Documents and Records Management Compliance Course

Master documents and records management compliance techniques. Enroll in this training course to ensure effective management of organizational records. BMC Training offers Documents and Records Management Compliance Course in Secretarial and Administration Courses.

  • English
  • 158 Training Sessions
  • Confirmed
  • One Week
Documents and Records Management Compliance Training Course

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Type a city name or a month
Venue Start Date End Date Net Fees Details & Registration
Paris , France 23 - Jun - 2024 27 - Jun - 2024 6700 GBP
Dubai , UAE 23 - Jun - 2024 27 - Jun - 2024 4987.5 GBP
Hong Kong , Hong Kong 23 - Jun - 2024 27 - Jun - 2024 8500 GBP
Tokyo , Japan 23 - Jun - 2024 27 - Jun - 2024 9750 GBP
Madrid , Spain 7 - Jul - 2024 11 - Jul - 2024 6950 GBP
Munich , Germany 7 - Jul - 2024 11 - Jul - 2024 7900 GBP
Berlin , Germany 7 - Jul - 2024 11 - Jul - 2024 7900 GBP
New York , United States 7 - Jul - 2024 11 - Jul - 2024 10900 GBP
London , UK 7 - Jul - 2024 11 - Jul - 2024 4950 GBP
Amsterdam , Netherlands 7 - Jul - 2024 11 - Jul - 2024 8100 GBP
Bali , Indonesia 14 - Jul - 2024 18 - Jul - 2024 8100 GBP
Istanbul , Turkey 14 - Jul - 2024 18 - Jul - 2024 4700 GBP
Singapore , Singapore 14 - Jul - 2024 18 - Jul - 2024 7500 GBP
Washington , United States 14 - Jul - 2024 18 - Jul - 2024 11000 GBP
Bali , Indonesia 21 - Jul - 2024 25 - Jul - 2024 8100 GBP
Istanbul , Turkey 21 - Jul - 2024 25 - Jul - 2024 4700 GBP
Singapore , Singapore 21 - Jul - 2024 25 - Jul - 2024 7500 GBP
Washington , United States 21 - Jul - 2024 25 - Jul - 2024 11000 GBP
Paris , France 28 - Jul - 2024 1 - Aug - 2024 6700 GBP
Dubai , UAE 28 - Jul - 2024 1 - Aug - 2024 4987.5 GBP
Hong Kong , Hong Kong 28 - Jul - 2024 1 - Aug - 2024 8500 GBP
Madrid , Spain 14 - Jul - 2024 18 - Jul - 2024 6950 GBP
London , UK 14 - Jul - 2024 18 - Jul - 2024 4950 GBP
Munich , Germany 14 - Jul - 2024 18 - Jul - 2024 7900 GBP
Berlin , Germany 14 - Jul - 2024 18 - Jul - 2024 7900 GBP
New York , United States 14 - Jul - 2024 18 - Jul - 2024 10900 GBP
Madrid , Spain 21 - Jul - 2024 25 - Jul - 2024 6950 GBP
Amsterdam , Netherlands 14 - Jul - 2024 18 - Jul - 2024 8100 GBP
London , UK 21 - Jul - 2024 25 - Jul - 2024 4950 GBP
Munich , Germany 21 - Jul - 2024 25 - Jul - 2024 7900 GBP
Berlin , Germany 21 - Jul - 2024 25 - Jul - 2024 7900 GBP
New York , United States 21 - Jul - 2024 25 - Jul - 2024 10900 GBP
