Global Learning for Operational Leaders
Course AS-001
Certificate in Document Control and Records Management (CDCRM)
This course provides a strong understanding of the concepts of Document Control and Records Management and develops the... The outline covers Foundations of Document Control, Implementing Document Control, Records Manage...
- 5 daysClassroom or online
- 14Upcoming dates
- 13Cities
- €1,625Fees from
Classroom
14 sessions
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Online / Live
14 sessions
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Introduction
Course overview
This course provides a strong understanding of the concepts of Document Control and Records Management and develops the requirements to help Document Controllers, Records Managers and other staff improve the control of critical documents across the organization. Using best practice and time-proven methodologies and techniques, the course enables participants to understand and implement key document control methods and improvement plans, and to understand the impact of wider information management issues and challenges.
What you will achieve
Learning objectives
- Explain how Document Control and Records Management fits within the business objectives and environment of their organizations.
- Apply key Document Control and Records Management concepts and techniques to organizing and managing documents and records.
- Describe the most common reasons for poor document control, and how to improve the process.
- Explain the process of planning and implementing a Document Control and Records Management (DCRM) solution.
- Apply best practice, yet key standards to Document Control and Records Management.
Who should attend
Target audience
- This course is designed for anyone from administration to management, with full or some responsibility, at a corporate and operational level, for document and records management, document control, compliance and information governance.
Methodology
Learning approach
- This course uses a combination of presentations, group discussions, case studies and exercises based on real life situations.
Complete course outline
Five focused days of learning and application
The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.
Day 1
Foundations of Document Control
- Understanding document control fundamentals
- Analyzing standards related to document control
- Identifying the important elements of document control
- Managing deliverables for your projects
- Coffee break
- Managing deliverables for your projects (continued)
- Document identification
- Document types
- Templates
- Transmittals
Day 2
Implementing Document Control
- Ensuring quality
- Quality standards
- Procedures and specifications
- Coffee break
- Procedures and specifications (continued)
- Roles and responsibilities
- Document distribution
- Document control systems
Day 3
Records Management Techniques
- Records management lifecycle
- Capture
- Classification
- Metadata
- Coffee break
- Metadata (continued)
- Collaboration
- Searching
- Retention, Archiving and Disposal
Day 4
Planning for Document Control and Records Management
- Drivers for document control and records management
- Standards and guidance
- Regulations
- Coffee break
- Regulations (continued)
- The business case
- Risk analysis
Day 5
Implementing Document Control and Records Management
- Designing a DCRM solution
- Requirements for a solution
- Selecting and implementing a DCRM system
- Coffee break
- Selecting and implementing a DCRM system (continued)
- Migration
- Business as usual
Course FAQs
Questions about this course
What participants and training managers usually ask before booking Certificate in Document Control and Records Management (CDCRM). Can't find your answer?
What does Certificate in Document Control and Records Management (CDCRM) (AS-001) cover?
This course covers Administration and Secretarial through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 16 - 20 November 2026. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
This course is designed for anyone from administration to management, with full or some responsibility, at a corporate and operational level, for document and records management, document control, compliance and information governance.
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Check the course schedules section for currently published classroom and Online / Live sessions.
Where are classroom sessions delivered?
Current classroom venues include Barcelona, London, Cape Town, Amsterdam, Istanbul, Munich, Paris, Frankfurt, Kuala lumpur, Rome, Vienna, Geneva, Madrid.
How long is the training programme?
The programme runs for five days from 09:00 to 14:00, which gives 25 contact hours, including a daily 30-minute break (22.5 hours of instruction).
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Choose an available date and venue, add your participants, and we will email a formal quotation for Certificate in Document Control and Records Management (CDCRM) to your business address.