Home
Corporate Training Courses
Compliance
Data Privacy and Security Training
Document Control and Records Management Training
AboutLearning OutcomesKey BenefitsCourse OutlineTarget AudienceTraining ModesCertificateTrainersRequest a Training Quote

Drive Team Excellence with Document Control and Records Management Corporate Training

Empower your teams with expert-led on-site, off-site, and virtual Document Control and Records Management Training through Edstellar, a premier corporate training provider for organizations globally. Designed to meet your specific training needs, this group training program ensures your team is primed to drive your business goals. Help your employees build lasting capabilities that translate into real performance gains.

Document Control and Records Management involves the systematic management of documents and records throughout their lifecycle, encompassing creation, maintenance, retrieval, and disposal, to ensure compliance, efficiency, and accountability within organizations. It's crucial for organizations to maintain accurate and accessible records to support decision-making, regulatory compliance, risk management, and operational efficiency. Document Control and Records Management training course equips individuals with the necessary skills and knowledge to effectively manage and control documents and records within an organization's framework.

Edstellar's instructor-led Document Control and Records Management training course offers virtual/onsite training options led by industry experts with expertise in the domain. The course emphasizes practical, hands-on learning with a curriculum tailored to your organization's needs. The course ensures that every session is informative, enhancing the team's competence in managing documents and records.

Get Customized Expert-led Training for Your Teams
Customized Training Delivery
Scale Your Training: Small to Large Teams
In-person Onsite, Live Virtual or Hybrid Training Modes
Plan from 2000+ Industry-ready Training Programs
Experience Hands-On Learning from Industry Experts
Delivery Capability Across 100+ Countries & 10+ Languages
""""

Key Skills Employees Gain from instructor-led Document Control and Records Management Training

Document Control and Records Management skills corporate training will enable teams to effectively apply their learnings at work.

  • Document Management
    Document Management is the systematic organization, storage, and retrieval of documents. This skill is important for roles in administration, legal, and project management to ensure efficiency, compliance, and easy access to critical information.
  • Document Retrieval
    Document Retrieval is the ability to efficiently locate and access relevant documents from databases or archives. this skill is important for roles in research, legal, and information management, ensuring timely access to critical information for decision-making.
  • Regulatory Compliance
    Regulatory Compliance is the ability to adhere to laws and regulations governing an industry. This skill is important for roles in finance, healthcare, and legal sectors to ensure ethical practices and avoid penalties.
  • Document Classification
    Document Classification is the process of categorizing documents into predefined groups based on their content. This skill is important for roles in data management, legal, and research, as it enhances organization, retrieval efficiency, and compliance.
  • Document Archiving
    Document Archiving is the systematic storage and management of documents for future retrieval. This skill is important for roles in administration and compliance, ensuring efficient access and regulatory adherence.
  • Information Governance
    Information Governance is the framework for managing data integrity, privacy, and compliance. This skill is important for roles in data management, legal, and compliance, ensuring data is secure and meets regulatory standards.

Key Learning Outcomes of Document Control and Records Management Training Workshop for Employees

Upon completing Edstellar’s Document Control and Records Management workshop, employees will gain valuable, job-relevant insights and develop the confidence to apply their learning effectively in the professional environment.

  • Analyze current document and record management systems within their organizations to identify improvement areas and implement efficient solutions
  • Develop strategies to minimize document handling and storage risks, ensuring data security and integrity
  • Design comprehensive record retention schedules that align with legal requirements and organizational needs, optimizing information management processes
  • Evaluate the effectiveness of document control tools and software in streamlining processes and enhancing productivity
  • Integrate new technologies into existing document management infrastructure efficiently, staying updated with industry trends and advancements

Key Benefits of the Document Control and Records Management Group Training

Attending our Document Control and Records Management group training classes provides your team with a powerful opportunity to build skills, boost confidence, and develop a deeper understanding of the concepts that matter most. The collaborative learning environment fosters knowledge sharing and enables employees to translate insights into actionable work outcomes.

  • Learn to establish and maintain a comprehensive document control system to enhancing compliance and operational transparency
  • Develop an understanding of the differences between documents and records, enabling precise categorization and efficient management
  • Explore modern technologies and methodologies for document control and record management to streamline processes and reduce errors
  • Learn how to effectively manage active and inactive files, optimize storage solutions, and ensure retention policy compliance
  • Equip professionals with the techniques needed to prevent non-conformities in document control and record management, safeguarding against potential audits and penalties

Topics and Outline of Document Control and Records Management Training

Our virtual and on-premise Document Control and Records Management training curriculum is structured into focused modules developed by industry experts. This training for organizations provides an interactive learning experience that addresses the evolving demands of the workplace, making it both relevant and practical.

