/  Documents and Records Management Compliance Training

Documents and Records Management Compliance Training

BMC Training provides a training course in Documents and Records Management Compliance in Secretarial and Administration

Course Title
Venue
Start Date
End Date
  • Kuala Lumpur
    20 - 12 - 2020
    24 - 12 - 2020
  • Rome
    20 - 12 - 2020
    24 - 12 - 2020
  • Barcelona
    20 - 12 - 2020
    24 - 12 - 2020
  • Zurich
    20 - 12 - 2020
    24 - 12 - 2020
  • London
    27 - 12 - 2020
    31 - 12 - 2020
  • Madrid
    27 - 12 - 2020
    31 - 12 - 2020
  • Munich
    27 - 12 - 2020
    31 - 12 - 2020
  • Berlin
    27 - 12 - 2020
    31 - 12 - 2020
  • New York
    27 - 12 - 2020
    31 - 12 - 2020
  • Dubai
    13 - 12 - 2020
    17 - 12 - 2020
  • Paris
    13 - 12 - 2020
    17 - 12 - 2020
  • Hong Kong
    13 - 12 - 2020
    17 - 12 - 2020
  • Istanbul
    6 - 12 - 2020
    10 - 12 - 2020
  • Bali
    6 - 12 - 2020
    10 - 12 - 2020
  • Singapore
    6 - 12 - 2020
    10 - 12 - 2020
  • Washington
    6 - 12 - 2020
    10 - 12 - 2020
  • London
    24 - 1 - 2021
    28 - 1 - 2021
  • Madrid
    24 - 1 - 2021
    28 - 1 - 2021
  • Munich
    24 - 1 - 2021
    28 - 1 - 2021
  • Berlin
    24 - 1 - 2021
    28 - 1 - 2021
  • New York
    24 - 1 - 2021
    28 - 1 - 2021
  • Istanbul
    17 - 1 - 2021
    21 - 1 - 2021
  • Bali
    17 - 1 - 2021
    21 - 1 - 2021
  • Singapore
    17 - 1 - 2021
    21 - 1 - 2021
  • Washington
    17 - 1 - 2021
    21 - 1 - 2021
  • Kuala Lumpur
    10 - 1 - 2021
    14 - 1 - 2021
  • Rome
    10 - 1 - 2021
    14 - 1 - 2021
  • Barcelona
    10 - 1 - 2021
    14 - 1 - 2021
  • Zurich
    10 - 1 - 2021
    14 - 1 - 2021
  • Dubai
    3 - 1 - 2021
    7 - 1 - 2021
  • Paris
    3 - 1 - 2021
    7 - 1 - 2021
  • Hong Kong
    3 - 1 - 2021
    7 - 1 - 2021
  • Kuala Lumpur
    28 - 2 - 2021
    4 - 3 - 2021
  • Rome
    28 - 2 - 2021
    4 - 3 - 2021
  • Barcelona
    28 - 2 - 2021
    4 - 3 - 2021
  • Zurich
    28 - 2 - 2021
    4 - 3 - 2021
  • London
    21 - 2 - 2021
    25 - 2 - 2021
  • Madrid
    21 - 2 - 2021
    25 - 2 - 2021
  • Munich
    21 - 2 - 2021
    25 - 2 - 2021
  • Berlin
    21 - 2 - 2021
    25 - 2 - 2021
  • New York
    21 - 2 - 2021
    25 - 2 - 2021
  • Dubai
    14 - 2 - 2021
    18 - 2 - 2021
  • Paris
    14 - 2 - 2021
    18 - 2 - 2021
  • Hong Kong
    14 - 2 - 2021
    18 - 2 - 2021
  • Istanbul
    7 - 2 - 2021
    11 - 2 - 2021
  • Bali
    7 - 2 - 2021
    11 - 2 - 2021
  • Singapore
    7 - 2 - 2021
    11 - 2 - 2021
  • Washington
    7 - 2 - 2021
    11 - 2 - 2021
  • London
    21 - 3 - 2021
    25 - 3 - 2021
  • Madrid
    21 - 3 - 2021
    25 - 3 - 2021
  • Munich
    21 - 3 - 2021
    25 - 3 - 2021
  • Berlin
    21 - 3 - 2021
    25 - 3 - 2021
