In this programme you will learn how to:

• Understand the key concepts and overall architectural scope
• Develop business cases and business requirements
• Use the concepts of document and records management to deliver business drivers
• Link how document and records management can be implemented across your organization
• Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with document and records management  

In this programme you will learn how to:

• Understand the key concepts and overall architectural scope
• Develop business cases and business requirements
• Use the concepts of document and records management to deliver business drivers
• Link how document and records management can be implemented across your organization
• Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with document and records management  

This programme will prove to be a useful and productive for all those who are interested in understanding document and records management and how ic can be implemented successfully. It will be of benefit to:

• IT Management
• 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

• Module 1 Document control managements

1. Introduction for Document control concepts
2. Requirements for documents / records control
3. Documents classifications
4. Technical document control
5. Corporate document control

• Module 2 How to build efficient document control?

1. Document control procedures / standards
2. Document control staff and organization
3. Document controller career development plan / training
4. Manual and electronic document control comparison

• Module 3 Technical document control

1. Information and Knowledge Management
2. Document identifications and types
3. Life cycle data management
4. Deliverables list during contract phase
5. Master Document Register
6. Technical data required from contractors
7. Interface with contractors and subcontractors
8. Vendor document control
9. Final documentation / As built
10. Document controller quality check lists

• Module 4 Document distribution and approvals

1. Controlled distribution
2. Distribution metrics
3. Review and approval commenting by annotations / CDRC / MS Word track changes
4. Expediting / meeting deadlines
5. Transmittals

• Module 5 Management of change MOC

1. Type of MOC
2. Organization MOC
3. Technical MOC
4. As built

• Module 6 Planning for Electronic Document Management System (EDMS) Project

1. Business Case & Situation Analysis
2. Gap analysis
3. Business requirements
4. Functional requirements
5. Selection / evaluation

• Module 7 Implementing EDMS

1. System infrastructure
2. Folder structure
3. Defining document attributes/ Metadata
4. Revisions and versioning
5. Transmittals
6. Search and retrieval
7. Workflow management / Business Processes Management (BPM)
8. Integrations
9. Document capturing
10. Scanning and OCR
11. Audit trails

Question and Answers

BTS attendance certificate will be issued to all attendees completing minimum of 75% of the total course duration.

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