Understanding Record & Document Management for Your Business
Course Info
Code MG1-105
Duration 5 Days
Format Classroom
Course Summary
This course covers strategic planning and policies regarding accurate record-keeping and management. You’ll learn about legal policies under ISO regulation and how to deal comfortably with company audits. You’ll be given the tools and software advice and knowledge to adequately cater for your individual organisation’s needs and help you to maximise your successes.
You’ll also learn how important record-keeping is to your business and understand the time constraints and data sets that are required by each department in your organisation to function at the highest level.
By the end of this course, you’ll be able to capture, categorise and manage documents and records for accurate recall using intelligent systems and storage methods.
- Understand ISO15489 on records management and when it’s required.
- Discover the ISO27001 procedure on information security.
- Discuss Enterprise Content Management (ECM) in line with archiving and categorisation models.
- Create advanced data classification models and put them to use.
- Unearth advanced tools and methodologies to store data securely.
- Understand the importance of data recall, archiving security, and why a company may need to store data.
- Develop key strategies to effectively audit documents and records in accordance with legal compliance requirements.
- Work with key contacts to implement records management across an organisation.
This training program is ideal for anyone within a business who’s involved in data security, record keeping or wants to understand policies, procedures, and legal guidelines on accurate data storage in order to improve internal processes.
This course is for you if you work as an:
- IT Manager
- Technical Executive
- Document controller
- Administrator
- Executive
- Operations Manager
- Data Analyst
- Data Controller
- Information Security Officer
- People moving into leadership or management roles
This training course is developed for specific use in practical upskilling. You’ll work through various strategic models using real data sets to uncover a variety of instructional techniques.
You’ll experience in-depth group work, critical analysis, and discussion groups to determine how accurate and secure document and record management can assist in the success of a business.
Course Content & Outline
- Creating accurate data and metadata file plans.
- Understanding why accurate record-keeping is essential for your business.
- Referencing and how to make it work for you.
- Create an accurate and amendable index.
- Gaining company buy-in to new record-keeping processes – pushing the benefits.
- Delve into the ISO15489 policy on record management.
- Understand ISO27001 and what it means for your audits.
- Digital signatures and their merits.
- Preserving documents and keeping traceable audit trails for amendments.
- Learning about your businesses’ taxonomy and advanced classification schemes/
- Selecting the most appropriate storage systems.
- How to create an effective audit rota.
- Categorising documents and understanding multi-pathway recall.
- Planning and implementation of new data.
- Reviewing security and compliance in your business.
- Selecting an ECM system.
- Retention and archiving requirements.
- Creating new policies and procedures and enforcing them.
- How to pull data quickly and easily based on requirements.
- Understanding and displaying data.
- Pulling and sending records to a quick turnaround.
- Presenting findings with real-life data and documents.
Embark on a journey through the intricacies of records management. Explore its diverse applications in engineering, healthcare, oil & gas, and education. From risk mitigation to technological integration, discover how this vital practice is the backbone of organisational success.
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