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American Matech

Advanced Documents and Records Management Compliance

Course Information

  • the date

10/03/2025

  • Duration

5 days

  • The city
  • Cost
  • Type

Online

Course details

Managing documents, records and content can be difficult. How do you best capture, manage and store the documents and records in your organisation? Does your approach meet compliance requirements, regulations and standards? What is the best way to manage emails, web pages and electronic documents and records? How do you find the right documents and records when you need them? How does workflow and business process management work with documents and records management to help increase efficiency within your company?

ISO 15489 is the international standard for records management. It is about attaining a records management benchmark of best practice, setting up methodology, processes and the resulting data storage and using an electronic records management system.

Advanced Documents and Records Management Compliance course, covers the strategies, tools, and technologies used to capture, categorise, manage, store, preserve (archive), and deliver documents and records in support of business processes. the course also covers the core components of ISO 15489 so that organisations become compliant with best practices.

بحلول نهاية دورة الامتثال لإدارة الوثائق والسجلات المتقدمة، ستكون قادرًا على:

فهم سياسات إدارة السجلات المتقدمة والأساليب والمعايير بما في ذلك معايير أمن المعلومات.

المساعدة في تحسين دراسة الجدوى والمتطلبات اللازمة لاختيار وشراء إدارة الوثائق والسجلات.

إنشاء خطة عمل لإدارة السجلات وأمن المعلومات لتطبيقها في مؤسستك والتعلم من أفضل الممارسات ودراسات الحالة.
تعلم المفاهيم المتقدمة لإدارة المعلومات والسجلات، مثل سير العمل وخطة الملفات والأرشفة والتدقيق والامتثال والتحكم في الإصدارات.
مراجعة الحلول والموردين الرائدين في هذا السوق.
استخدام البيانات الوصفية ومخطط تصنيف الأعمال والتصنيف ووضع خطط الاحتفاظ
تعلم كيفية تنفيذ التشريعات والمعايير والتنظيمات.
إنشاء سياسات وإجراءات متقدمة.
إعداد ضوابط الوصول وإجراءات الأمان.
تطوير نماذج التخزين ومسار التدقيق وتقنيات التخزين.

دورة الامتثال لإدارة المستندات والسجلات المتقدمة مثالية لـ:

مديري السجلات
مسؤولي المستندات
الموظفين الفنيين
إدارة تكنولوجيا المعلومات
موظفي إدارة المستندات والسجلات
مشرفي إدارة المستندات
الموردين ومقدمي الحلول والبائعين
المديرين التنفيذيين
مستخدمي إدارة المستندات والسجلات
الموظفين الذين يسعون إلى تعزيز مهاراتهم

Course outline

Day 1

Introduction to Document and Record Management

  • Definition and importance of document and records management
  • Describing the lifecycle of documents and records from creation to disposal
  • Exploring the principles of effective records management
  • Definition of records classification and indexing
  • Discussing the importance of data integrity and security in record management

Day 2

Components of Records Management Systems

  • Describing business classification scheme and taxonomy
  • Understanding the document control process
  • Definition and purpose of metadata and indexing
  • Tools and techniques for creating a record management audit register
  • Exploring record management tools: File plan, metadata plan, retention schedule

Day 3

Regulatory Compliance in Record Management

  • Introduction to records management standards: ISO 15489
  • Introduction to information security standards: ISO 27001
  • Reviewing other compliance regulations: GDPR, HIPAA, etc.
  • Methods for developing policies and frameworks to ensure compliance with regulations and standards
  • Discussing the consequences of non-compliance in document and record management

Day 4

IT Process and Delivery in Records Management

  • Recognizing the role of IT in documents and records management
  • Discussing the characteristics of IT records management systems
  • Understanding the Enterprise Content Management (ECM) systems
  • Exploring archiving and retention requirements
  • Strategies for scanning and monitoring systems to ensure compliance
  • Understanding the nature of digital signatures and related requirements

Day 5

Implementation Planning for Compliance

  • Steps of developing a successful document and records management strategy
  • Strategies for implementing a records management strategy
  • Methods for setting up controls for ISO standards
  • Tools and techniques for developing policies and frameworks
  • Discussing the importance of staff training on ensuring compliance and proper usage
  • Activity: Create a records management action plan

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