Course Objective

• To understand advanced records management policies, procedures, standards including information security standards
• Help develop business case and requirements for the selection and procurement of 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 workflow, file plan, 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
• Setting up access controls and security procedures
• Develop storage models, audit trail and storage technologies

Course outline

• Strategy and Understanding Key Elements

• Introduce Advanced Records Management
• Review Information Security
• Creating Records Management Audit Register
• Create File Plans, Metadata Plan, Retention Schedule
• Understanding Security and Compliance

• Concepts and Set up Components

• 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

Who Should Attend?

• Professionals and leaders who wish to learn more about document management strategies for improving organizational efficiency
• Personnel moving into leadership roles to embrace better controls for managing paper and electronic documents
• Information Security Professionals
• Document Controllers and Administrators
• IT Management
• Records Managers
• Document Controllers
• Technical Staff
• 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