Amsterdam , Netherlands 21 - Jul - 2024 25 - Jul - 2024 8100 GBP
Milan , Italy 7 - Jul - 2024 11 - Jul - 2024 6950 GBP
Tokyo , Japan 28 - Jul - 2024 1 - Aug - 2024 9750 GBP
Milan , Italy 14 - Jul - 2024 18 - Jul - 2024 6950 GBP
Milan , Italy 21 - Jul - 2024 25 - Jul - 2024 6950 GBP
Kuala Lumpur , Malaysia 4 - Aug - 2024 8 - Aug - 2024 4750 GBP
Rome , Italy 4 - Aug - 2024 8 - Aug - 2024 7300 GBP
Barcelona , Spain 4 - Aug - 2024 8 - Aug - 2024 6950 GBP
Zurich , Switzerland 4 - Aug - 2024 8 - Aug - 2024 7950 GBP
Madrid , Spain 11 - Aug - 2024 15 - Aug - 2024 6950 GBP
London , UK 11 - Aug - 2024 15 - Aug - 2024 4950 GBP
Munich , Germany 11 - Aug - 2024 15 - Aug - 2024 7900 GBP
Berlin , Germany 11 - Aug - 2024 15 - Aug - 2024 7900 GBP
New York , United States 11 - Aug - 2024 15 - Aug - 2024 10900 GBP
Amsterdam , Netherlands 11 - Aug - 2024 15 - Aug - 2024 8100 GBP
Paris , France 18 - Aug - 2024 22 - Aug - 2024 6700 GBP
Dubai , UAE 18 - Aug - 2024 22 - Aug - 2024 4987.5 GBP
Hong Kong , Hong Kong 18 - Aug - 2024 22 - Aug - 2024 8500 GBP
Bali , Indonesia 25 - Aug - 2024 29 - Aug - 2024 8100 GBP
Istanbul , Turkey 25 - Aug - 2024 29 - Aug - 2024 4700 GBP
Singapore , Singapore 25 - Aug - 2024 29 - Aug - 2024 7500 GBP
Washington , United States 25 - Aug - 2024 29 - Aug - 2024 11000 GBP
Paris , France 4 - Aug - 2024 8 - Aug - 2024 6700 GBP
Dubai , UAE 4 - Aug - 2024 8 - Aug - 2024 4987.5 GBP
Hong Kong , Hong Kong 4 - Aug - 2024 8 - Aug - 2024 8500 GBP
Milan , Italy 11 - Aug - 2024 15 - Aug - 2024 6950 GBP
Tokyo , Japan 18 - Aug - 2024 22 - Aug - 2024 9750 GBP
Tokyo , Japan 4 - Aug - 2024 8 - Aug - 2024 9750 GBP
Madrid , Spain 22 - Sep - 2024 26 - Sep - 2024 6950 GBP
London , UK 22 - Sep - 2024 26 - Sep - 2024 4950 GBP
Munich , Germany 22 - Sep - 2024 26 - Sep - 2024 7900 GBP
Berlin , Germany 22 - Sep - 2024 26 - Sep - 2024 7900 GBP
New York , United States 22 - Sep - 2024 26 - Sep - 2024 10900 GBP
Amsterdam , Netherlands 22 - Sep - 2024 26 - Sep - 2024 8100 GBP
Bali , Indonesia 1 - Sep - 2024 5 - Sep - 2024 8100 GBP
Istanbul , Turkey 1 - Sep - 2024 5 - Sep - 2024 4700 GBP
Singapore , Singapore 1 - Sep - 2024 5 - Sep - 2024 7500 GBP
Washington , United States 1 - Sep - 2024 5 - Sep - 2024 11000 GBP
Kuala Lumpur , Malaysia 8 - Sep - 2024 12 - Sep - 2024 4750 GBP
Rome , Italy 8 - Sep - 2024 12 - Sep - 2024 7300 GBP
Barcelona , Spain 8 - Sep - 2024 12 - Sep - 2024 6950 GBP
Zurich , Switzerland 8 - Sep - 2024 12 - Sep - 2024 7950 GBP
Paris , France 15 - Sep - 2024 19 - Sep - 2024 6700 GBP
