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
The Documents and Records Management Compliance Training Course equips professionals with the advanced knowledge and tools needed to manage, secure, and optimize business records effectively. As organizations face increasing regulatory demands, compliance with international standards such as ISO15489 for records management and ISO27001 for information security has become crucial for operational success.
This Documents Management Training Course dives deep into strategies for capturing, categorizing, managing, storing, preserving, and delivering business-critical records. Participants will explore the concepts of Enterprise Content Management (ECM), advanced document classification, metadata usage, and taxonomy design. The course also focuses on building robust compliance frameworks, security controls, and retention policies tailored to organizational needs.
Key Competencies Developed:
- Advanced understanding of records management policies, procedures, and standards like ISO15489 and ISO27001.
- Strategies to meet legal, audit, and compliance requirements.
- Development of electronic file plans, retention and disposal rules, security frameworks, and archiving protocols.
- Integration of records management systems across organizational processes.
- Implementation of ECM strategies aligned with compliance and information security.
TRAINING OBJECTIVES
By the end of this Records Management Training Course, participants will:
- Master advanced records management policies, standards, and procedures, including information security.
- Develop business cases and requirements for selecting and implementing document and records management solutions.
- Create and implement advanced policies, retention schedules, and security frameworks for records management.
- Understand industry-leading tools, vendors, and best practices for records management and compliance.
- Use metadata, business classification schemes, and taxonomy to enhance organizational efficiency.
- Implement and audit compliance with legislation, regulations, and standards.
- Set up robust access controls, security procedures, and storage technologies.
WHO SHOULD ATTEND?
This course is ideal for professionals in various roles, including:
- Document and Records Management Personnel.
- Information Security Professionals.
- Document Controllers and Administrators.
- IT Managers and Technical Staff.
- Compliance Officers and Auditors.
- Document Management Supervisors.
- Suppliers, Vendors, and Solution Providers in the records management space.
- Professionals seeking to enhance skills in document and records management.
TRAINING METHODOLOGY
The Advanced Documents and Records Management Training Course employs a highly interactive learning approach, featuring:
- Group exercises for a hands-on learning experience.
- Case studies highlighting best practices and real-world applications.
- In-depth discussions on critical success factors for records and compliance management.
- Practical activities focused on implementing ISO15489 and ISO27001 standards.
- Exploration of software solutions and advanced industry tools.
TRAINING SUMMARY
This Documents Management Training Course provides participants with the advanced skills required to align document and records management practices with international standards. Discussions will focus on software integration, best practices, and the application of advanced concepts for optimizing records and information security.
Key Takeaways:
- Comprehensive understanding of compliance with ISO15489 and ISO27001 standards.
- Advanced skills in deploying records management frameworks and information security measures.
- Proficiency in designing and implementing metadata, taxonomies, and retention plans.
- Practical tools to manage electronic and paper records effectively.
- Actionable strategies to integrate auditing, compliance, and governance across organizations.
Participants will return to their organizations equipped to drive compliance, improve records management efficiency, and ensure the security of vital business information
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
CALL ME BACK
Do you wish for us to conduct this course at your premises?
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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
Do you provide assistance with hotel accommodation?
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.
Do you offer customized training for organizations?
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]
What types of training formats do you offer?
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.
Can you assist with visa arrangements?
Yes, we can help by issuing an official Letter of Invitation once you’ve confirmed your training registration, which can assist in your visa application process.
Who will be the senior consultant leading the training?
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us [email protected]
