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Document Control and Records Management

  • Overview ImageOverview
  • Outline ImageCourse Outline
  • Scheduled ImageScheduled Dates

Course Overview

Effective document control and records management are essential to ensuring regulatory compliance, operational efficiency, and information integrity. This 5-day course equips professionals with the skills to establish and manage robust systems for creating, storing, retrieving, protecting, and disposing of business-critical documents and records.

Participants will learn industry best practices for document lifecycle management, digital records governance, and implementing document control procedures that align with quality management systems and international standards.

Objective:

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

  • Understand the principles of document control and records management
  • Design and implement a document control system aligned with organisational needs
  • Establish records retention schedules and compliance frameworks
  • Apply classification and indexing systems for quick retrieval and access
  • Manage digital and physical records securely and efficiently
  • Support audits and mitigate risks associated with poor information handling
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Course Outline

Day 1: Introduction to Document Control and Records Management

  • Definitions, key concepts, and standards (ISO 9001)
  • Differences between documents and records
  • The business case for effective records management
  • Information governance and policy frameworks

Day 2: Document Control Systems and Procedures

  • Document lifecycle: creation, review, approval, revision, and archiving
  • Version control, access rights, and document numbering
  • Developing standard operating procedures (SOPs)
  • Integration with quality and risk management systems

Day 3: Classification, Indexing, and Retrieval Systems

  • File plan development and classification schemes
  • Metadata tagging and document indexing methods
  • Digital vs. paper records handling
  • Designing user-friendly search and retrieval protocols

Day 4: Retention, Compliance and Security

  • Records retention schedules and legal obligations
  • Handling confidential, financial, and HR records
  • Data protection and security controls
  • Preparing for audits and regulatory reviews

Day 5: Digital Transformation and Modern Records Management

  • Transitioning from paper to digital systems
  • Document Management Systems (DMS) and Enterprise Content Management (ECM)
  • Automating workflows and approval chains
  • Future trends: AI in document management and e-governance
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Schedule & Fees

3 For 2Offer

Get the most out of group training with our special discount! Register 3 of your participants together on the same course and only pay for 2.

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Location

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Madrid

Madrid

$5,300


Duration: 5 Days

date: 16 - 20 Jun 2025

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London

London

$5,300


Duration: 5 Days

date: 29 Sep - 03 Oct 2025

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Duration: 5 Days

date: 15 - 19 Dec 2025

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  • Business Administration

Document Control and Records Management

Duration:5 Days

date:16 - 20 Jun 2025

Madrid

Madrid

$5,300


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    Quality

    Our courses are delivered by highly experienced industry experts

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    Recognition

    All our courses are accredited by the CPD Standards Agency

Frequently Asked Questions

How can training courses be used as a company benefit?

Training is hugely beneficial to both yourself and your company. It enables you to employ new technologies, increases your productivity and enables you to be more autonomous. Have a look here at our infographic on the importance of training and development!

How often do you update your course content to ensure relevancy?

Our course content is constantly reviewed and updated to ensure we stay up to date with all the latest trends. After every course is completed we review the feedback and improve the material where necessary.

Do you keep your classroom environment and instructional methodologies current with today’s real-world workplace?

Yes, we focus our training on ‘real-world’ scenarios and our trainers are all highly experienced and skilled in their relevant fields.

Are your courses eligible for professional certification?

Yes, we offer certification with all our courses, every course is entitled to CPD (Continuous Professional Development) hours which you can put towards your professional portfolio.

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Document Control and Records Management

  • SpainMadrid
  • calendar16 - 20 Jun 2025
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  • SpainMadrid
  • 16 - 20 Jun 2025
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