Global Learning for Operational Leaders
Professional training course
Document Control and Records Management
On this Document Control and Records Management course, participants will uncover the root causes of inefficient documen... The outline covers Setting procedures, templates and standard forms, Document control requiremen...
Classroom
16 sessions
Scroll for more
Online / Live
16 sessions
Scroll for more
Introduction
Course overview
Why Attend
On this Document Control and Records Management course, participants will uncover the root causes of inefficient documentation processes, deepening their understanding of their impact on workflows. Armed with these insights, participants will delve into a meticulously curated set of best practices, enabling them to design cost-effective, forward-looking corporate strategies. By embracing these practices, participants will lead the transition toward paperless offices, not only saving resources but also safeguarding document integrity and positioning their organizations for the future.
Drawing insights from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses, participants will be equipped to guide their organizations through transformation with confidence.
This course is an opportunity to embark on a journey that reshapes documentation approaches, enhancing both skill sets and organizational success.
Course Methodology
This interactive course uses instructor led presentations, videos and group work to explain key document control concepts.
Course Objectives
By the end of the course, participants will be able to:
- Recognize underlying factors contributing to inefficiencies within the documentation process
- Use proven methods to introduce a cost-effective and future-proof corporate strategy for documentation that helps achieve a paperless office
- Coordinate the processes of change management related to documentation, using knowledge from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses
- Develop a comprehensive understanding of significant technical documentation cases from multiple viewpoints
- Create and implement a documentation project process from initiation to completion following established procedures
Target Audience
This course is designed for anyone who is required to implement and handle any type of documents; including, but not limited to, procurement, operational, administrative or legal documents.
Target Competencies
- Document control
- Records management
- Designing policies
- Project management
- Quality control
What you will achieve
Learning objectives
- Recognize underlying factors contributing to inefficiencies within the documentation process
- Use proven methods to introduce a cost-effective and future-proof corporate strategy for documentation that helps achieve a paperless office
- Coordinate the processes of change management related to documentation, using knowledge from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses
- Develop a comprehensive understanding of significant technical documentation cases from multiple viewpoints
- Create and implement a documentation project process from initiation to completion following established procedures
Who should attend
Target audience
- This course is designed for anyone who is required to implement and handle any type of documents; including, but not limited to, procurement, operational, administrative or legal documents.
- Target Competencies
- Document control
- Records management
- Designing policies
- Project management
- Quality control
Methodology
Learning approach
- This interactive course uses instructor led presentations, videos and group work to explain key document control concepts.
Course content
Course outline and key learning areas
Module 1
Setting procedures, templates and standard forms
- Electronic Document Management System (EDMS) recommendations and implementation according to ISO standards
- Establishing a Document Management System, including the creation, review, approval, saving, and publishing of internal documents
- Creating a process map, effective procedures, and work instructions
- Training departmental staff and train the trainer
Module 2
Document control requirements
- Challenging existing or legacy Document Management Systems
- Maintaining and retaining project and engineering documentation
- Reviewing the structure and components of a Data library
- Indexing and document numbering
Module 3
Going paperless
- EDMS recommendations; in house or off the shelf application advantages and disadvantages
- Benefits of establishing a Document Control System
- Going paperless from start to finish
- Meeting contractual obligations and stakeholder requirements
- Revision control, design changes and markup
- Project safekeeping of legacy documents and archiving solutions including data loss prevention
Module 4
Document control policies and procedures
- Standardized document management
- Developing a document control policy
- Implementing a document access policy
- Creating multiple degrees of control for different types of documents
- Tracking document versions
- Creating document retention policies
Module 5
Document storage
- Creating a central storage site for documents
- Creating levels of control for different types of documents
- Providing a mechanism to track document versions
- Using a consistent naming convention for documents
- Ensuring all stakeholders understand the policy and its scope
- Retrieving and archiving documents
FAQ
Frequently asked questions
What does Document Control and Records Management cover?
This course covers Data Management and Business Intelligence 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 18 - 22 May 2026, with additional classroom dates and mirrored Online / Live options listed in the course schedules section.
Who should attend this course?
This course is designed for anyone who is required to implement and handle any type of documents; including, but not limited to, procurement, operational, administrative or legal documents., Target Competencies, Document control
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?
Yes. The course detail page includes both classroom sessions and Online / Live sessions, with online options aligned to the same course dates for easier planning.
Where are classroom sessions delivered?
Current classroom venues include Barcelona, Paris, Frankfurt, Rome, Kuala lumpur, Istanbul, Vienna.
Still Have Questions?
Contact the academy team for course details, delivery options, and delegate guidance.
Related training courses
Continue building your improvement capability
Quick request
Send quick request
Send a fast enquiry about this course and the academy team will get back to you.