Advanced Document and Record Management Compliance

Start Date End Date Venue Fees (US $)
17 May 2026 Dubai, UAE $ 3,900 Register
06 Sept 2026 Riyadh, KSA $ 3,900 Register
06 Dec 2026 Manama, Bahrain $ 4,500 Register

Advanced Document and Record Management Compliance

Introduction

How prepared are you when it comes to dealing with increasing expectations for document and records management? Knowing where and how to start is often the biggest challenge. Both public and private sector organizations need to be aware of the value of the information or knowledge that they hold and its potential. As a result, Records Administrators and Information Managers are faced with more complex systems and processes than ever before. The Professional Certificate in Electronic Document & Records Management (EDRM) course provides an introduction to the essentials of EDRM and the required lessons to develop a strategy with implementable techniques and solutions. This will include covering governance standards. Also, this program covers advanced strategies, tools, and technologies used to capture, categorize, manage, store, preserve (archive), and deliver vital business records in support of business processes. In this program you will learn how to:

  • BS 10008 – Standard for legal admissibility
  • ISO 15489 – Records management standard
  • ISO 9001 – Quality management standard
  • MoReq2 – European standard for electronic records management
  • DoD – Standard for electronic records management
  • ISO 27001 – An information security standard
  • Understand advanced records management policies, procedures, and standards including ISO15489 and ISO27001
  • Develop key strategies for meeting compliance, legal and audit requirements
  • Create records management business tools like electronic file plan, retention and disposal rules, security rules, archiving, confidentiality, and privacy
  • Link how records management systems and implement across your organization
  • Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with records management and information security

Objectives

    At the end of this training course, you will learn how to:

    • To understand advanced records management policies, procedures, standards including information security standards
    • Help develop business case and requirements for the selection and procurement of document and records management
    • Create a records management and information security plan of action to implement in their organization and learn from best practice implementations and case studies
    • Learn advanced concepts for managing information and records, such as workflow, file plan, archiving, auditing, compliance, and version control
    • Review industry-leading solutions and vendors in this marketplace
    • Using metadata, business classification scheme, taxonomy, and setting retention plans
    • Learn how to implement legislation, standards, and regulation
    • Learn the fundamental concepts, components, legal obligations, and international standards for electronic document and records management systems (EDRMS)
    • Identify what your current sources and uses of information are and how to manage this information
    • Understand how to capture and deliver information at the point of need
    • Discover how to build a classification structure and implement a records retention schedule
    • Develop an EDRM strategy and avoid pitfalls commonly associated with EDRM, whilst maximizing your ROI
    • Create advanced policies and procedures
    • Setting up access controls and security procedures
    • Develop storage models, audit trail and storage technologies

Training Methodology

This is an interactive course. There will be open question and answer sessions, regular group exercises and activities, videos, case studies, and presentations on best practices. Participants will have the opportunity to share with the facilitator and other participants what works well and not so well for them, as well as work on issues from their own organizations. The online course is conducted online using MS-Teams/ClickMeeting.

Who Should Attend?

This course is designed for those involved in information, document, or records management and technology, including:

  • Compliance Officers/Managers
  • Information Security Managers
  • Records Managers
  • Information Managers
  • Operations Managers
  • Knowledge Managers
  • Administrators
  • Librarians

Course Outline

Day 1: Strategy and Understanding Key Elements

  • Introduce advanced records management, ISO15489
  • Review information security ISO27001
  • Creating records management audit register
  • Create file plans, metadata plan, retention schedule
  • Understanding security and compliance

Day 2: Concepts and Set up Components

  • A business classification scheme and taxonomy
  • Document control
  • Metadata and indexing
  • Classification schemes
  • Compliance, controls, and security
  • Legislation, standards, and regulation

Day 3: IT Process and Delivery

  • Review IT records management systems
  • Review ECM systems
  • Scanning and legal issues
  • Archiving and retention requirements
  • Digital signatures

Day 4: Implementation Planning

  • Implementation planning
  • Setting up controls for ISO15489 and ISO27001
  • Creating policies and procedures
  • Creating a records management action plan

Day 5: Case Studies

  • Introduction to case studies
  • Group 1 – Strategy
  • Group 2 – Concepts
  • Group 3 – Process
  • Presentations
  • Evaluation and discussion

Accreditation

Related Courses

2026 IFM Training Plan
IFM Corporate Profile
Laboratory Systems ISO17025 Consulting
Competency Solutions Brochure