/  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
  • London
    27 - 10 - 2019
    31 - 10 - 2019
  • Madrid
    27 - 10 - 2019
    31 - 10 - 2019
  • Munich
    27 - 10 - 2019
    31 - 10 - 2019
  • Berlin
    27 - 10 - 2019
    31 - 10 - 2019
  • New York
    27 - 10 - 2019
    31 - 10 - 2019
  • London
    17 - 11 - 2019
    21 - 11 - 2019
  • Madrid
    17 - 11 - 2019
    21 - 11 - 2019
  • Munich
    17 - 11 - 2019
    21 - 11 - 2019
  • Berlin
    17 - 11 - 2019
    21 - 11 - 2019
  • New York
    17 - 11 - 2019
    21 - 11 - 2019
  • Istanbul
    24 - 11 - 2019
    28 - 11 - 2019
  • Bali
    24 - 11 - 2019
    28 - 11 - 2019
  • Singapore
    24 - 11 - 2019
    28 - 11 - 2019
  • Washington
    24 - 11 - 2019
    28 - 11 - 2019
  • Kuala Lumpur
    3 - 11 - 2019
    7 - 11 - 2019
  • Rome
    3 - 11 - 2019
    7 - 11 - 2019
  • Rome
    3 - 11 - 2019
    7 - 11 - 2019
  • Barcelona
    3 - 11 - 2019
    7 - 11 - 2019
  • Zurich
    3 - 11 - 2019
    7 - 11 - 2019
  • Dubai
    10 - 11 - 2019
    14 - 11 - 2019
  • Paris
    10 - 11 - 2019
    14 - 11 - 2019
  • Hong Kong
    10 - 11 - 2019
    14 - 11 - 2019
  • Kuala Lumpur
    15 - 12 - 2019
    19 - 12 - 2019
  • Rome
    15 - 12 - 2019
    19 - 12 - 2019
  • Rome
    15 - 12 - 2019
    19 - 12 - 2019
  • Barcelona
    15 - 12 - 2019
    19 - 12 - 2019
  • Zurich
    15 - 12 - 2019
    19 - 12 - 2019
  • London
    22 - 12 - 2019
    26 - 12 - 2019
  • Madrid
    22 - 12 - 2019
    26 - 12 - 2019
  • Munich
    22 - 12 - 2019
    26 - 12 - 2019
  • Berlin
    22 - 12 - 2019
    26 - 12 - 2019
  • New York
    22 - 12 - 2019
    26 - 12 - 2019
  • Dubai
    8 - 12 - 2019
    12 - 12 - 2019
  • Paris
    8 - 12 - 2019
    12 - 12 - 2019
  • Hong Kong
    8 - 12 - 2019
    12 - 12 - 2019
  • Istanbul
    1 - 12 - 2019
    5 - 12 - 2019
  • Bali
    1 - 12 - 2019
    5 - 12 - 2019
  • Singapore
    1 - 12 - 2019
    5 - 12 - 2019
  • Washington
    1 - 12 - 2019
    5 - 12 - 2019
  • London
    26 - 1 - 2020
    30 - 1 - 2020
  • Madrid
    26 - 1 - 2020
    30 - 1 - 2020
  • Munich
    26 - 1 - 2020
    30 - 1 - 2020
  • Berlin
    26 - 1 - 2020
    30 - 1 - 2020
  • New York
    26 - 1 - 2020
    30 - 1 - 2020
  • Istanbul
    19 - 1 - 2020
    23 - 1 - 2020
  • Bali
    19 - 1 - 2020
    23 - 1 - 2020
  • Singapore
    19 - 1 - 2020
    23 - 1 - 2020
  • Washington
    19 - 1 - 2020
    23 - 1 - 2020
  • Kuala Lumpur
    12 - 1 - 2020
    16 - 1 - 2020
  • Rome
    12 - 1 - 2020
    16 - 1 - 2020
  • Rome
    12 - 1 - 2020
    16 - 1 - 2020
  • Barcelona
    12 - 1 - 2020
    16 - 1 - 2020
  • Zurich
    12 - 1 - 2020
    16 - 1 - 2020
  • Dubai
    5 - 1 - 2020
    9 - 1 - 2020
  • Paris
    5 - 1 - 2020
    9 - 1 - 2020
  • Hong Kong
    5 - 1 - 2020
    9 - 1 - 2020
  • Kuala Lumpur
    23 - 2 - 2020
    27 - 2 - 2020
  • Rome
    23 - 2 - 2020
    27 - 2 - 2020
  • Rome
    23 - 2 - 2020
    27 - 2 - 2020
  • Barcelona
    23 - 2 - 2020
    27 - 2 - 2020
  • Zurich
    23 - 2 - 2020
    27 - 2 - 2020
  • London
    16 - 2 - 2020
    20 - 2 - 2020
  • Madrid
    16 - 2 - 2020
    20 - 2 - 2020
  • Munich
    16 - 2 - 2020
