Convertas Advanced Records Management and Document Control Convertas
Price: ZAR 67,903

    Course details

    1- 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
     
    2- 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
     
    3- 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
     
    4- People, responsibilities and information awareness
    · Psychology of filing
    · Accountability
    · Communication and collaboration
    · Creating the information management message
    · Knowledge transfer
    * Developing the education package
    · Sponsorship and guidance from senior management
     
    5- Planning and action
    · Information management strategy
    * Development of a plan to deliver document and records management
    * Policy and guidance writing
    * Information asset register
    * Document control and records management process plans
    * Change management
    · Risk and recovery: Disaster prevention and continuity planning
    · Education program
    · Creating an action plan
     

      Updated on 16 May, 2024

    Eligibility / Requirements

    There are no eligibility requirements to attend this course.

    About Convertas

    CONVERTAS is a reliable advisory firm, helping organizations develop their activities to align with their objectives adopting the best practices.

    Our trainings and workshops cover all areas of business including Management,Soft Skills and Human Resourses Management, Marketing and Sales, Accounting and Finance, Procurement  and Logistics, targeting organizations, managers and employees. Whether in-house or public, trainings are organized with the highest qualified trainers.

    Our methodology relies more on the use of audio-visual impact which is more effective than the lecture style. Presentations, videos and simulations methods have proven to be very effective for people to remember.

    Moreover, doing and teaching are the best vehicles for learning and remembering. This includes involving the trainee in the teaching process by interacting, through completing worksheets and inciting to explain and present what is acquired.

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