Document Control and Records Management

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Why Attend

The world is packed with information; and most organizations struggle to recognize what information they have, why they need it, how long they need it for, and if it has any value.  Furthermore, changes in law, often call for tighter controls on contract documentation, and lead to a need for enhanced management of human resource and contract records. In addition, electronic information is under threat from cyber-attack and personal information is at risk of exposure. As such, the development and implementation of a records management program that includes document control methods to identify, secure and protect critical information, is necessary for every organization.

This course conveys practical methods for identifying and developing the systems of records management and document control that an organization needs. By the end, each participant will have a plan of action as well as the necessary skills to assist with the development and implementation of an appropriate program for managing their organization’s documents, records and information.

Course Methodology

This course is highly interactive and utilizes methodology including group discussions, case studies, videos, participant presentations and problem solving scenarios.

Course Objectives

By the end of the course, participants will be able to:

  • Develop a records management program to enhance the value of the organization’s information and reduce risk and cost
  • Develop document control methods to identify, secure, protect and retain critical information
  • Apply regulations and standards to the management of information for compliance
  • Identify risks associated with poor management of information to reduce penalties and cost
  • Develop an information asset register to identify critical information within their organization

Target Audience

This course is designed for individuals who manage, or who are involved with, any aspect of document control and records management. This includes records and information managers, in-house counsel, privacy officers, information security and protection managers, litigation and discovery staff, compliance officers, internal auditors, IT and enterprise content management professionals, and administrative managers.

It has been specifically designed to support activities across all types and sizes of organizations and sectors working locally and globally.

Target Competencies

  • Records Management
  • Document control
  • Information management
  • Information asset identification
  • Business case development

Location:

South Africa

Training Dates:

Each course starts every Monday of each week. Please book your training on a date that is a Monday.

Course Duration: 2 Weeks (Intermediate)

Unit Standard:

NQF Level:

Number of Credits:


Course Fees

Note: Please fill in the online application form on the left or bottom if this page to receive a quotation with detailed pricing from AATICD.

How to Apply:

To Apply Simply Fill in the Online Enquiries / Applications form on the Right Sidebar or Bottom of this website https://www.aaticd.co.za

NB:

When filling the online application form; please take note of your desired Training Month, Duration in Weeks and Training Session. This will give us the exact dates you will be attending your classes.

Also note that Tuition Fees must be paid upfront on or before training start date. This is to ensure that all resources are made availabe for you before you start. You will not be allowed into training if fees are not paid and verified.

Also note that Tuition Fees Cancellations must be made 14 business working days before the starting date of training. This will allow us to do a 50% refund of the total amount paid. If cancellations are made thereafter note that no refund will be made to delegates.

Tuition Fees include teas and lunch as well as either a laptop or tablet which a delegate will take home free of charge.

Tuition Fee DOES NOT include Accommodation, Dinners and other Extra Curricular Activities or Incidentals. Delegates are expected to fund this on their own. AATICD will not be held accountable for any incidents to delegates.

In-House Trainings are also available for 3 or more delegates for any duration. Please consult with our Administration for such In-House training bookings.

Course Outline

  • The principles of managing information
    • The organization: How your information is managed today
    • Definitions: Understanding what the information terms mean
    • Document control and records management: Similarities and differences
    • Your organization
      • Identifying its type
      • Identifying its staff
      • Identifying its information
    • Defining information goals for the organization
      •  How to achieve information goals
  • Document control and records management program development process
    • Business case
      • Defining the purpose
      • What to include
      • Objectives of the case
        • Document Control specifics
        • Records Management specifics
    • Records review
      • Identification of documents and records
      • Critical information, documents and records
      • Electronic and physical formats
      • Storing records
  • Characteristics of a document control and records management program
    • File plans
      • Challenges and problems
      • Classification of records
    • Retention and disposition
      • Laws, regulations, standards and business requirements
      • Developing a retention schedule
    • Privacy and protection
      • Transparency
      • Integrity
      • Security
    • Business, historical and preservation archives