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

Documents Management

Documents and Records Management (Document Control Specialist)


Introduction:

Managing an ever-increasing volume of paper and electronic (digital) documents, records, knowledge, and content can be very difficult. How do you best capture, manage, and store the documents and records in your organization? How can records management ISO 15489 and information security ISO 27001 help? Does your approach meet compliance requirements, security, regulations, and standards? What is the best way to manage emails, web pages, and electronic documents and paper records? How do you find the right documents and records when you need them? How does workflow and business process management work with documents and records management to help increase efficiency within your company? ISO 15489 is the international standard for records management. It is about attaining a records management benchmark of best practice, setting up methodology, processes, and the resulting data storage and using an electronic records management system.

This course covers the strategies, tools, and technologies used to capture, categorize, manage, store, preserve (archive), and deliver documents and records in support of business processes. It also covers the core components of ISO 15489 so that organizations become compliant with best practices.

Targeted Groups:

  • Professionals and leaders who wish to learn more about document management strategies for improving organizational efficiency
  • Personnel moving into leadership roles to embrace better controls for managing paper and electronic documents
  • Information Security Professionals
  • Document Controllers and Administrators
  • Document and Records Management Personnel
  • Document Management Supervisors
  • Executives
  • Users of Document and Records Management
  • Personnel seeking to enhance their skills

Course Objectives:

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

  • Understand document and records management lifecycle
  • Understand ISO 15489 records management standard
  • Review how to implement a records management system based on ISO 15489
  • Create a document and records management plan of action to implement in their organization and learn from best practice implementations and case studies
  • Understand the concepts for managing information and content, such workflow, business process, and collaboration
  • Review industry-leading solutions and vendors in this marketplace
  • Use metadata, business classification scheme, taxonomy and setting retention plans
  • Learn about legislation, standards and regulation
  • Set up search and retrieval
  • Set up access controls and security
  • Develop storage models, audit trail and storage technologies

Targeted Competencies:

  • Understanding the key concepts and overall architectural scope
  • Developing business cases and business requirements
  • Using the concepts of document and records management to deliver business drivers
  • Linking documents and records management and how it can be implemented across the organization
  • Enterprise Content Management (ECM) strategy in conjunction with document and records management
  • Understanding the key concepts and overall scope of ISO 15489 and ISO 27001

Course Content:
Unit 1: Strategy and Understanding Key Elements of Documents & Records Management Compliance:

  • Introduce Document and Records Management
  • ISO 15489 Part 1 and Part 2 overview
  • Business Case and Drivers
  • Business requirements for Managing Document and Records
  • Managing Information as an Asset
  • Understanding the Terminology
  • Document and Records Management Strategies
  • Information Governance

Unit 2: Concepts and Set up Components:

  • Document and Records Lifecycle
  • Capture and Storage Management
  • Storage and Handling
  • Preservation and Archiving
  • Metadata and Indexing
  • Classification Schemes
  • Searching and Retrieving
  • Controls and Security
  • Legislation, Standards and Regulation

Unit 3: Process and Delivery:

  • Information Gathering: audit and survey
  • Building a Business Case
  • Business Requirements
  • ISO 15489 Part 1
  • How to set ISO 15489 Policies and Standards
  • Assigning Responsibilities and Authorities
  • Establishing Procedures and Guidelines
  • Business Classification Scheme
  • IT Infrastructure Details
  • Model Office and Rollout

Unit 4: Implementation Planning:

  • Implementation Planning
  • ISO 15489 Part 2
  • Designing, Implementing and Administering Specialized Systems for Managing Records
  • Integrating Records Management into Business Systems and Processes
  • Information Audit: monitoring compliance
  • Project and Programme Planning

Unit 5: Compliance and Security:

  • Data as Basic Asset of the Enterprise
  • Management of Data Architecture
  • Management of Data Quality
  • Management of Metadata
  • Data Security and Warehousing Management