Certificate in Document Control and Records Management (CDCRM)

Course AS-001

Certificate in Document Control and Records Management (CDCRM)

This course provides a strong understanding of the concepts of Document Control and Records Management and develops the... The outline covers Foundations of Document Control, Implementing Document Control, Records Manage...

Classroom

8 sessions
8 - 12 June 2026 Kuala lumpur €1,575 Register
10 - 14 August 2026 Amsterdam €2,975 Register
14 - 18 September 2026 London €2,940 Register
5 - 9 October 2026 Istanbul €1,995 Register
16 - 20 November 2026 Vienna €2,975 Register
7 - 11 December 2026 Barcelona €2,695 Register
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Online / Live

8 sessions
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Introduction

Course overview

Why Attend

This course provides a strong understanding of the concepts of Document Control and Records Management and develops the requirements to help Document Controllers, Records Managers and other staff improve the control of critical documents across the organization. Using best practice and time-proven methodologies and techniques, the course enables participants to understand and implement key document control methods and improvement plans, and to understand the impact of wider information management issues and challenges.

Course Methodology

This course uses a combination of presentations, group discussions, case studies and exercises based on real life situations. 

Course Objectives

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

  • Explain how Document Control and Records Management fits within the business objectives and environment of their organizations.
  • Apply key Document Control and Records Management concepts and techniques to organizing and managing documents and records.
  • Describe the most common reasons for poor document control, and how to improve the process.
  • Explain the process of planning and implementing a Document Control and Records Management (DCRM) solution.
  • Apply best practice, yet key standards to Document Control and Records Management.
Target Audience

This course is designed for anyone from administration to management, with full or some responsibility, at a corporate and operational level, for document and records management, document control, compliance and information governance.

Target Competencies
  • Risk analysis
  • Document process analysis
  • Knowledge of relevant standards
  • Document identification
  • Managing document registers

What you will achieve

Learning objectives

  • Explain how Document Control and Records Management fits within the business objectives and environment of their organizations.
  • Apply key Document Control and Records Management concepts and techniques to organizing and managing documents and records.
  • Describe the most common reasons for poor document control, and how to improve the process.
  • Explain the process of planning and implementing a Document Control and Records Management (DCRM) solution.
  • Apply best practice, yet key standards to Document Control and Records Management.

Who should attend

Target audience

  • This course is designed for anyone from administration to management, with full or some responsibility, at a corporate and operational level, for document and records management, document control, compliance and information governance.
  • Target Competencies
  • Risk analysis
  • Document process analysis
  • Knowledge of relevant standards
  • Document identification
  • Managing document registers

Methodology

Learning approach

  • This course uses a combination of presentations, group discussions, case studies and exercises based on real life situations.

Course content

Course outline and key learning areas

Module 1

Foundations of Document Control

  • Understanding document control fundamentals
  • Analyzing standards related to document control
  • Identifying the important elements of document control
  • Managing deliverables for your projects
  • Document identification
  • Document types
  • Templates
  • Transmittals

Module 2

Implementing Document Control

  • Ensuring quality
  • Quality standards
  • Procedures and specifications
  • Roles and responsibilities
  • Document distribution
  • Document control systems

Module 3

Records Management Techniques

  • Records management lifecycle
  • Capture
  • Classification
  • Metadata
  • Collaboration
  • Searching
  • Retention, Archiving and Disposal

Module 4

Planning for Document Control and Records Management

  • Drivers for document control and records management
  • Standards and guidance
  • Regulations
  • The business case
  • Risk analysis

Module 5

Implementing Document Control and Records Management

  • Designing a DCRM solution
  • Requirements for a solution
  • Selecting and implementing a DCRM system
  • Migration
  • Business as usual

FAQ

Frequently asked questions

What does Certificate in Document Control and Records Management (CDCRM) (AS-001) cover?

This course covers Administration and Secretarial through a structured five-day outline focused on practical application, discussion, and implementation planning.

When is the next available session?

The next scheduled session starts on 11 - 15 May 2026, with additional classroom dates and mirrored Online / Live options listed in the course schedules section.

Who should attend this course?

This course is designed for anyone from administration to management, with full or some responsibility, at a corporate and operational level, for document and records management, document control, compliance and information governance., Target Competencies, Risk analysis

How can I register for a session?

Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.

Is this course available online as well as classroom-based?

Yes. The course detail page includes both classroom sessions and Online / Live sessions, with online options aligned to the same course dates for easier planning.

Where are classroom sessions delivered?

Current classroom venues include Munich, Kuala lumpur, Amsterdam, London, Istanbul, Vienna, Barcelona.

Still Have Questions?

Contact the academy team for course details, delivery options, and delegate guidance.

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