Course Overview
This comprehensive 5-day course by IRES equips professionals with the expertise to excel as document controllers, ensuring compliance and efficiency in document management. Participants will learn to implement robust document control systems, manage electronic and physical records, and enhance organizational transparency. Through practical exercises and case studies, you’ll master the skills to streamline workflows and safeguard critical information across public, private, corporate, and voluntary sectors.
Course Duration
5 Days
Target Audience
- Document controllers and records managers
- Administrators, compliance officers, and internal auditors
- IT and enterprise content management professionals
- Professionals in public, private, corporate, or voluntary sectors
Organizational Impact
- Enhanced compliance with streamlined document control systems
- Improved transparency and accountability in information management
- Reduced financial losses from outdated or mismanaged documents
- Strengthened disaster recovery and business continuity planning
Personal Impact
- Mastery of document control and records management skills
- Enhanced career prospects in compliance and administration
- Increased confidence in managing digital and physical records
- Improved ability to implement secure, efficient systems
Course Level:
Course Objectives
- Understand the principles of document control and information governance
- Implement effective document control systems and procedures
- Ensure compliance with ISO 15489 and other standards
- Manage electronic and physical records securely
- Develop strategies for disaster recovery and process improvement
Course Outline
Module 1: Fundamentals of Document Control
- Understanding the importance of document control in organizations
- Differentiating document control vs. records management
- Exploring ISO 15489 and document control standards
- Defining document and records lifecycles
- Case Study: Analyze a document control process
Module 2: Document Control Systems and Frameworks
- Setting up a document control system for new projects
- Implementing procedures, policies, and templates
- Managing metadata, indexing, and file movement
- Ensuring privacy, security, and compliance
- Case Study: Design a document control framework
Module 3: Compliance and Auditing
- Monitoring compliance with document control policies
- Conducting internal audits and maintaining traceability
- Reporting document status and MIS statistics
- Implementing risk management and disaster recovery plans
- Case Study: Perform a mock document audit
Module 4: Document Control Operations and Policies
- Drafting clear document control procedures and policies
- Managing document ownership, retention, and traceability
- Handling classified and secure documents
- Training staff and allocating resources effectively
- Case Study: Draft a document control policy
Module 5: Digital Systems and Process Optimization
- Implementing paperless documentation and electronic records management
- Using Document Management Systems (DMS) and cloud storage
- Addressing challenges in document creation, approval, and revisions
- Developing a plan for continuous process improvement
- Case Study: Set up a digital document management system
Related Courses
Course Administration Details:
Methodology
These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: [email protected]
- Phone: +254715 077 817
Payment
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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