Course Title:

Document Management & Document Controlling

Course ID:

010724 0101 2140ESH

Course Dates :

01/Jul/2024

 To

05/Jul/2024

Course Duration :

5

Course Location:

London

United Kingdom

Course Fees GBP £ :

Primary Price

£4,555.99

VAT may vary depending on the country where the course or workshop is held

Course Fees USD $:

Advisory Price

$5,829.09

VAT may vary depending on the country where the course or workshop is held

Course Category:

Professional and CPD Training Programs

Leadership, Management, Marketing, Strategy, Human Resources, Soft Skills

Course Certified By:

* Professional Training and CPD Programs
Leading to : Executive Diploma Certificate
Leading to : Executive Mini Masters Certificate
Leading to : Executive Masters Certificate

* ESHub CPD
* LondonUni - Executive Management Training
* Others

United Kingdom

Secure Your Place

Please Note : Your £250.00 Deposit will be deducted from the total invoice Amount.
To commence the registration process for your training course, please follow the link provided and proceed with; Upon successful payment, we will promptly contact you to finalize your enrollment and issue a confirmation of your guaranteed placement.

Course Information

Introduction

Effective document management and controlling are critical components of any organization's operations.
This course provides comprehensive training on establishing robust document management systems and implementing effective document control processes to enhance efficiency, compliance, and organizational success.
Each day of the course will include interactive lectures, case studies, group discussions, and practical exercises to reinforce learning and facilitate knowledge application.
Participants will leave with the skills and knowledge needed to establish efficient document management and controlling practices within their organizations.

Objectives

• Understand the importance of document management and controlling in organizational operations.
• Learn best practices for creating, organizing, and maintaining documents.
• Gain insights into implementing document control processes to ensure accuracy, accessibility, and compliance.
• Acquire practical skills for version control, document tracking, and security measures.
• Develop strategies for streamlining document workflows and improving collaboration within teams.

Who Should Attend?

This course is ideal for:
• Document controllers.
• Records managers
• Quality assurance professionals
• Compliance officers
• Project managers
• Administrative staff
• Anyone responsible for managing documents and ensuring compliance within their organization.

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts
• Post-assessment

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Daily Agenda

The course agenda will be as follows:
• Technical Session 08.30-10.00 am
• Coffee Break 10.00-10.15 am
• Technical Session 10.15-12.15 noon
• Coffee Break 12.15-12.45 pm
• Technical Session 12.45-02.30 pm
• Course Ends 02.30 pm

Secure Your Place

Please Note : Your £250.00 Deposit will be deducted from the total invoice Amount.
To commence the registration process for your training course, please follow the link provided and proceed with; Upon successful payment, we will promptly contact you to finalize your enrollment and issue a confirmation of your guaranteed placement.

Course Outlines

Week 1

Day 1:
Understanding Document Management
• Introduction to document management principles
• Importance of effective document management
• Types of documents and their lifecycle
• Document categorization and classification.
• Introduction to document management systems (DMS)

Day 2:
Document Creation and Organization
• Best practices for creating and formatting documents.
• Document templates and standardized formats.
• Metadata and indexing for efficient retrieval.
• Folder structures and organization within a DMS
• Document naming conventions.

Day 3:
Document Control Processes
• Introduction to document control
• Document versioning and revision control.
• Document approval workflows.
• Change management processes.
• Ensuring document integrity and authenticity

Day 4:
Document Tracking and Security
• Tracking document access and usage
• Document security measures and access controls.
• Encryption and digital signatures
• Auditing and compliance requirements
• Managing sensitive and confidential documents

Day 5:
Streamlining Document Workflows
• Automation tools for document management
• Integrating document management with other systems
• Collaboration tools and features
• Document retention and disposal policies.
• Continuous improvement and optimization strategies

Secure Your Place

Please Note : Your £250.00 Deposit will be deducted from the total invoice Amount.
To commence the registration process for your training course, please follow the link provided and proceed with; Upon successful payment, we will promptly contact you to finalize your enrollment and issue a confirmation of your guaranteed placement.

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