Course Outline

Module 1: Fundamentals of Document Control

• Understanding the importance of document control in organizations
• Differentiating document control vs. records management
• Exploring ISO 15489 and document control standards
• Defining document and records lifecycles
• Case Study: Analyze a document control process

Module 2: Document Control Systems and Frameworks

• Setting up a document control system for new projects
• Implementing procedures, policies, and templates
• Managing metadata, indexing, and file movement
• Ensuring privacy, security, and compliance
• Case Study: Design a document control framework

Module 3: Compliance and Auditing

• Monitoring compliance with document control policies
• Conducting internal audits and maintaining traceability
• Reporting document status and MIS statistics
• Implementing risk management and disaster recovery plans
• Case Study: Perform a mock document audit

Module 4: Document Control Operations and Policies

• Drafting clear document control procedures and policies
• Managing document ownership, retention, and traceability
• Handling classified and secure documents
• Training staff and allocating resources effectively
• Case Study: Draft a document control policy

Module 5: Digital Systems and Process Optimization

• Implementing paperless documentation and electronic records management
• Using Document Management Systems (DMS) and cloud storage
• Addressing challenges in document creation, approval, and revisions
• Developing a plan for continuous process improvement
• Case Study: Set up a digital document management system