Documents & Records Management

Introduction

Managing documents, records and content can be difficult. How do you best capture, manage and store the documents and records in your organization Does your approach meet compliance requirements, regulations and standards What is the best way to manage emails, web pages and electronic documents and records How do you find the right documents and records when you need them How does workflow and business process management work with documents and records management to help increase efficiency within your company 

This course covers the strategies, tools, and technologies used to capture, categorize, manage, store, preserve (archive), and deliver documents and records in support of business processes. In this course you will learn how to:

• Understand the key concepts and overall architectural scope
• Develop business cases and business requirements
• Use the concepts of document and records management to deliver business drivers
• Link how document and records management can be implemented across your organization
• Explore the implications of an Enterprise Content Management
• Strategy in conjunction with document and records management  

Objectives

By the end of this course participants will learn how to:

• To understand document and records management lifecycle
• Help create business case and requirements for the selection and procurement of document and records management
• Create a document and records management plan of action to implement in their organization and learn from best practice implementations and case studies
• Concepts for managing information and content, such workflow, business process, and collaboration
• Review industry-leading solutions and vendors in this marketplace
  Using metadata, business classification scheme, taxonomy and setting retention plans
• Learn about legislation, standards, and regulation
• Set up search and retrieval
• Setting up access controls and security  
• Develop storage models, audit trail and storage technologies  

Target Audience

This Course will prove to be useful and productive for all those who are interested in understanding document and records management and how it can be implemented successfully. It will be of benefit to:

• IT Management
• 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

Administration & Secretarial Outline

The course covers the following topics:

Strategy and understanding of key elements

• Introduce document and records management
• Business case and drivers
• Creating business requirements
• Managing information assets
• Understanding the terminology
• Document and records management strategies
• Information governance

Concepts and set up components

• Document and records lifecycle
• Capture, store, and management
• Preserve and archive
• Presentation and delivery
• Metadata and indexing  
• Classification schemes
• Searching and retrieving
• Controls and security
• Legislation, standards, and regulation

Process and delivery

• Information audit and survey  
• Business case
• Business requirements
• Business classification scheme
• IT infrastructure details
• Model office and rollout

Implementation Planning

• Implementation planning
• Project and Course planning
• Implementation set up
• Post-implementation and support