This program provides comprehensive coverage of advanced strategies, tools, and technologies employed in capturing, categorizing, managing, storing, preserving (archiving), and delivering crucial business records to support various business processes. Throughout this program, you will acquire the knowledge and skills to:

- Gain a deep understanding of advanced records management policies, procedures, and standards, including ISO15489 and ISO27001.
- Develop key strategies to ensure compliance with legal, regulatory, and audit requirements.
- Create essential business tools for records management, such as electronic file plans, retention and disposal rules, security rules, archiving methods, and measures for confidentiality and privacy.
- Establish connections between records management systems and their effective implementation across your organization.
- Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with records management and information security.

By completing this program, you will be equipped with the necessary expertise to effectively manage records within your organization, ensuring compliance, security, and efficient information governance.

Course Objectives:

To understand advanced records management policies, procedures, standards including information security standards
Help develop business case 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 workflow, file plan, 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 polices and procedures
Setting up access controls and security procedures
Develop storage models, audit trail and storage technologies

Who Should Attend?

This program will prove to be a useful and productive for all those who are interested in understanding document and records management, those that have already attended ‘Document & Records Management Compliance’ and how it can be implemented successfully. It will be of benefit to:

IT Management
Records managers
Document controllers
Technical staff
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 UNDERSTANDING 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

A 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

Filters