On this Document Control and Records Management course, participants will uncover the root causes of inefficient documentation processes, deepening their understanding of their impact on workflows. Armed with these insights, participants will delve into a meticulously curated set of best practices, enabling them to design cost-effective, forward-looking corporate strategies. By embracing these practices, participants will lead the transition toward paperless offices, not only saving resources but also safeguarding document integrity and positioning their organizations for the future.
Drawing insights from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses, participants will be equipped to guide their organizations through transformation with confidence.
This course is an opportunity to embark on a journey that reshapes documentation approaches, enhancing both skill sets and organizational success.
Course Methodology
This interactive course uses instructor led presentations, videos and group work to explain key document control concepts.
Course Objectives
By the end of the course, participants will be able to:
Recognize underlying factors contributing to inefficiencies within the documentation process
Use proven methods to introduce a cost-effective and future-proof corporate strategy for documentation that helps achieve a paperless office
Coordinate the processes of change management related to documentation, using knowledge from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses
Develop a comprehensive understanding of significant technical documentation cases from multiple viewpoints
Create and implement a documentation project process from initiation to completion following established procedures
Target Audience
This course is designed for anyone who is required to implement and handle any type of documents; including, but not limited to, procurement, operational, administrative or legal documents.
Target Competencies
Document control
Records management
Designing policies
Project management
Quality control
Course Outline
Setting procedures, templates and standard forms
Electronic Document Management System (EDMS) recommendations and implementation according to ISO standards
Establishing a Document Management System, including the creation, review, approval, saving, and publishing of internal documents
Creating a process map, effective procedures, and work instructions
Training departmental staff and train the trainer
Document control requirements
Challenging existing or legacy Document Management Systems
Maintaining and retaining project and engineering documentation
Reviewing the structure and components of a Data library
Indexing and document numbering
Going paperless
EDMS recommendations; in house or off the shelf application advantages and disadvantages
Benefits of establishing a Document Control System
Going paperless from start to finish
Meeting contractual obligations and stake holder requirements
Revision control, design changes and markup
Project safekeeping of legacy documents and archiving solutions including data loss prevention
Document control policies and procedures
Standardized document management
Developing a document control policy
Implementing a document access policy
Creating multiple degrees of control for different types of documents
Tracking document versions
Creating document retention policies
Document storage
Creating a central storage site for documents
Creating levels of control for different types of documents
Providing a mechanism to track document versions
Using a consistent naming convention for documents
Ensuring all stakeholders understand the policy and its scope