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Advanced Documents and Records Management Compliance

Training Course 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 polices and procedures
  • Setting up access controls and security procedures
  • Develop storage models, audit trail and storage technologies
Training Course Content

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


Concepts and set up components

  • Business classification scheme and taxonomy
  • Document control
  • Metadata and indexing
  • Classification schemes
  • Compliance, controls and security
  • Legislation, standards and regulation


IT Process and delivery

  • Review IT records management systems
  • Review ECM systems
  • Scanning and legal issues
  • Archiving and retention requirements
  • Digital signatures


Implementation Planning

  • Implementation planning
  • Setting up controls for ISO15489 and ISO27001
  • Creating polices and procedures
  • Creating a records management action plan


Case Studies

  • Introduction to case studies
  • Group 1 – Strategy
  • Group 2 – Concepts
  • Group 3 – Process
  • Presentations
  • Evaluation and discussion
Targeted Audience
Dates and Venues
The training course is held every week and in all countries.

To register for this course, please fill out the form below. Email is mandatory.