  1. How to manage information
    • Information lifecycle management
    • Information organization and retrieval methods
    • Data governance principles
  2. What the information terms mean
    • Definitions of key terms such as document control, records management, information governance, etc.
    • Understanding terminology specific to information management
  3. Document control and records management: Similarities and differences
    • Key similarities between document control and records management
    • Key differences in objectives, processes, and outcomes
  4. Identifying its type
    • Classification of organizations based on industry, size, structure, etc.
    • Implications of organizational type on information management strategies
  5. Identifying its staff
    • Mapping out roles and responsibilities related to information management
    • Identifying stakeholders and key personnel involved in managing information
  6. Identifying its information
    • Conducting an inventory of organizational information assets
    • Categorizing information based on importance, sensitivity, and relevance
  7. Defining information goals for the organization
    • Establishing clear objectives for information management initiatives
    • Aligning information goals with overall organizational objectives
  8. How to achieve information goals
    • Developing strategies and action plans to meet information management objectives
  1. Business case
    • Justification for investing in document control and records management
    • Cost-benefit analysis and ROI projections
  2. Defining the purpose
    • Establishing the goals and objectives of the document control and records management program
    • Articulating the desired outcomes and benefits
  3. What to include
    • Essential components of a document control and records management program
    • Considerations for customization based on organizational needs
  4. Document control specifics
    • Detailed processes and procedures for managing documents throughout their lifecycle
    • Version control, access control, and document distribution mechanisms
  5. Records management specifics
    • Principles and practices for managing records from creation to disposition
    • Compliance requirements and standards for recordkeeping
  6. Records review
    • Regular review processes to ensure the accuracy, relevance, and compliance of records
  7. Identification of documents and records
    • Methods for identifying and categorizing documents and records
    • Metadata standards and tagging protocols
  8. Critical information, documents, and records
    • Identification and prioritization of critical information assets
    • Strategies for ensuring the integrity and availability of critical documents and records
  9. Electronic and physical formats
    • Management considerations for both electronic and physical records
    • Transitioning from paper-based to electronic recordkeeping
  10. Storing records
    • Options for storage and preservation of records
    • Criteria for selecting storage solutions based on security, accessibility, and cost-efficiency
  1. File plans
    • Development and implementation of file plans to organize and classify documents and records
  2. Challenges and problems
    • Common challenges faced in document control and records management
    • Strategies for overcoming challenges and mitigating risks
  3. Classification of records
    • Methods for classifying records based on content, function, or other criteria
    • Taxonomies and classification schemes for organizing records
  4. Retention and disposition
    • Policies and procedures for determining retention periods and disposal methods for records
    • Legal and regulatory requirements for record retention and disposal
  5. Laws, regulations, standards, and business requirements
    • Overview of relevant laws, regulations, and industry standards governing document control and records management
  6. Developing a retention schedule
    • Process for creating and maintaining a retention schedule for records
    • Factors to consider when determining retention periods
  7. Privacy and protection
    • Measures to safeguard sensitive and confidential information
    • Compliance with data protection laws and regulations
  8. Transparency
    • Practices for promoting transparency and accountability in document control and records management
    • Access controls and audit trails to track changes and access records
  9. Integrity
    • Ensuring the accuracy, reliability, and authenticity of records
    • Methods for preventing unauthorized alteration or deletion of records
  10. Security
    • Strategies for protecting records from unauthorized access, theft, or loss
    • Implementation of security controls such as encryption, access controls, and data backups
  11. Business, historical, and preservation archives
    • Differentiating between business, historical, and preservation archives
    • Preservation techniques and best practices for long-term retention of archival records
  1. Psychology of filing
    • Understanding human behavior and cognitive processes related to filing and information management
    • Strategies for improving user adoption and compliance with filing procedures
  2. Accountability
    • Establishing accountability mechanisms for information management
    • Roles and responsibilities for ensuring compliance with document control and records management policies
  3. Communication and Collaboration
    • Importance of effective communication and collaboration in information management
    • Strategies for promoting collaboration and knowledge sharing among stakeholders
  4. Creating the information management message
    • Developing communication materials to promote awareness and understanding of information management principles and practices
  5. Knowledge transfer
    • Transfer of knowledge and expertise related to document control and records management
  6. Developing the education package
    • Designing training materials and resources for educating staff on information management policies and procedures
    • Delivery methods and evaluation strategies for training programs
  7. Sponsorship and guidance from senior management
    • