Document Management and Record Management courses

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Transcript of Document Management and Record Management courses

Page 1: Document Management and Record Management courses

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www.indusinfosolutions.com [email protected] 1

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Certified Document ControllerCDC (Basic)

Certified Lead Document Controller

CLDC (Advance)

Certified Records Management Professional CRMP

Certified Enterprise Document Management Professional CEDMP

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• Role and Responsibilities of the Document Controller• Learn Quality Documentation with Consistency and Efficiency• Understand Deliverables Priorities as per Milestone• Understand Quality Management Standards• Understand Correspondence Management Process • Generate Relevant Document Numbering, Revision and its Parameters• Able to run Workflow Process as per Templates• Manage Hard and Soft Copy Document Management as per Guidelines• Maintain Confidentiality and Security • Manage Documents Life Cycle• Understand the Design Review Process from Draft to Approval• Select Right Forms and Templates Required for Document Generation• Ensure Document Distribution and Transmission in Timely Manner• Understand Difference Between Latest and Superseded Documents • Compile Final and AS-Built Documentation with Handover Activities• Able to use Electronic Document Management System (EDMS)• Able to manage Records Management Activities• Generate Reports

CDC-BSC-001 Roles & Responsibilities of Document ControllerCDC-BSC-002 The Basics of Document Management & Records ManagementCDC-BSC-003 ISO 9001 StandardCDC-BSC-004 Compliance & Governance CDC-BSC-005 Document Numbering and Revision/Version SchemaCDC-BSC-006 Hard Copy Document Management CDC-BSC-007 Soft Copy Document Management (Imaging)CDC-BSC-008 Enterprise / Project /Department Folder StructureCDC-BSC-009 Document Security & ConfidentialityCDC-BSC-010 Document Distribution , Search And Retrieval CDC-BSC-011 Work Flows- Business Process ManagementCDC-BSC-012 E-Mail & Correspondence ManagementCDC-BSC-013 Document Review and Markup's CDC-BSC-014 Records Management -BasicCDC-BSC-015 Introduction - Enterprise Document Management System or ECM

1. Employer resist to train their staff and Document Controllers with of Document Management System2. Document Controller who would like to certify them with thier experience in the profession

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1. Employer resist to train their staff and Document Controllers with of Document Management System2. Document Controller who would like to certify them with thier experience in the profession

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Duration

E-LearningPlatform

Examination Details

Certificates

CourseSchedule

Course Fees(Including Course Material and Examination Fees)

American Dollars USD 100British Pound GBP 50Emirati Dirham AED 300Indian Rupees INR 5000

2 Days

Weekend Batch:

8 -10 Hours per day

Weekdays Batch:

morning / evening batchas per convinience 2 - 4 hours per day

Suitable for : Beginners and 1 - 3 years experienced Document Controller who does not possess any certification

20 Hours

• Web based courses is flexible where candidate can appear anytime for the exams after completion of his course.

• Candidate can appear only once for the exams or reappearing charges will be INR 1500.

• A certificate will be awarded upon completion of the course.

• Present courses are conducted in English language.

• We are coming soon at www.controlaz.com

• Examination will be conducted at the end of the Training Course

• 3 hours certification exams will be conducted for individual

• The course fee is including the examination fees

• Venue for the examination for Home Study Course will be informed to candidate two months in advance

• A Certificate of attendance is issued to an each participant who satisfactorily completes the course

• An Examination Passing Certificate will be awarded to each participant who successfully passes the course

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Audience

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• Roles and Responsibilities of Lead Document Controller • Could be able to Manage Document Controller Team • Priotorize Deliverables as per Milestones and follow up with Departments• Evaluate DMS Vendors for Implementation and select the right Vendor • Understand the steps required and methodology to implement a Document Control System• Define the Business Processes of Different Document Review • Provide Reports and Dashboards as per Project Requirements • Identify Document Control Risk and Inform to Higher Management to take appropriate steps• Write Document Mangement Plan and Procedures • Ensures Safety and Security of all Documents

1. Document controller who wants to learn managing team of DC & become a better communicator between projects and clients.2. Experience document controller who wants to certify their experience in the profession