    20 - 2 - 2020
  • Berlin
    16 - 2 - 2020
    20 - 2 - 2020
  • New York
    16 - 2 - 2020
    20 - 2 - 2020
  • Dubai
    9 - 2 - 2020
    13 - 2 - 2020
  • Paris
    9 - 2 - 2020
    13 - 2 - 2020
  • Hong Kong
    9 - 2 - 2020
    13 - 2 - 2020
  • Istanbul
    2 - 2 - 2020
    6 - 2 - 2020
  • Bali
    2 - 2 - 2020
    6 - 2 - 2020
  • Singapore
    2 - 2 - 2020
    6 - 2 - 2020
  • Washington
    2 - 2 - 2020
    6 - 2 - 2020
  • London
    15 - 3 - 2020
    19 - 3 - 2020
  • Madrid
    15 - 3 - 2020
    19 - 3 - 2020
  • Munich
    15 - 3 - 2020
    19 - 3 - 2020
  • Berlin
    15 - 3 - 2020
    19 - 3 - 2020
  • New York
    15 - 3 - 2020
    19 - 3 - 2020
  • Istanbul
    8 - 3 - 2020
    12 - 3 - 2020
  • Bali
    8 - 3 - 2020
    12 - 3 - 2020
  • Singapore
    8 - 3 - 2020
    12 - 3 - 2020
  • Washington
    8 - 3 - 2020
    12 - 3 - 2020
  • Kuala Lumpur
    1 - 3 - 2020
    5 - 3 - 2020
  • Rome
    1 - 3 - 2020
    5 - 3 - 2020
  • Rome
    1 - 3 - 2020
    5 - 3 - 2020
  • Barcelona
    1 - 3 - 2020
    5 - 3 - 2020
  • Zurich
    1 - 3 - 2020
    5 - 3 - 2020
  • Dubai
    22 - 3 - 2020
    26 - 3 - 2020
  • Paris
    22 - 3 - 2020
    26 - 3 - 2020
  • Hong Kong
    22 - 3 - 2020
    26 - 3 - 2020
  • Kuala Lumpur
    26 - 4 - 2020
    30 - 4 - 2020
  • Rome
    26 - 4 - 2020
    30 - 4 - 2020
  • Rome
    26 - 4 - 2020
    30 - 4 - 2020
  • Barcelona
    26 - 4 - 2020
    30 - 4 - 2020
  • Zurich
    26 - 4 - 2020
    30 - 4 - 2020
  • London
    5 - 4 - 2020
    9 - 4 - 2020
  • Madrid
    5 - 4 - 2020
    9 - 4 - 2020
  • Munich
    5 - 4 - 2020
    9 - 4 - 2020
  • Berlin
    5 - 4 - 2020
    9 - 4 - 2020
  • New York
    5 - 4 - 2020
    9 - 4 - 2020
  • Dubai
    12 - 4 - 2020
    16 - 4 - 2020
  • Paris
    12 - 4 - 2020
    16 - 4 - 2020
  • Hong Kong
    12 - 4 - 2020
    16 - 4 - 2020
  • Istanbul
    19 - 4 - 2020
    23 - 4 - 2020
  • Bali
    19 - 4 - 2020
    23 - 4 - 2020
  • Singapore
    19 - 4 - 2020
    23 - 4 - 2020
  • Washington
    19 - 4 - 2020
    23 - 4 - 2020
  • London
    10 - 5 - 2020
    14 - 5 - 2020
  • Madrid
    10 - 5 - 2020
    14 - 5 - 2020
  • Munich
    10 - 5 - 2020
    14 - 5 - 2020
  • Berlin
    10 - 5 - 2020
    14 - 5 - 2020
  • New York
    10 - 5 - 2020
    14 - 5 - 2020
  • Istanbul
    3 - 5 - 2020
    7 - 5 - 2020
  • Bali
    3 - 5 - 2020
    7 - 5 - 2020
  • Singapore
    3 - 5 - 2020
    7 - 5 - 2020
  • Washington
    3 - 5 - 2020
    7 - 5 - 2020
  • Kuala Lumpur
    17 - 5 - 2020
    21 - 5 - 2020
  • Rome
    17 - 5 - 2020
    21 - 5 - 2020
  • Rome
    17 - 5 - 2020
    21 - 5 - 2020
  • Barcelona
    17 - 5 - 2020
    21 - 5 - 2020
  • Zurich
    17 - 5 - 2020
    21 - 5 - 2020
  • Dubai
    24 - 5 - 2020
    28 - 5 - 2020
  • Paris
    24 - 5 - 2020
    28 - 5 - 2020
  • Hong Kong
    24 - 5 - 2020
    28 - 5 - 2020
  • Kuala Lumpur
    14 - 6 - 2020
    18 - 6 - 2020
  • Rome
    14 - 6 - 2020
    18 - 6 - 2020
  • Rome
    14 - 6 - 2020
    18 - 6 - 2020
  • Barcelona
    14 - 6 - 2020
    18 - 6 - 2020
  • Zurich
    14 - 6 - 2020
    18 - 6 - 2020
  • London
    21 - 6 - 2020
    25 - 6 - 2020
