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...
Introduction
Course overview
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 MethodologyThis course uses a combination of presentations, group discussions, case studies and exercises based on real life situations.
Course ObjectivesBy 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.
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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