  • New York
    21 - 3 - 2021
    25 - 3 - 2021
  • Istanbul
    14 - 3 - 2021
    18 - 3 - 2021
  • Bali
    14 - 3 - 2021
    18 - 3 - 2021
  • Singapore
    14 - 3 - 2021
    18 - 3 - 2021
  • Washington
    14 - 3 - 2021
    18 - 3 - 2021
  • Kuala Lumpur
    7 - 3 - 2021
    11 - 3 - 2021
  • Rome
    7 - 3 - 2021
    11 - 3 - 2021
  • Barcelona
    7 - 3 - 2021
    11 - 3 - 2021
  • Zurich
    7 - 3 - 2021
    11 - 3 - 2021
  • Dubai
    28 - 3 - 2021
    1 - 4 - 2021
  • Paris
    28 - 3 - 2021
    1 - 4 - 2021
  • Hong Kong
    28 - 3 - 2021
    1 - 4 - 2021
  • Kuala Lumpur
    25 - 4 - 2021
    29 - 4 - 2021
  • Rome
    25 - 4 - 2021
    29 - 4 - 2021
  • Barcelona
    25 - 4 - 2021
    29 - 4 - 2021
  • Zurich
    25 - 4 - 2021
    29 - 4 - 2021
  • London
    4 - 4 - 2021
    8 - 4 - 2021
  • Madrid
    4 - 4 - 2021
    8 - 4 - 2021
  • Munich
    4 - 4 - 2021
    8 - 4 - 2021
  • Berlin
    4 - 4 - 2021
    8 - 4 - 2021
  • New York
    4 - 4 - 2021
    8 - 4 - 2021
  • Dubai
    11 - 4 - 2021
    15 - 4 - 2021
  • Paris
    11 - 4 - 2021
    15 - 4 - 2021
  • Hong Kong
    11 - 4 - 2021
    15 - 4 - 2021
  • Istanbul
    18 - 4 - 2021
    22 - 4 - 2021
  • Bali
    18 - 4 - 2021
    22 - 4 - 2021
  • Singapore
    18 - 4 - 2021
    22 - 4 - 2021
  • Washington
    18 - 4 - 2021
    22 - 4 - 2021
  • London
    9 - 5 - 2021
    13 - 5 - 2021
  • Madrid
    9 - 5 - 2021
    13 - 5 - 2021
  • Munich
    9 - 5 - 2021
    13 - 5 - 2021
  • Berlin
    9 - 5 - 2021
    13 - 5 - 2021
  • New York
    9 - 5 - 2021
    13 - 5 - 2021
  • Istanbul
    2 - 5 - 2021
    6 - 5 - 2021
  • Bali
    2 - 5 - 2021
    6 - 5 - 2021
  • Singapore
    2 - 5 - 2021
    6 - 5 - 2021
  • Washington
    2 - 5 - 2021
    6 - 5 - 2021
  • Kuala Lumpur
    16 - 5 - 2021
    20 - 5 - 2021
  • Rome
    16 - 5 - 2021
    20 - 5 - 2021
  • Barcelona
    16 - 5 - 2021
    20 - 5 - 2021
  • Zurich
    16 - 5 - 2021
    20 - 5 - 2021
  • Dubai
    23 - 5 - 2021
    27 - 5 - 2021
  • Paris
    23 - 5 - 2021
    27 - 5 - 2021
  • Hong Kong
    23 - 5 - 2021
    27 - 5 - 2021
  • Kuala Lumpur
    13 - 6 - 2021
    17 - 6 - 2021
  • Rome
    13 - 6 - 2021
    17 - 6 - 2021
  • Barcelona
    13 - 6 - 2021
    17 - 6 - 2021
  • Zurich
    13 - 6 - 2021
    17 - 6 - 2021
  • London
    20 - 6 - 2021
    24 - 6 - 2021
  • Madrid
    20 - 6 - 2021
    24 - 6 - 2021
  • Munich
    20 - 6 - 2021
    24 - 6 - 2021
  • Berlin
    20 - 6 - 2021
    24 - 6 - 2021
  • New York
    20 - 6 - 2021
    24 - 6 - 2021
  • Dubai
    27 - 6 - 2021
    1 - 7 - 2021
  • Paris
    27 - 6 - 2021
    1 - 7 - 2021
  • Hong Kong
    27 - 6 - 2021
    1 - 7 - 2021
  • Istanbul
    6 - 6 - 2021
    10 - 6 - 2021
  • Bali
    6 - 6 - 2021
    10 - 6 - 2021
  • Singapore
    6 - 6 - 2021