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CLDC-ADV-001 Roles & Responsibilities of Lead Document ControllerCLDC-ADV-002 Project Management Concept CLDC-ADV-003 Work Break Down StructureCLDC-ADV-004 ISO 9001,ISO15489 Standards, Compliance & GovernanceCLDC-ADV-005 Risk Management and Mitigation in Document Control CLDC-ADV-006 Document Security & Confidentiality of Documents CLDC-ADV-007 Document Numbering and Revision/Version SchemaCLDC-ADV-008 Hard Copy & Soft Copy Document Management (Imaging)CLDC-ADV-009 Enterprise / Project /Department Folder StructureCLDC-ADV-010 Document Distribution MatrixCLDC-ADV-011 Document Review & Comments/Mark up’s CLDC-ADV-012 Work Flows- Business Process ManagementCLDC-ADV-013 Document Control Audit/Non Conformance and ClosingCLDC-ADV-014 E-Mail / Correspondences ManagementCLDC-ADV-015 Engineering Document Management ( Transmittal)CLDC-ADV-016 Change Management ( RFI/TQ/DCN/SCN)CLDC-ADV-017 Supplier Document Management CLDC-ADV-018 Final Documentation Compilation CLDC-ADV-019 Records Management Fundamentals CLDC-ADV-020 Introduction - Enterprise Document Management SystemCLDC-ADV-021 Material Requisition Management CLDC-ADV-022 Request for InformationCLDC-ADV-023 Inter Discipline Check Review

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1. Employer resist to train their staff and Document Controllers with of Document Management System2. Document Controller who would like to certify them with thier experience in the profession

MODULE

Duration

E-LearningPlatform

Examination Details

Certificates

CourseSchedule

Course Fees(Including Course Material and Examination Fees)

American Dollars USD 200British Pound GBP 100Emirati Dirham AED 600Indian Rupees INR 10,000

2 Days

Weekend Batch:

8 -10 Hours per day

Weekdays Batch:

morning / evening batchas per convinience 2 - 4 hours per day

Suitable for : Beginners and 1 - 3 years experienced Document Controller who does not possess any certification

20 Hours

• Web based courses is flexible where candidate can appear anytime for the exams after completion of his course.

• Candidate can appear only once for the exams or reappearing charges will be INR 1500.

• A certificate will be awarded upon completion of the course.

• Present courses are conducted in English language.

• We are coming soon at www.controlaz.com

• Examination will be conducted at the end of the Training Course

• 3 hours certification exams will be conducted for individual

• The course fee is including the examination fees

• Venue for the examination for Home Study Course will be informed to candidate two months in advance

• A Certificate of attendance is issued to an each participant who satisfactorily completes the course

• An Examination Passing Certificate will be awarded to each participant who successfully passes the course

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• Adhere to Roles and Responsibilities of Records Administrator • Responsible for Hard and Soft Copy Records Management • Derive Records Management Policy, Plan, Procedure and Templates• Define Records Management Business Process from Generation of Records till Archive• Provide Confidentiality and Security to Records as per Compliance • Ensures permitted access in Records area and Monitoring Intruders• Ensure proper Identification marked with Labelling, Tagging, Barcoding • Maintain Records Database for Storage identification and Disposition Cycle• Compliant with legal requirements relating to records and information.• Dispose Records only after ensuring Appraisal from Management Representatives • Regularly apply Preservation Techniques on Records • Provide Training and Awareness Programs • Internal and External audits

1. Document controller who wants to learn managing the Records.2. Professionals who wants to implements Record Management

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CRMP-ADV-001 Roles & Responsibilities of Records Administrator CRMP-ADV-002 Records Management Standard ISO 15489CRMP-ADV-003 Record Management Policy, Legal Obligations, & Management ResponsibilityCRMP-ADV-004 Records Management Appraisal CRMP-ADV-005 Hard Copy Records Management ProcessCRMP-ADV-006 Soft Copy Records Management Process/Scanning & Digitization CRMP-ADV-007 Records Management Planning & Set upCRMP-ADV-008 Identificaion, Labelling & Tagging, Boxing CRMP-ADV-009 Records Transition & Issue, Retrieval and Return of File CRMP-ADV-010 Closing, Retention And DisposalCRMP-ADV-011 Records Management Audit/Non Conformance & Close out CRMP-ADV-012 Security, Safety & ConfidentialityCRMP-ADV-013 Disaster Recovery CRMP-ADV-014 Data Migration CRMP-ADV-015 Storage & Disposition Techniques

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1. Employer resist to train their staff and Document Controllers with of Document Management System2. Document Controller who would like to certify them with thier experience in the profession

MODULE

Duration

E-LearningPlatform

Examination Details

Certificates

CourseSchedule

Course Fees(Including Course Material and Examination Fees)

American Dollars USD 200British Pound GBP 100Emirati Dirham AED 600Indian Rupees INR 10,000

2 Days

Weekend Batch:

8 -10 Hours per day

Weekdays Batch:

morning / evening batchas per convinience 2 - 4 hours per day

Suitable for : Beginners and 1 - 3 years experienced Document Controller who does not possess any certification

20 Hours

• Web based courses is flexible where candidate can appear anytime for the exams after completion of his course.

