Document Control and Records Management

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Document Control and Records Management

How prepared are you when it comes to dealing with increasing expectations for Document Control and Records Management? Knowing where and how to start is often the biggest challenge.

Both public and private sector organizations need to be aware of the value of the information or knowledge that they hold and their potential. As a result, Records Administrators and Information Managers facing more complex systems and processes than ever before.

Document Control and Records Management course convey practical methods for identifying and developing the systems of records management and document control that an organization needs.

Many organizations have embarked on implementing Document Control and Records Management systems, with varying degrees of success.

This course is a must for anyone who has a basic understanding of the document and records management.

This course will be good also for those who need to gain a deeper understanding of some of the techniques and steps involved in designing, implementing, and running a document and records management solution.

This course will provide an in-depth analysis of the critical issues and challenges facing those responsible for records and information management in the current business environment.

Real-world case studies will be used to illustrate critical points for delivering a successful DRM project, which can generate significant business benefits and cost savings.

The Document Control and Records Management program covers all the adopted strategies, tools, and latest technologies that are used in capturing, categorizing, managing, storing, preserving, and delivering records and documents that are linked with the process of the business.

By the end of this course, each participant will have a plan of action as well as the necessary skills to assist with the development and implementation of an appropriate program for managing their organization’s documents, records, and information.

You might be interested in another Office And Business Administration, Secretarial courses as a next step.

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  • View Schedule
  • COURSE TYPE Advanced
  • DURATION 3 days
  • COURSE ACCREDITED BY Local Certificate


Managing records, documents, and content is the most challenging thing. How will you organize and maintain the files and materials which are already stored in the organization?

Will you use the adopted strategy to meet the set standards, regulations, and compliance requirements?

What will be the most reliable method of managing different e-mails, records, electronic information, and websites?

How will you get the desired records and documents at the time of need? How will the process of business management and workflow work with the files and documents that assist in increasing the effectiveness of the organization?

ISO 15489 is known as the standard for the management of the records. It is about having a benchmark for the management of records, having methodology, processes, and the subsequent information storage and utilizing a framework for the storing of electronic documents.

This program is designed to equip delegates with the skills necessary to understand, plan for, and implement the Document and Records Management System.

The course is product-neutral and highlights the critical issues required for successful implementations, and how to avoid the pitfalls commonly associated with EDRMS systems.


Participants who fully attend this course and complete the test on the last day will receive a Strategic Axis Professional Certificate (SAPC).

SAPC certificates are regionally recognized and can be quite valuable when applying for more senior roles within the organization or outside.



Module 1: The principles of managing information

  • The organization: How your information managed today
  • Definitions: Understanding what the information terms mean
  • Document control and records management: Similarities and differences
  • Your organization
  • Identifying its type
  • Identifying its staff
  • Identifying its information
  • Defining information goals for the organization
  • How to achieve information goals

Module 2: Document control and records management program development process

  • Business case
  • Defining the purpose
  • What to include
  • Objectives of the case
  • Document Control specifics
  • Records Management specifics
  • Records review
  • Identification of documents and records
  • Critical information, materials, and records
  • Electronic and physical formats
  • Storing records

Module 3: Concepts and set up components

  • Document and records lifecycle
  • Capture and storage management
  • Storage and handling
  • Preservation and archiving
  • Metadata and indexing
  • Classification schemes
  • Searching and retrieving
  • Controls and security
  • The legislation, standards, and regulation

Module 4: Characteristics of a document control and records management program

  • File plans
  • Challenges and problems
  • Classification of records
  • Retention and disposition
  • Laws, regulations, standards and business requirements
  • Developing a retention schedule
  • Privacy and protection
  • Transparency
  • Integrity
  • Security
  • Business, historical and preservation archives

Module 5: People, responsibilities and information awareness

  • Psychology of filing
  • Accountability
  • Communication and collaboration
  • Creating the information management message
  • Knowledge transfer
  • Developing the education package
  • Sponsorship and guidance from senior management

Module 6: Planning and action

  • Information management strategy
  • Development of a plan to deliver document and records management
  • Policy and guidance writing
  • Information asset register
  • Document control and records management process plans
  • Change management
  • Risk and recovery: Disaster prevention and continuity planning
  • Education program
  • Creating an action plan

Module 7: Implementation

  • Implementation planning
  • ISO 15489
  • Designing, implementing and administering specialized systems for managing records
  • Integrating records management into business systems and processes
  • Information audit: monitoring compliance
  • Project and program planning
  • In The Classroom

  • Live, Online

  • Private Team Training

  • Indiviual Private Session

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