Documents and Records Management Training Course

Overview Objectives Audience Methodology Contents Certificate FAQ's

Course Overview

All organizations are required to keep records, regardless of industry or type of business. Document and records management affects everyone in the organization, regardless of whether written into their job description or not. Records management has become a business imperative and spans all business units including core business activities. The complexities of modern organizations are such that records management programmes often span multiple legal jurisdictions, and different laws may apply. The advent of electronic records requires that all records on all media and formats should be managed in a consistent manner, and this course provides the framework for implementation accordingly.

The Documents and Records Management training course is based largely on the international standards and methodologies for implementing Records Management. This training course is ideal for records management professionals and administrators who need a comprehensive approach and guidance to planning, setting up and managing physical and electronic records within the organization. Delegates will receive a number of templates and frameworks to kick start their records management improvement. This training course is a must for any staff member who has been appointed to manage records, or who has been allocated those responsibilities.

Important Features

The important features of Documents and Records Management training course are :

It is based on and incorporates International Standards
It includes management of records on all media, including paper, electronic and multi-media
It provides a strategic framework for developing a records management programme, spanning all business units and territories affected
It focuses on deriving business benefits, over and above meeting compliance requirements

Learning Objectives

Understand the legal environment that surrounds records management and their responsibilities in terms of the law
Make informed decisions relating to electronic records, and advise their organisations accordingly
Conduct a records audit as a basis for developing a records management strategy
Create and implement a records management roadmap and programme
Use the DIRKS records management methodology in accordance with ISO 15489
Understand the various standards applicable to records management
Manage records on all formats
Conduct an analysis of processes which impact on records management
Develop a Business Classification Scheme or File Plan
Implement a retention schedule
Implement a systematic disposal programme to destroy or transfer records which no longer have value
Understand the risks associated with various types of records media and protect against these risks.
Understand Vital records, and implement a vital records plan
Develop a change and communications plan.
Implement an on-going audit and assessment programme.

Target Audience

The Documents and Records Management training course is designed for:

Document controllers & administrators
Records management professionals
Senior registry officials
Departmental heads responsible for records management
Departmental/unit records coordinators
IT staff responsible for records management

Attendance to this training course would enable delegates to develop a records management programme and implement it in their organization. It would also help ICT individuals understand the importance of records management.

Training Methodology

This practical and results-oriented Documents and Records Management training course is based on adult learning concept. It incorporates short inspiring lectures with structured lessons from the learning manual; captivating PowerPoint slides with videos to enhance learning; ongoing discussions with action planning; ample time for Q&A; training activities to reinforce key concepts within a fun learning environment.

Pre & Post course assessments will be used to measure the effectiveness of this training and measure the skill and ability of participants.

Course Contents

Module 1 - What is Document and Records Management

On Day One the course will cover the terminology, fundamentals and principles

Key Topics

- Definitions and core concepts
- Understanding Documents V Records and the interrelationships between them
- Archives
- Managing electronic records

Metadata and naming conventions
Managing micrographic records
Managing audio-visual records
Managing security classified records in all formats
Digital preservation
Vital records

Module 2 -Regulatory Environment and Strategy

On Day Two the course will cover the Regulatory environment and development of the records management strategy

Key Topics

Statutory and regulatory framework applicable to records management
Managing records across borders
Records Management standards
Implications for Electronic records
Setting up a Records Management programme:
- Creating a Records Management strategy
- Conducting a records assessment/audit using Generally Accepted Recordkeeping Principles (GARP)
- Implementing according to the standards (ISO 30300, 30301, 15489)
- The DIRKS Methodology (Developing and Implementing a Record Keeping System)
- Functions and responsibilities of a Records Manager

Module 3 -Change Management and Implementation

Key Topics

Communications and change management
- How to create a communications plan?
- Rolling out the plan
Managing records on all media
- Paper-based records
- Cartographic records
- Audiovisual records
- Caring for magnetic media
- Magnetic tapes
- Diskettes
- Caring for optical media
- Micrographic records
- Audio-visual records
- Electronic Records Management
- Born-digital documents and records
- Scanned images
- Digital signatures
- Electronic Document and Records Management Systems (EDRMS)

Module 4 -Records Classification

On Day Four the course will cover records classification systems

Key Topics

Designing, implementing and maintaining a records classification system
Records Inventories and audits
Creating Functional subject filing systems
Designing and implementing a new file plan/classification scheme
Integrating document and records management classification
Records security classification

Module 5 -Disposal and Compliance Monitoring

On Day Five the course will cover techniques for retention and disposition, and compliance monitoring

Key Topics

Retention and Disposition
- Understanding the records lifecycle
- Creating retention schedules
- Creating a Systematic disposal programme
- Gaining control
- Current records
- Terminated records
- Applying for approval to destroy
- Current records
- Terminated records
- Disposal of records
- Destruction of records
- Transfer of Records
- Transfer to an archive
Compliance Monitoring
- On-going audits
- Developing and conducting Maturity assessments

Classroom Session

Dubai

07 - 11 Dec 2026

$5,600

Dubai

11 - 15 Jan 2027

$5,600

Lisbon

08 - 12 Mar 2027

$5,950

Riyadh

04 - 08 Apr 2027

$5,600

Dubai

31 May - 04 Jun 2027

$5,600

Bangkok

16 - 20 Aug 2027

$5,950

Dubai

11 - 15 Oct 2027

$5,600

Riyadh

24 - 28 Oct 2027

$5,600

Dubai

27 - 31 Dec 2027

$5,600

More Schedules

Online Session

Duration: 2 Hrs X 8 Days

Starting Date

09-Nov-2026

$3,000

Starting Date

08-Feb-2027

$3,500

Starting Date

27-Jul-2027

$3,500

Starting Date

29-Nov-2027

$3,500

More Schedules

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Certificate

Upon successful completion of this training, participants will receive a PROMISE Certificate of Completion.

Certificate

Upon successful completion of this training, participants will receive a PROMISE Certificate of Completion.

This Program has been approved for 25.00 HR (General) recertification credit hours toward aPHR , aPHRi , PHR®, PHRca®, SPHR®, GPHR®, PHRi and SPHRi recertification through HR Certification Institute® (HRCI®)

testimonials

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An exceptional learning experience. This stands out as one of the most comprehensive and well-structured courses I have encountered in my career.