An Intensive 5-day Training Course
Advanced Documents and Records Management Compliance
Develop Expertise in Advanced Records Management to Meet Compliance Requirements
CLASSROOM DATES
INTRODUCTION
Effective documents and records management is a critical organisational capability in environments shaped by increasing regulatory scrutiny, data protection obligations, and operational risk. Organisations are required to manage records in a way that ensures integrity, accessibility, security, and compliance throughout the information lifecycle.
The Documents and Records Management Course provides professionals with advanced knowledge and practical frameworks to manage, protect, and optimise records in line with recognised international standards. The course places strong emphasis on compliance with ISO 15489 for records management and ISO 27001 for information security, ensuring organisations can meet legal, audit, and governance requirements.
This training course explores how structured documents and records management practices support Enterprise Content Management (ECM), information governance, and operational efficiency. Participants gain a deeper understanding of how records are captured, classified, stored, preserved, and retrieved across organisational processes.
A core focus of the course is the design and implementation of robust compliance frameworks. Participants examine advanced document classification, metadata planning, taxonomy design, retention and disposal rules, and security controls. These elements are integrated to ensure records management systems align with organisational risk, regulatory obligations, and business objectives.
Key focus areas include:
- Advanced records management policies, procedures, and standards
- Compliance with ISO 15489 and ISO 27001 requirements
- Electronic file plans, retention schedules, and disposal rules
- Security frameworks, access controls, and information protection
- Integration of records management across enterprise systems
KEY SKILLS YOU WILL GAIN
After completing this training course, participants will be able to demonstrate the following skills and competencies:
- Records Governance – Establish compliant records management frameworks aligned with international standards.
- Information Security – Apply security controls and access management to protect sensitive records.
- Metadata & Taxonomy Design – Develop classification schemes to improve retrieval, control, and efficiency.
- Compliance Management – Implement and audit records management compliance with legislation and standards.
- ECM Integration – Align records management practices with Enterprise Content Management strategies.
TRAINING OBJECTIVES
By the end of this Documents and Records Management Course, participants will be able to:
- Master advanced records management policies, standards, and procedures, including information security controls
- Develop business cases and requirements for selecting and implementing records management solutions
- Create and implement advanced retention schedules, disposal rules, and security frameworks
- Understand leading tools, vendors, and best practices in records management and compliance
- Apply metadata, classification schemes, and taxonomies to improve organisational efficiency
- Implement and audit compliance with legislation, regulations, and international standards
- Establish robust access controls, storage technologies, and security procedures
WHO SHOULD ATTEND?
This Documents and Records Management Course is suitable for:
- Document and records management professionals
- Information security specialists
- Document controllers and administrators
- IT managers and technical staff
- Compliance officers and internal auditors
- Records management supervisors
- Suppliers, vendors, and solution providers
- Professionals seeking to enhance records and information management capability
This training course is ideal for professionals responsible for compliance, governance, and information integrity.
TRAINING METHODOLOGY
The Documents and Records Management Course is delivered through a highly interactive and applied learning approach designed to reinforce real-world implementation. Participants engage in group exercises that provide hands-on experience in developing records management frameworks and compliance controls.
Case studies illustrate best practices and common challenges in records and information security management. Facilitated discussions explore critical success factors for compliance, governance, and audit readiness.
Practical activities focus on implementing ISO 15489 and ISO 27001 requirements, supported by demonstrations of industry tools and systems. This methodology ensures learning is relevant, applied, and directly transferable to organisational environments.
TRAINING SUMMARY
The Documents and Records Management Course equips participants with advanced skills to align records management practices with international compliance and security standards. The course strengthens understanding of how records governance, information security, and operational efficiency intersect.
Participants gain practical insight into implementing ECM strategies, designing metadata and classification frameworks, and applying retention and disposal policies. Emphasis is placed on integrating auditing, compliance, and governance into everyday records management activities.
By the end of the course, participants return to their organisations with actionable strategies to enhance compliance, improve records management efficiency, and safeguard critical business information across its entire lifecycle.
TRAINING OUTLINE
Day 1: 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
Day 2: Concepts and Set up Components
- Document Control
- Metadata and Indexing
- Classification Schemes
- Compliance, Controls and Security
- Legislation, Standards and Regulation
Day 3: IT Process and Delivery
- Review IT Records Management Systems
- Review ECM Systems
- Scanning and Legal Issues
- Archiving and Retention Requirements
- Digital Signatures
Day 4: Implementation Planning
- Implementation Planning
- Setting up Controls for ISO15489 and ISO27001
- Creating Polices and Procedures
- Creating a Records Management Action Plan
Day 5: Case studies
- Introduction to Case Studies
- Group 1 – Strategy
- Group 2 – Concepts
- Group 3 – Process
- Presentations
- Evaluation and Discussion
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ACCREDITATION
EuroMaTech is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Euromatech is a Knowledge & Human Development Authority (KHDA) approved training institute in Dubai, licensed and approved to deliver training courses in the UAE.
The KHDA is the regulatory authority in the UAE, that oversees administering, approving, supervising, and controlling the activities of various education providers in the UAE. We are proud of our commitment to ensuring quality training courses and status as a KHDA-approved training provider.
FAQ
EuroMaTech provides a range of ISO certification and compliance training courses, including:
- ISO 9001 – Quality Management Systems Training
- ISO 45001 – Occupational Health & Safety Management Training
- ISO 14001 – Environmental Management Systems Training
These courses help organizations adopt internationally recognized standards and improve their overall performance.
To register for a training course, you can:
- Visit the EuroMaTech website, browse the available courses, and follow the online registration process.
- Contact EuroMaTech’s support team for assistance with course selection or inquiries about corporate training solutions.
EuroMaTech stands out as a leader in training and professional development due to:
- 30+ years of experience delivering high-impact training courses across industries.
- Accreditations from leading institutions, ensuring top-tier course quality and recognition.
- A portfolio of thousands of training courses, serving professionals at every level.
- A focus on innovation and future-ready learning models, including blended and digital training.
- Long-term partnerships with organizations globally, ensuring sustained success through talent development.
EuroMaTech has successfully delivered thousands of training courses, with thousands of professionals from over 50 countries attending annually.
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us [email protected]
We provide two flexible training formats to suit your preferences:
- Classroom Training: Experience in-person learning with expert instructors. Engage in interactive discussions, hands-on activities, and benefit from face-to-face networking.
- Online Training: Join live online sessions from anywhere, offering flexibility for those with busy schedules or who prefer remote learning.
- In-House Training: We can bring our training directly to your organization, allowing for tailored sessions that address your specific needs and objectives.
Yes, we provide tailored training solutions designed to meet the specific needs of your organization. Customized courses can be delivered either in-person or online, and you can select the dates and duration that best fit your schedule. For more details, please contact us at [email protected]
Yes, we can assist you with the following:
- Corporate Discount: If available, we can extend our corporate discount for your stay at selected hotels.
- Hotel Suggestions: We can provide recommendations for nearby hotels based on your preferences and budget.
Feel free to explore online booking platforms for the most cost-effective options.