• Candidate can appear only once for the exams or reappearing charges will be INR 1500.

• A certificate will be awarded upon completion of the course.

• Present courses are conducted in English language.

• We are coming soon at www.controlaz.com

• Examination will be conducted at the end of the Training Course

• 3 hours certification exams will be conducted for individual

• The course fee is including the examination fees

• Venue for the examination for Home Study Course will be informed to candidate two months in advance

• A Certificate of attendance is issued to an each participant who satisfactorily completes the course

• An Examination Passing Certificate will be awarded to each participant who successfully passes the course

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• Manage and Control Enterprise Document Management System • Develop Best Practices in EDMS • Design Metadata Requirements for easy retrieval and search operations • Ensures Implementing User friendly EDMS covering all requirements• Demonstrates Teamwork, Communication and Coordination with all Depart• Executes Functions of EDMS like initiation, processing, routing, distribution and archiving• Issues and reconciles controlled documents / forms• Provide Training to Staff • Adhere to Compliance and Governance of IT Security and Documents/Records Management• Provide real time Reports and Dashboards• Regular Health Check of EDMS through Internal Audits to check Non- Confirmities

1. Lead/Manager/Head document controller who want to learn and implement EDMS

CEDMP-ADV-001 Roles & Responsibilities of Document Management Professional CEDMP-ADV-002 Present Hard Copy & Soft Copy Document Management ( Meta Data) CEDMP-ADV-003 Requirements of EDMS CEDMP-ADV-004 Enterprise / Project /Department Folder Structure ManagementCEDMP-ADV-005 Implementation Building BlocksCEDMP-ADV-006 Implementation Team Roles & Responsibilities CEDMP-ADV-007 Define & Approval of Modules Requireements CEDMP-ADV-008 Define & Approval of Features Requireements CEDMP-ADV-009 Document and Data Gathering CEDMP-ADV-010 Define and Approval of Business Processes Management ( Workflows)CEDMP-ADV-011 Document Distribution ,Distribution Group CEDMP-ADV-012 Document Security & ConfidentialityCEDMP-ADV-013 Data Migration & Disaster RecoveryCEDMP-ADV-014 EDMS Vendors Evaluation , Review,Approval & Selection ,SLA,NDACEDMP-ADV-015 Hardware, Network , Internet Requirements Evaluation , Review,Approval & SelectionCEDMP-ADV-016 Collaboration with Project PartnersCEDMP-ADV-017 Integration with ERP, Oracle, SAP, Primavera and Other tools CEDMP-ADV-018 Pilot Project Testing & UAT & Go Live CEDMP-ADV-019 Returns on InvestmentsCEDMP-ADV-020 Project Health Check - Quality Audit CEDMP-ADV-021 Quality Assurance & Quality Control

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1. Employer resist to train their staff and Document Controllers with of Document Management System2. Document Controller who would like to certify them with thier experience in the profession

MODULE

Duration

E-LearningPlatform

Examination Details

Certificates

CourseSchedule

Course Fees(Including Course Material and Examination Fees)

American Dollars USD 300British Pound GBP 150Emirati Dirham AED 900Indian Rupees INR 15,000

2 Days

Weekend Batch:

8 -10 Hours per day

Weekdays Batch:

morning / evening batchas per convinience 2 - 4 hours per day

Suitable for : Beginners and 1 - 3 years experienced Document Controller who does not possess any certification

20 Hours

• Web based courses is flexible where candidate can appear anytime for the exams after completion of his course.

• Candidate can appear only once for the exams or reappearing charges will be INR 1500.

• A certificate will be awarded upon completion of the course.

• Present courses are conducted in English language.

• We are coming soon at www.controlaz.com

• Examination will be conducted at the end of the Training Course

• 3 hours certification exams will be conducted for individual

• The course fee is including the examination fees

• Venue for the examination for Home Study Course will be informed to candidate two months in advance

• A Certificate of attendance is issued to an each participant who satisfactorily completes the course

• An Examination Passing Certificate will be awarded to each participant who successfully passes the course

Page 11: Document Management and Record Management courses

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1 0 1 0 1 0 1 1 0 1 0 1 0 1 0 1 0 1 0 1

www.indusinfosolutions.com

[email protected]

+91 9022 77 9087