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
This Advanced Documents and Records Management Compliance training course covers advanced strategies, tools, and technologies used to capture, categorise, manage, store, preserve (archive), and deliver vital business records in support of business processes. Key concepts from Enterprise Content Management (ECM) from scanning to enterprise search to archiving and preservation shall be covered. Detailed policies and procedures from ISO15489 records management and ISO27001 information security shall be discussed. Metadata, advanced document classification and taxonomy designs will be presented.
Participants will develop the following competencies:
- Understand advanced records management policies, procedures and standards including ISO15489 and ISO27001
- Develop key strategies for meeting compliance, legal and audit requirements
- Create records management business tools like electronic file plan, retention and disposal rules, security rules, archiving, confidentiality and privacy
- Link how records management systems and implement across your organisation
- Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with records management and information security
TRAINING OBJECTIVES
- To understand advanced records management policies, procedures, standards including information security standards
- Help develop business case 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 workflow, file plan, 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?
- Professionals and leaders who wish to learn more about document management strategies for improving organisational efficiency
- Personnel moving into leadership roles to embrace better controls for managing paper and electronic documents
- Information Security Professionals
- Document Controllers and Administrators
- IT Management
- Records Managers
- Document Controllers
- 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
TRAINING METHODOLOGY
Participants will learn by active participation during the Advanced Documents and Records Management Compliance training course through the use of a wide variety of instructional techniques. There will be group exercises to allow for a “hands on” approach to learning. Case studies will be utilized to present “best practices” approaches. In addition there will be in depth discussion of critical success factors. (Also view Governance & Compliance Training Courses)
TRAINING SUMMARY
This EuroMaTech Advanced Documents and Records Management Compliance training course covers all the essential skills and advanced concepts for managing records and information in accordance with international standards such as ISO15489 and ISO27001. There will be discussions on the use of software, best practice implementation as well as applying all the key concepts. This EuroMaTech training course will concentrate on the advanced skills required to effectively deploy and maximise the benefit of records management as well as manage the information security and outcomes and deliver business benefits. All participants will return to their organizations with a detailed and advanced understanding and have developed action plans to implement records management and information security, auditing and compliance successfully in their organisations.
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
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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]