    10 - 6 - 2021
  • Washington
    6 - 6 - 2021
    10 - 6 - 2021
  • London
    4 - 7 - 2021
    8 - 7 - 2021
  • Madrid
    4 - 7 - 2021
    8 - 7 - 2021
  • Munich
    4 - 7 - 2021
    8 - 7 - 2021
  • Berlin
    4 - 7 - 2021
    8 - 7 - 2021
  • New York
    4 - 7 - 2021
    8 - 7 - 2021
  • Istanbul
    11 - 7 - 2021
    15 - 7 - 2021
  • Bali
    11 - 7 - 2021
    15 - 7 - 2021
  • Singapore
    11 - 7 - 2021
    15 - 7 - 2021
  • Washington
    11 - 7 - 2021
    15 - 7 - 2021
  • Istanbul
    18 - 7 - 2021
    22 - 7 - 2021
  • Bali
    18 - 7 - 2021
    22 - 7 - 2021
  • Singapore
    18 - 7 - 2021
    22 - 7 - 2021
  • Washington
    18 - 7 - 2021
    22 - 7 - 2021
  • Dubai
    25 - 7 - 2021
    29 - 7 - 2021
  • Paris
    25 - 7 - 2021
    29 - 7 - 2021
  • Hong Kong
    25 - 7 - 2021
    29 - 7 - 2021
  • Kuala Lumpur
    1 - 8 - 2021
    5 - 8 - 2021
  • Rome
    1 - 8 - 2021
    5 - 8 - 2021
  • Barcelona
    1 - 8 - 2021
    5 - 8 - 2021
  • Zurich
    1 - 8 - 2021
    5 - 8 - 2021
  • London
    8 - 8 - 2021
    12 - 8 - 2021
  • Madrid
    8 - 8 - 2021
    12 - 8 - 2021
  • Munich
    8 - 8 - 2021
    12 - 8 - 2021
  • Berlin
    8 - 8 - 2021
    12 - 8 - 2021
  • New York
    8 - 8 - 2021
    12 - 8 - 2021
  • Dubai
    15 - 8 - 2021
    19 - 8 - 2021
  • Paris
    15 - 8 - 2021
    19 - 8 - 2021
  • Hong Kong
    15 - 8 - 2021
    19 - 8 - 2021
  • Istanbul
    22 - 8 - 2021
    26 - 8 - 2021
  • Bali
    22 - 8 - 2021
    26 - 8 - 2021
  • Singapore
    22 - 8 - 2021
    26 - 8 - 2021
  • Washington
    22 - 8 - 2021
    26 - 8 - 2021
  • London
    26 - 9 - 2021
    30 - 9 - 2021
  • Madrid
    26 - 9 - 2021
    30 - 9 - 2021
  • Munich
    26 - 9 - 2021
    30 - 9 - 2021
  • Berlin
    26 - 9 - 2021
    30 - 9 - 2021
  • New York
    26 - 9 - 2021
    30 - 9 - 2021
  • Istanbul
    5 - 9 - 2021
    9 - 9 - 2021
  • Bali
    5 - 9 - 2021
    9 - 9 - 2021
  • Singapore
    5 - 9 - 2021
    9 - 9 - 2021
  • Washington
    5 - 9 - 2021
    9 - 9 - 2021
  • Kuala Lumpur
    12 - 9 - 2021
    16 - 9 - 2021
  • Rome
    12 - 9 - 2021
    16 - 9 - 2021
  • Barcelona
    12 - 9 - 2021
    16 - 9 - 2021
  • Zurich
    12 - 9 - 2021
    16 - 9 - 2021
  • Dubai
    19 - 9 - 2021
    23 - 9 - 2021
  • Paris
    19 - 9 - 2021
    23 - 9 - 2021
  • Hong Kong
    19 - 9 - 2021
    23 - 9 - 2021
  • Kuala Lumpur
    17 - 10 - 2021
    21 - 10 - 2021
  • Rome
    17 - 10 - 2021
    21 - 10 - 2021
  • Barcelona
    17 - 10 - 2021
    21 - 10 - 2021
  • Zurich
    17 - 10 - 2021
    21 - 10 - 2021
  • London
    24 - 10 - 2021
    28 - 10 - 2021
  • Madrid
    24 - 10 - 2021
    28 - 10 - 2021
  • Munich
    24 - 10 - 2021
    28 - 10 - 2021
  • Berlin
    24 - 10 - 2021
    28 - 10 - 2021
  • New York
    24 - 10 - 2021
