Istanbul-Turkey: +905395991206 - Amman-Jordan: +962785666966 - London (UK): +447481362802

Document Management Training & Certification Courses

Document Control and Records Management


The world is packed with information; and most organizations struggle to recognize what information they have, why they need it, how long they need it for, and if it has any value. Furthermore, changes in the law call for tighter controls on contract documentation, and lead to a need for enhanced management of human resource and contract records. Also, electronic information is under threat from cyber-attack and personal information is at risk of exposure. As such, the development and implementation of a records management program that includes document control methods to identify, secure, and protect critical information, is necessary for every organization.

This course conveys practical methods for identifying and developing the systems of records management and document control that an organization needs. By the end, each participant will have a plan of action as well as the necessary skills to assist with the development and implementation of an appropriate program for managing their organization’s documents, records and information.

Targeted Groups:

  • Records and Information Managers
  • Privacy Officers
  • Information Security and Protection Managers
  • Litigation and Discovery Staff
  • Compliance Officers
  • Internal Auditors
  • Enterprise Content Management Professionals
  • Administrative Managers.

Course Objectives:

At the end of this course the participants will be able to:

  • Develop a records management program to enhance the value of the organization’s information and reduce risk and cost
  • Develop document control methods to identify, secure, protect and retain critical information
  • Apply regulations and standards to the management of information for compliance
  • Identify risks associated with poor management of information to reduce penalties and cost
  • Develop an information asset register to identify critical information within their organization

Targeted Competencies:

  • Records Management
  • Document control
  • Information management
  • Information asset identification
  • Business case development

Course Content:

Unit 1: The Principles of Managing Information:

  • The organization: How your information is managed today
  • Definitions: Understanding what the information terms mean
  • Document control and records management: Similarities and differences
  • Your organization
  • Identifying its type
  • Identifying its staff
  • Identifying its information
  • Defining information goals for the organization
  • How to achieve information goals

Unit 2: Document Control and Records Management Program Development Process:

  • Business case
  • Defining the purpose
  • What to include
  • Objectives of the case
  • Document Control specifics
  • Records Management specifics
  • Records review
  • Identification of documents and records
  • Critical information, documents and records
  • Electronic and physical formats
  • Storing records

Unit 3: Characteristics of a Document Control and Records Management Program:

  • File plans
  • Challenges and problems
  • Classification of records
  • Retention and disposition
  • Laws, regulations, standards and business requirements
  • Developing a retention schedule
  • Privacy and protection
  • Transparency
  • Integrity
  • Security
  • Business, historical and preservation archives

Unit 4: People, Responsibilities and Information Awareness:

  • Psychology of filing
  • Accountability
  • Communication and collaboration
  • Creating the information management message
  • Knowledge transfer
  • Developing the education package
  • Sponsorship and guidance from senior management

Unit 5: Planning and Action:

  • Information management strategy
  • Development of a plan to deliver document and records management
  • Policy and guidance writing
  • Information asset register
  • Document control and records management process plans
  • Change management
  • Risk and recovery: Disaster prevention and continuity planning
  • Creating an action plan

Document Management Training & Certification Courses
Document Control and Records Management (DM9027)


Mercury dynamic schedule is constantly reviewed and updated to ensure that every category is being addressed at least once a month, if not once every week. Please check the training courses listed below and if you do not find the subject you are interested in, email us or give us a call and we will do our best to assist.

Istanbul Office (Turkey) +905395991206

London (UK) +447481362802

Amman (Jordan) +962785666966