efficiency and productivity, safeguards sensitive data, enables collaboration, and improves overall organizational effectiveness.
This training course is designed to provide participants with the essential strategies, tools, and technologies used to capture, categorize, manage, store, preserve (archive), and deliver documents and records in support of business processes. It also covers the key components of ISO 15489, enabling organizations to comply with best practices.
Training Course Methodology
The training course is designed to be interactive and participatory, and includes various learning tools to enable the participants to operate effectively and efficiently in a multifunctional environment. The course will use lectures and presentations, exercises, experiential and exposure to real world problems and policy choices confronting delegates.
Gain an understanding of the document and records management lifecycle.
· Familiarize oneself with the ISO 15489 records management standard.
· Explore the process of implementing a records management system based on ISO 15489.
· Assist in creating a business case and requirements for selecting and procuring document and records management solutions.
· Develop a document and records management plan of action for implementation in your organization, drawing insights from best practice implementations and case studies.
· Master the concepts related to managing information and content, including workflow, business processes, and collaboration.
· Establish search and retrieval capabilities for the documents and records management.
· Effectively set up access controls and security measures.
Concepts and Set Up Components
· Understanding the lifecycle of documents and records.
· Capturing and managing storage.
· Storage and handling considerations.
· Preservation and archiving techniques.
· Utilizing metadata and indexing.
· Implementing classification schemes.
· Effective search and retrieval methods.
· Establishing controls and ensuring security.
· Complying with legislation, standards, and regulations.
Process And Delivery
· Conducting information gathering through audits and surveys.
· Building a business case.
· Identifying business requirements.
· In-depth exploration of ISO 15489 Part 1, including:
· Setting ISO 15489 policies and standards.
· Assigning responsibilities and authorities.
· Establishing procedures and guidelines.
· Developing a business classification scheme.
· Understanding IT infrastructure requirements.
· Implementing a model office and rollout plan.
Implementation Planning
· Planning the implementation process.
· Detailed examination of ISO 15489 Part 2, covering:
· Designing, implementing, and administering specialized systems for records management.
· Integrating records management into business systems and processes.
· Conducting information audits to monitor compliance.
· Project and program planning.
Implementation Planning
· Planning the implementation process.
· Detailed examination of ISO 15489 Part 2, covering:
· Designing, implementing, and administering specialized systems for records management.
· Integrating records management into business systems and processes.
· Conducting information audits to monitor compliance.
· Project and program planning.
Our Training programs are implemented by combining the participants' academic knowledge and practical practice (30% theoretical / 70% practical activities).
At The end of the training program, Participants are involved in practical workshop to show their skills in applying what they were trained for. A detailed report is submitted to each participant and the training department in the organization on the results of the participant's performance and the return on training. Our programs focus on exercises, case studies, and individual and group presentations.