    28 - 10 - 2021
  • Dubai
    3 - 10 - 2021
    7 - 10 - 2021
  • Paris
    3 - 10 - 2021
    7 - 10 - 2021
  • Hong Kong
    3 - 10 - 2021
    7 - 10 - 2021
  • Istanbul
    10 - 10 - 2021
    14 - 10 - 2021
  • Bali
    10 - 10 - 2021
    14 - 10 - 2021
  • Singapore
    10 - 10 - 2021
    14 - 10 - 2021
  • Washington
    10 - 10 - 2021
    14 - 10 - 2021
  • London
    21 - 11 - 2021
    25 - 11 - 2021
  • Madrid
    21 - 11 - 2021
    25 - 11 - 2021
  • Munich
    21 - 11 - 2021
    25 - 11 - 2021
  • Berlin
    21 - 11 - 2021
    25 - 11 - 2021
  • New York
    21 - 11 - 2021
    25 - 11 - 2021
  • Kuala Lumpur
    7 - 11 - 2021
    11 - 11 - 2021
  • Rome
    7 - 11 - 2021
    11 - 11 - 2021
  • Barcelona
    7 - 11 - 2021
    11 - 11 - 2021
  • Zurich
    7 - 11 - 2021
    11 - 11 - 2021
  • Dubai
    14 - 11 - 2021
    18 - 11 - 2021
  • Paris
    14 - 11 - 2021
    18 - 11 - 2021
  • Hong Kong
    14 - 11 - 2021
    18 - 11 - 2021

Introduction

Managing documents, records and content can be difficult. How do you best capture, manage and store the documents and records in your organisation? Does your approach meet compliance requirements, regulations and standards? What is the best way to manage emails, web pages and electronic documents and 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 programme covers the strategies, tools, and technologies used to capture, categorise, manage, store, preserve (archive), and deliver documents and records in support of business processes. This programme also covers the core components of ISO 15489 so that organisations become compliant with best practices.
In this programme you will learn how to:

  • Understand the key concepts and overall architectural scope
  • Develop business cases and business requirements
  • Use the concepts of document and records management to deliver business drivers
  • Link how document and records management can be implemented across your organisation
  • Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with document and records management
  • Understand the key concepts and overall scope of ISO 15489 and how to apply ISO 15489 in your organisation

Objectives

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

Content

Day One

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

Day Two

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

Day Three

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

Day Four

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

Day Five

Case Studies

  • Introduction to case studies
  • Group 1 – Strategy: Developing a business case
  • Group 2 – Concepts: Training and awareness programme
  • Group 3 – Process: Developing policy and standards

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