Advanced Documents and Records Management Compliance
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Advanced Documents and Records Management Compliance Course
Introduction:
Managing documents, records and content can be difficult. How do you best capture, manage, and store the documents and records in your organization? 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.
The advanced Documents and Records Management Compliance course covers the strategies, tools, and technologies used to capture, categorize, manage, store, preserve (archive), and deliver documents and records in support of business processes. the course also covers the core components of ISO 15489 so that organizations become compliant with best practices.
Course Objectives:
By the end of the Advanced Documents and Records Management Compliance training course, participants will be able to:
- Comprehend advanced records management policies, methods, and standards including information security standards.
- Help Enhance business cases and requirements for selecting and procuring document and records management.
- Create a records management and information security plan of action to implement in their organization and learn from best practice implementations and case studies.
- Learn advanced concepts for managing information and records, such as workflow, file planning, archiving, auditing, compliance, and version control.
- Review industry-leading solutions and vendors in this marketplace.
- Using metadata, business classification scheme, taxonomy, and setting retention plans
- Learn how to implement legislation, standards, and regulation.
- Create advanced policies and procedures.
- We are setting up access controls and security procedures.
- Develop storage models, audit trails, and storage technologies.
Who Should Attend?
Advanced Documents and Records Management Compliance Course is ideal for:
- Records managers
- Document controllers
- Technical staff
- IT Management
- Document and Records Management personnel
- Document Management Supervisors
- Suppliers, Solution Providers, and Vendors
- Executives
- Users of Document and Records Management
- Personnel seeking to enhance their skills
Course Outlines:
Strategy and comprehending key elements
- Introduce advanced records management, ISO15489.
- Review information security ISO27001.
- Creating records management audit register.
- Create file plans, metadata plans, and retention schedules.
- Understanding security and compliance.
Concepts and set-up components
- Business classification scheme and taxonomy.
- Document control.
- Metadata and indexing.
- Classification schemes.
- Compliance, controls, and security.
- Legislation, standards, and regulation.
IT Process and delivery
- Review IT records management systems.
- Review ECM systems.
- Scanning and legal issues.
- Archiving and retention requirements.
- Digital signatures.
Implementation Planning
- Implementation planning.
- Setting up controls for ISO15489 and ISO27001.
- Creating policies and procedures.
- Creating a records management action plan.
Case Studies
Introduction to case studies
- Group 1 – Strategy.
- Group 2 – Concepts.
- Group 3 – Process.
- Presentations
- Evaluation and discussion.
