Effectively managing documents, records, and content can present challenges. How can you ensure the optimal capture, management, and storage of documents and records within your organization? Is your approach in line with compliance requirements, regulations, and standards?

Determining the most efficient methods for managing emails, web pages, and electronic documents and records is crucial. Additionally, how can you locate the right documents and records promptly when needed?

Furthermore, how does the integration of workflow and business process management with documents and records management enhance efficiency within your company?

ISO 15489 serves as the international standard for records management, establishing a benchmark of best practices. It encompasses the establishment of methodologies, processes, and data storage, as well as the utilization of an electronic records management system.

The advanced course on Documents and Records Management Compliance delves into the strategies, tools, and technologies employed to capture, categorize, manage, store, preserve (archive), and deliver documents and records to support business processes. The course also delves into the essential components of ISO 15489, enabling organizations to achieve compliance with industry best practices.

Course Objectives:

By the end of the Advanced Documents and Records Management Compliance training course, participants will be able to:

Comprehend advanced records management policies, methods, standards including information security standards.
Help Enhance business cases and requirements for the selection and procurement of document and records management.
Create a records management and information security plan of action to implement in their organization and learn from best practice implementations and case studies.
Learn advanced concepts for managing information and records, such as workflow, file planning, archiving, auditing, compliance, and version control.
Review industry leading solutions and vendors in this marketplace.
Using metadata, business classification scheme, taxonomy and setting retention plans
Learn how to implement legislation, standards and regulation.
Create advanced policies and procedures.
Setting up access controls and security procedures.
Develop storage models, audit trail and storage technologies.

Who Should Attend?

Advanced Documents and Records Management Compliance Course is ideal for:

Records managers
Document controllers
Technical staff
IT Management
Document and Records Management personnel
Document Management Supervisors
Suppliers, Solution Providers, and Vendors
Executives
Users of Document and Records Management
Personnel seeking to enhance their skills

Course Outlines:

Strategy and comprehending key elements

Introduce advanced records management, ISO15489.
Review information security ISO27001.
Creating records management audit register.
Create file plans, metadata plan, retention schedule.
Understanding security and compliance.

Concepts and set-up components

Business classification scheme and taxonomy.
Document control.
Metadata and indexing.
Classification schemes.
Compliance, controls and security.
Legislation, standards and regulation.

IT Process and delivery

Review IT records management systems.
Review ECM systems.
Scanning and legal issues.
Archiving and retention requirements.
Digital signatures.

Implementation Planning

Implementation planning.
Setting up controls for ISO15489 and ISO27001.
Creating policies and procedures.
Creating a records management action plan.

Case Studies

Introduction to case studies

Group 1 – Strategy.
Group 2 – Concepts.
Group 3 – Process.
Presentations
Evaluation and discussion.

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