DOCUMENTS & RECORDS MANAGEMENT COMPLIANCE

Managing an ever-increasing volume of paper and electronic (digital) documents, records, knowledge and content can be very difficult. How do you best capture, manage and store the documents and records in your organization? How can records management ISO 15489 and information security ISO 27001 help? Does your approach meet compliance requirements, security, regulations and standards? What is the best way to manage emails, web pages and electronic documents and paper 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 Documents and Records Management Compliance training course covers the strategies, tools, and technologies used to capture, categories, manage, store, preserve (archive), and deliver documents and records in support of business processes. This training course also covers the core components of ISO 15489 so that organizations become compliant with best practices.

  • 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
  • Create a document and records management plan of action to implement in their organization and learn from best practice implementations and case studies
  • Setting up access controls and security
  • Develop storage models, audit trail and storage technologies

Day 1

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 2

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 3

Process and Delivery

  • Information Gathering: audit and survey
  • Building a Business Case
  • Business Requirements
  • 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 4

Outbound Activities Aimed At Improving:

  • Communication
  • Teamwork
  • Confidence
  • Motivation

Day 5

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 Programmed Planning

  • 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
  • Technical Staff

  • Face To Face
  • Role playing
  • Post session assessment
  • Video presentation
  • Case study

  • English
  • Indonesia