Advanced Documents and Records Management Compliance Course

Course Overview:

The Advanced Documents and Records Management Compliance training course to the educators participants with how the advanced records management practice is carried out with emphasis on certain policies, standards and information security processes.

The participants will be able to devise and utilize strategies for effective records management, such as file planning, verifications and records category restructuring, which will consider compliance with all relevant legal and standard requirements. Distributed within the course are also topics related to practical implementation of the concept such as how to create a metadata schema, structure access level, administer security deprives and evaluate the technologies from the best practices perspective.

The course is thus suitable for records managers, IT specialists and document management officers and prepares learners who wish to improve document management systems and meet ISO standards and compliance requirements.

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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