Advanced Document and Records Management

Course Overview

Managing records, documents and content is the most difficult thing. How will you organize and manage the records and documents 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 the process of business management and workflow will work with the records and documents that assist in increasing the effectiveness within the organization? ISO 15489 is known as standard for the management of the records. It is benchmark for the management of records, having methodology, processes and the subsequent information storage and utilizing framework for the storing of electronic records.

Document Management Training course 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. Likewise, the program intends to cover the ISO 15489 components so the organization will be more compliant with the updated strategies and policies.

Course Objectives

  • Understanding the cycle of management of records and the documents
  • Understanding the standard of records management ISO 15489
  • Reviewing and implementing records management system on the ground of ISO 15489
  • Helping to draw the business and designing the necessities used for the procurement and selection of documents and records management
  • Creating action plan of records and documents management so that the organization can implement and learn from the best practice
  • Understanding the core concepts in data storage and contents
  • Reviewing the vendors that are leading the market on the basis of targeted industry with the help of business classification, metadata and setting the plans of retention
  • Learn about the regulations, standards and legislations
  • Set up security and access controls
  • Developing storage technologies, audit trail and models of storage

Course Content

Understand Key Elements of Documents and Records Management Compliance and Strategies

  • Introducing records management and documents
  • Overview of ISO 15489 Part 1 and Part 2
  • Business case and drivers
  • Requirements of business for records and documents management
  • Management of information and assets
  • Understand the terminologies
  • Strategies for records and documents management
  • Information governance

Concepts and Set up Components

  • Lifecycle of records and documents
  • Capturing and storage management
  • Handling and storing
  • Preserving and archiving
  • Indexing and metadata
  • Classification schemes
  • Search and retrieve
  • Security and controls
  • Legislation, standards and regulation

Process and Delivery

  • Audit and survey: Gathering of information
  • Structuring business case
  • Requirements of business
  • Part 1 ISO 15489
  • How the standards and policies of ISO 15489 can be set
  • Assign the responsibilities and give consultancy
  • Formulate procedures and guidelines
  • Scheme for business classification
  • Details of information technology infrastructure
  • Model office and rollout

Implementation Planning

  • Implementation planning
  • Part 2 ISO 15489
  • Design a system for managing, designing, implementing and administering the records
  • Integrate the management of records into the process of business system
  • Auditing of information: Monitoring compliance
  • Planning for program and the project

Course Methodology

The training is going to be highly interactive combination of lectures, group discussions, questionnaires, individual reflections, role plays, simulations and videos.

Target Audience

Documentation training course is designed for:

  • Records Management Specialists
  • Document Controller
  • Compliance Managers
  • Project Managers
  • Internal Auditors
  • Information Managers
  • IT Managers
  • Departmental Heads


2 Days (08:30–14:30) with appropriate breaks for tea/refreshments and lunch.

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