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Document Control and Records Management Leaders Plus Speciality Training

Document Control and Records Management

Leaders Plus Speciality Training
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Overview

Course Outline

Overview
Why Attend

On this Document Control and Records Management course, participants will uncover the root causes of inefficient documentation processes, deepening their understanding of their impact on workflows. Armed with these insights, participants will delve into a meticulously curated set of best practices, enabling them to design cost-effective, forward-looking corporate strategies. By embracing these practices, participants will lead the transition toward paperless offices, not only saving resources but also safeguarding document integrity and positioning their organizations for the future.

Drawing insights from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses, participants will be equipped to guide their organizations through transformation with confidence.

This course is an opportunity to embark on a journey that reshapes documentation approaches, enhancing both skill sets and organizational success.

Course Methodology

This interactive course uses instructor led presentations, videos and group work to explain key document control concepts.

Course Objectives

By the end of the course, participants will be able to:

  • Recognize underlying factors contributing to inefficiencies within the documentation process
  • Use proven methods to introduce a cost-effective and future-proof corporate strategy for documentation that helps achieve a paperless office
  • Coordinate the processes of change management related to documentation, using knowledge from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses
  • Develop a comprehensive understanding of significant technical documentation cases from multiple viewpoints
  • Create and implement a documentation project process from initiation to completion following established procedures
Target Audience

This course is designed for anyone who is required to implement and handle any type of documents; including, but not limited to, procurement, operational, administrative or legal documents.

Target Competencies
  • Document control
  • Records management
  • Designing policies
  • Project management
  • Quality control
Course Outline

 

  • Setting procedures, templates and standard forms
    • Electronic Document Management System (EDMS) recommendations and implementation according to ISO standards
    • Establishing a Document Management System, including the creation, review, approval, saving, and publishing of internal documents
    • Creating a process map, effective procedures, and work instructions
    • Training departmental staff and train the trainer
  • Document control requirements
    • Challenging existing or legacy Document Management Systems
    • Maintaining and retaining project and engineering documentation
    • Reviewing the structure and components of a Data library
    • Indexing and document numbering
  • Going paperless
    • EDMS recommendations; in house or off the shelf application advantages and disadvantages
    • Benefits of establishing a Document Control System
    • Going paperless from start to finish
    • Meeting contractual obligations and stake holder requirements
    • Revision control, design changes and markup
    • Project safekeeping of legacy documents and archiving solutions including data loss prevention
  • Document control policies and procedures
    • Standardized document management
    • Developing a document control policy
    • Implementing a document access policy
    • Creating multiple degrees of control for different types of documents
    • Tracking document versions
    • Creating document retention policies
  • Document storage
    • Creating a central storage site for documents
    • Creating levels of control for different types of documents
    • Providing a mechanism to track document versions
    • Using a consistent naming convention for documents
    • Ensuring all stakeholders understand the policy and its scope
    • Retrieving and archiving documents
  • Quality and compliance
    • Improving data quality
    • Enhancing compliance
    • What is information management?
    • Implementing automated processes for data sharing
    • Defining a process for capturing information

 

Schedule & Fees
2026 Schedule & Fees
USD 3,300
Per participant
  • 27 Sep - 1 Oct, 2026
  • English
USD 3,300
Per participant
  • 27 Sep - 1 Oct, 2026
  • Arabic
USD 3,300
Per participant
  • 15 - 19 Nov, 2026
  • English
USD 3,300
Per participant
  • 15 - 19 Nov, 2026
  • Arabic
USD 3,300
Per participant
  • 27 - 31 Dec, 2026
  • English
USD 3,300
Per participant
  • 27 - 31 Dec, 2026
  • Arabic
2027 Schedule & Fees
USD 3,300
Per participant
  • 14 - 18 Feb, 2027
  • English
USD 3,300
Per participant
  • 14 - 18 Feb, 2027
  • Arabic
USD 3,300
Per participant
  • 28 Mar - 1 Apr, 2027
  • English
USD 3,300
Per participant
  • 28 Mar - 1 Apr, 2027
  • Arabic
USD 3,300
Per participant
  • 16 - 20 May, 2027
  • English
USD 3,300
Per participant
  • 16 - 20 May, 2027
  • Arabic
USD 3,300
Per participant
  • 27 Jun - 1 Jul, 2027
  • English
USD 3,300
Per participant
  • 27 Jun - 1 Jul, 2027
  • Arabic
USD 3,300
Per participant
  • 15 - 19 Aug, 2027
  • English
USD 3,300
Per participant
  • 15 - 19 Aug, 2027
  • Arabic
USD 3,300
Per participant
  • 26 - 30 Sep, 2027
  • English
USD 3,300
Per participant
  • 26 - 30 Sep, 2027
  • Arabic
USD 3,300
Per participant
  • 14 - 18 Nov, 2027
  • English
USD 3,300
Per participant
  • 14 - 18 Nov, 2027
  • Arabic
USD 3,300
Per participant
  • 26 - 30 Dec, 2027
  • English
USD 3,300
Per participant
  • 26 - 30 Dec, 2027
  • Arabic

Dates & fees

27 Sep - 1 Oct, 2026
USD 3,300
27 Sep - 1 Oct, 2026
USD 3,300
15 - 19 Nov, 2026
USD 3,300
15 - 19 Nov, 2026
USD 3,300
27 - 31 Dec, 2026
USD 3,300
27 - 31 Dec, 2026
USD 3,300
14 - 18 Feb, 2027
USD 3,300
14 - 18 Feb, 2027
USD 3,300
28 Mar - 1 Apr, 2027
USD 3,300
28 Mar - 1 Apr, 2027
USD 3,300
16 - 20 May, 2027
USD 3,300
16 - 20 May, 2027
USD 3,300
27 Jun - 1 Jul, 2027
USD 3,300
27 Jun - 1 Jul, 2027
USD 3,300
15 - 19 Aug, 2027
USD 3,300
15 - 19 Aug, 2027
USD 3,300
26 - 30 Sep, 2027
USD 3,300
26 - 30 Sep, 2027
USD 3,300
14 - 18 Nov, 2027
USD 3,300
14 - 18 Nov, 2027
USD 3,300
26 - 30 Dec, 2027
USD 3,300
26 - 30 Dec, 2027
USD 3,300

Fees + VAT as applicable

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