DOCUMENT CONTROL AND RECORDS MANAGEMENT
Ensuring Accuracy, Compliance, and Accessibility Through Effective Information Management.
Course Schedule
| Venue (InHouse) | Fees |
|---|---|
| At Your Organization Premises | Ask For The Quotation |
Course Introduction
In today’s competitive and compliance-driven environment, document control and records management are critical components of organizational success. Proper documentation ensures that information is current, accessible, secure, and traceable throughout its lifecycle — from creation to archiving or disposal. This course provides an in-depth understanding of document control principles, records management practices, and digital tools that support compliance, efficiency, and business continuity.
Participants will explore document versioning, approval workflows, retention schedules, and regulatory requirements aligned with international standards such as ISO 9001, ISO 15489, and ISO 27001. The training emphasizes both traditional and electronic systems, equipping professionals with practical methods to maintain data integrity, improve coordination, and support audit readiness.
Course Objectives
By the end of this course, participants will be able to:
- Understand the key principles and objectives of document control and records management.
- Establish standardized procedures for document creation, approval, and distribution.
- Implement effective filing, indexing, and archiving systems.
- Apply document version control and change management techniques.
- Ensure compliance with international standards and organizational policies.
- Integrate digital and electronic document management systems (EDMS).
- Develop and implement document retention and disposal policies.
- Support audit and inspection readiness through controlled documentation processes.
Key Benefits of Attending
Inaccurate or poorly managed documentation can lead to compliance failures, inefficiencies, and costly errors. This course enables participants to create structured systems that ensure the accuracy, accessibility, and security of critical organizational information. By mastering these practices, participants can enhance operational excellence, regulatory compliance, and business continuity across departments and projects.
Intended Audience
This course is ideal for:
- Document Controllers and Records Managers
- Quality Assurance and Compliance Officers
- Administrative and Project Management Staff
- Engineers, Auditors, and Technical Coordinators
- IT and Information Governance Professionals
- Policy Makers and Regulatory Officials
- Anyone involved in managing, maintaining, or controlling documentation within an organization
Individual Benefits
- Learn global best practices in document control and records management.
- Develop strong organizational and version control skills.
- Gain practical experience with electronic document management tools.
- Enhance audit preparedness and compliance knowledge.
- Improve accuracy and efficiency in handling organizational records.
- Strengthen career opportunities in compliance, administration, and project management.
Organization Benefits
- Ensure standardization and consistency across all documents.
- Improve workflow efficiency and reduce administrative errors.
- Strengthen compliance with ISO standards and regulatory requirements.
- Enhance security and access control of sensitive information.
- Support audit trails and accountability in business operations.
- Increase organizational productivity through efficient information retrieval.
Instructional Methdology
The course uses a practical and interactive learning approach through:
- Expert-led lectures and guided discussions
- Hands-on exercises in document version control and filing systems
- Real-world case studies from public and private sectors
- Group workshops on developing document control procedures
- Demonstrations of electronic document management software
- Policy drafting and compliance simulation sessions
Course Outline
Module 1: Introduction to Document Control and Records Management Principles
Module 2: Document Lifecycle – Creation, Review, Approval, and Distribution
Module 3: Document Classification, Indexing, and Numbering Systems
Module 4: Version Control, Change Tracking, and Revision Procedures
Module 5: Electronic Document Management Systems (EDMS) and Digital Workflows
Module 6: Records Retention Schedules and Archiving Policies
Module 7: Data Security, Access Rights, and Confidentiality Controls
Module 8: Compliance Standards – ISO 9001, ISO 15489, and ISO 27001
Module 9: Audit Trail and Documentation for Quality Management Systems
Module 10: Developing and Implementing a Document Control Policy
Certification
Participants who successfully complete the program will receive a Certificate in Document Control and Records Management, acknowledging their professional competence in organizing, maintaining, and securing records and documentation according to international best practices.