Dubai , UAE 15 - Sep - 2024 19 - Sep - 2024 4987.5 GBP
Hong Kong , Hong Kong 15 - Sep - 2024 19 - Sep - 2024 8500 GBP
Madrid , Spain 1 - Sep - 2024 5 - Sep - 2024 6950 GBP
London , UK 1 - Sep - 2024 5 - Sep - 2024 4950 GBP
Munich , Germany 1 - Sep - 2024 5 - Sep - 2024 7900 GBP
Berlin , Germany 1 - Sep - 2024 5 - Sep - 2024 7900 GBP
New York , United States 1 - Sep - 2024 5 - Sep - 2024 10900 GBP
Amsterdam , Netherlands 1 - Sep - 2024 5 - Sep - 2024 8100 GBP
Milan , Italy 22 - Sep - 2024 26 - Sep - 2024 6950 GBP
Tokyo , Japan 15 - Sep - 2024 19 - Sep - 2024 9750 GBP
Milan , Italy 1 - Sep - 2024 5 - Sep - 2024 6950 GBP
Kuala Lumpur , Malaysia 20 - Oct - 2024 24 - Oct - 2024 4750 GBP
Rome , Italy 20 - Oct - 2024 24 - Oct - 2024 7300 GBP
Barcelona , Spain 20 - Oct - 2024 24 - Oct - 2024 6950 GBP
Zurich , Switzerland 20 - Oct - 2024 24 - Oct - 2024 7950 GBP
Madrid , Spain 27 - Oct - 2024 31 - Oct - 2024 6950 GBP
London , UK 27 - Oct - 2024 31 - Oct - 2024 4950 GBP
Munich , Germany 27 - Oct - 2024 31 - Oct - 2024 7900 GBP
Berlin , Germany 27 - Oct - 2024 31 - Oct - 2024 7900 GBP
New York , United States 27 - Oct - 2024 31 - Oct - 2024 10900 GBP
Amsterdam , Netherlands 27 - Oct - 2024 31 - Oct - 2024 8100 GBP
Paris , France 6 - Oct - 2024 10 - Oct - 2024 6700 GBP
Dubai , UAE 6 - Oct - 2024 10 - Oct - 2024 4987.5 GBP
Hong Kong , Hong Kong 6 - Oct - 2024 10 - Oct - 2024 8500 GBP
Bali , Indonesia 13 - Oct - 2024 17 - Oct - 2024 8100 GBP
Istanbul , Turkey 13 - Oct - 2024 17 - Oct - 2024 4700 GBP
Singapore , Singapore 13 - Oct - 2024 17 - Oct - 2024 7500 GBP
Washington , United States 13 - Oct - 2024 17 - Oct - 2024 11000 GBP
Paris , France 20 - Oct - 2024 24 - Oct - 2024 6700 GBP
Dubai , UAE 20 - Oct - 2024 24 - Oct - 2024 4987.5 GBP
Hong Kong , Hong Kong 20 - Oct - 2024 24 - Oct - 2024 8500 GBP
Milan , Italy 27 - Oct - 2024 31 - Oct - 2024 6950 GBP
Tokyo , Japan 6 - Oct - 2024 10 - Oct - 2024 9750 GBP
Tokyo , Japan 20 - Oct - 2024 24 - Oct - 2024 9750 GBP
Madrid , Spain 17 - Nov - 2024 21 - Nov - 2024 6950 GBP
London , UK 17 - Nov - 2024 21 - Nov - 2024 4950 GBP
Munich , Germany 17 - Nov - 2024 21 - Nov - 2024 7900 GBP
Berlin , Germany 17 - Nov - 2024 21 - Nov - 2024 7900 GBP
New York , United States 17 - Nov - 2024 21 - Nov - 2024 10900 GBP
Amsterdam , Netherlands 17 - Nov - 2024 21 - Nov - 2024 8100 GBP
Bali , Indonesia 24 - Nov - 2024 28 - Nov - 2024 8100 GBP
Istanbul , Turkey 24 - Nov - 2024 28 - Nov - 2024 4700 GBP
Singapore , Singapore 24 - Nov - 2024 28 - Nov - 2024 7500 GBP