  • Madrid
    21 - 6 - 2020
    25 - 6 - 2020
  • Munich
    21 - 6 - 2020
    25 - 6 - 2020
  • Berlin
    21 - 6 - 2020
    25 - 6 - 2020
  • New York
    21 - 6 - 2020
    25 - 6 - 2020
  • Dubai
    28 - 6 - 2020
    2 - 7 - 2020
  • Paris
    28 - 6 - 2020
    2 - 7 - 2020
  • Hong Kong
    28 - 6 - 2020
    2 - 7 - 2020
  • Istanbul
    7 - 6 - 2020
    11 - 6 - 2020
  • Bali
    7 - 6 - 2020
    11 - 6 - 2020
  • Singapore
    7 - 6 - 2020
    11 - 6 - 2020
  • Washington
    7 - 6 - 2020
    11 - 6 - 2020
  • London
    5 - 7 - 2020
    9 - 7 - 2020
  • Madrid
    5 - 7 - 2020
    9 - 7 - 2020
  • Munich
    5 - 7 - 2020
    9 - 7 - 2020
  • Berlin
    5 - 7 - 2020
    9 - 7 - 2020
  • New York
    5 - 7 - 2020
    9 - 7 - 2020
  • Istanbul
    12 - 7 - 2020
    16 - 7 - 2020
  • Bali
    12 - 7 - 2020
    16 - 7 - 2020
  • Singapore
    12 - 7 - 2020
    16 - 7 - 2020
  • Washington
    12 - 7 - 2020
    16 - 7 - 2020
  • Istanbul
    19 - 7 - 2020
    23 - 7 - 2020
  • Bali
    19 - 7 - 2020
    23 - 7 - 2020
  • Singapore
    19 - 7 - 2020
    23 - 7 - 2020
  • Washington
    19 - 7 - 2020
    23 - 7 - 2020
  • Dubai
    26 - 7 - 2020
    30 - 7 - 2020
  • Paris
    26 - 7 - 2020
    30 - 7 - 2020
  • Hong Kong
    26 - 7 - 2020
    30 - 7 - 2020
  • Kuala Lumpur
    2 - 8 - 2020
    6 - 8 - 2020
  • Rome
    2 - 8 - 2020
    6 - 8 - 2020
  • Rome
    2 - 8 - 2020
    6 - 8 - 2020
  • Barcelona
    2 - 8 - 2020
    6 - 8 - 2020
  • Zurich
    2 - 8 - 2020
    6 - 8 - 2020
  • London
    9 - 8 - 2020
    13 - 8 - 2020
  • Madrid
    9 - 8 - 2020
    13 - 8 - 2020
  • Munich
    9 - 8 - 2020
    13 - 8 - 2020
  • Berlin
    9 - 8 - 2020
    13 - 8 - 2020
  • New York
    9 - 8 - 2020
    13 - 8 - 2020
  • Dubai
    16 - 8 - 2020
    20 - 8 - 2020
  • Paris
    16 - 8 - 2020
    20 - 8 - 2020
  • Hong Kong
    16 - 8 - 2020
    20 - 8 - 2020
  • Istanbul
    23 - 8 - 2020
    27 - 8 - 2020
  • Bali
    23 - 8 - 2020
    27 - 8 - 2020
  • Singapore
    23 - 8 - 2020
    27 - 8 - 2020
  • Washington
    23 - 8 - 2020
    27 - 8 - 2020
  • London
    27 - 9 - 2020
    1 - 10 - 2020
  • Madrid
    27 - 9 - 2020
    1 - 10 - 2020
  • Munich
    27 - 9 - 2020
    1 - 10 - 2020
  • Berlin
    27 - 9 - 2020
    1 - 10 - 2020
  • New York
    27 - 9 - 2020
    1 - 10 - 2020
  • Istanbul
    6 - 9 - 2020
    10 - 9 - 2020
  • Bali
    6 - 9 - 2020
    10 - 9 - 2020
  • Singapore
    6 - 9 - 2020
    10 - 9 - 2020
  • Washington
    6 - 9 - 2020
    10 - 9 - 2020
  • Kuala Lumpur
    13 - 9 - 2020
    17 - 9 - 2020
  • Rome
    13 - 9 - 2020
    17 - 9 - 2020
  • Rome
    13 - 9 - 2020
    17 - 9 - 2020
  • Barcelona
    13 - 9 - 2020
    17 - 9 - 2020
  • Zurich
    13 - 9 - 2020
    17 - 9 - 2020
  • Dubai
    20 - 9 - 2020
    24 - 9 - 2020
  • Paris
    20 - 9 - 2020
    24 - 9 - 2020
  • Hong Kong
    20 - 9 - 2020
    24 - 9 - 2020
  • Dubai
    4 - 10 - 2020
    8 - 10 - 2020
  • Paris
    4 - 10 - 2020
    8 - 10 - 2020
  • Hong Kong
    4 - 10 - 2020
    8 - 10 - 2020

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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