Documents & Records Management

Documents & Records Management

OBJECTIVES

By the end of the program, participants will be able 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
• Lean about legislation, standards and regulation
• Set up search and retrieval
• Setting up access controls and security
• Develop storage models, audit trail and storage technologies

WHO SHOULD ATTEND?

• 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

COURSE OUTLINE

DAY 1 – Strategy and understanding 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

DAY 2 – 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

DAY 3 – Process and delivery

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

DAY 4 – Implementation Planning

• Implementation planning
• Project and program planning
• Implementation set up
• Post implementation and support

DAY 5 – Case Studies

• Introduction to case studies
• Group 1 – Strategy
• Group 2 – Concepts
• Group 3 – Process
• Presentations
• Evaluation and discussion