Washington , United States 24 - Nov - 2024 28 - Nov - 2024 11000 GBP
Kuala Lumpur , Malaysia 3 - Nov - 2024 7 - Nov - 2024 4750 GBP
Rome , Italy 3 - Nov - 2024 7 - Nov - 2024 7300 GBP
Barcelona , Spain 3 - Nov - 2024 7 - Nov - 2024 6950 GBP
Zurich , Switzerland 3 - Nov - 2024 7 - Nov - 2024 7950 GBP
Paris , France 10 - Nov - 2024 14 - Nov - 2024 6700 GBP
Dubai , UAE 10 - Nov - 2024 14 - Nov - 2024 4987.5 GBP
Hong Kong , Hong Kong 10 - Nov - 2024 14 - Nov - 2024 8500 GBP
Madrid , Spain 24 - Nov - 2024 28 - Nov - 2024 6950 GBP
London , UK 24 - Nov - 2024 28 - Nov - 2024 4950 GBP
Munich , Germany 24 - Nov - 2024 28 - Nov - 2024 7900 GBP
Berlin , Germany 24 - Nov - 2024 28 - Nov - 2024 7900 GBP
New York , United States 24 - Nov - 2024 28 - Nov - 2024 10900 GBP
Amsterdam , Netherlands 24 - Nov - 2024 28 - Nov - 2024 8100 GBP
Milan , Italy 17 - Nov - 2024 21 - Nov - 2024 6950 GBP
Tokyo , Japan 10 - Nov - 2024 14 - Nov - 2024 9750 GBP
Milan , Italy 24 - Nov - 2024 28 - Nov - 2024 6950 GBP
Kuala Lumpur , Malaysia 15 - Dec - 2024 19 - Dec - 2024 4750 GBP
Rome , Italy 15 - Dec - 2024 19 - Dec - 2024 7300 GBP
Barcelona , Spain 15 - Dec - 2024 19 - Dec - 2024 6950 GBP
Zurich , Switzerland 15 - Dec - 2024 19 - Dec - 2024 7950 GBP
Madrid , Spain 22 - Dec - 2024 26 - Dec - 2024 6950 GBP
London , UK 22 - Dec - 2024 26 - Dec - 2024 4950 GBP
Munich , Germany 22 - Dec - 2024 26 - Dec - 2024 7900 GBP
Berlin , Germany 22 - Dec - 2024 26 - Dec - 2024 7900 GBP
New York , United States 22 - Dec - 2024 26 - Dec - 2024 10900 GBP
Amsterdam , Netherlands 22 - Dec - 2024 26 - Dec - 2024 8100 GBP
Paris , France 8 - Dec - 2024 12 - Dec - 2024 6700 GBP
Dubai , UAE 8 - Dec - 2024 12 - Dec - 2024 4987.5 GBP
Hong Kong , Hong Kong 8 - Dec - 2024 12 - Dec - 2024 8500 GBP
Bali , Indonesia 1 - Dec - 2024 5 - Dec - 2024 8100 GBP
Istanbul , Turkey 1 - Dec - 2024 5 - Dec - 2024 4700 GBP
Singapore , Singapore 1 - Dec - 2024 5 - Dec - 2024 7500 GBP
Washington , United States 1 - Dec - 2024 5 - Dec - 2024 11000 GBP
Paris , France 15 - Dec - 2024 19 - Dec - 2024 6700 GBP
Dubai , UAE 15 - Dec - 2024 19 - Dec - 2024 4987.5 GBP
Hong Kong , Hong Kong 15 - Dec - 2024 19 - Dec - 2024 8500 GBP
Milan , Italy 22 - Dec - 2024 26 - Dec - 2024 6950 GBP
Tokyo , Japan 8 - Dec - 2024 12 - Dec - 2024 9750 GBP
Tokyo , Japan 15 - Dec - 2024 19 - Dec - 2024 9750 GBP

Course Syllabus

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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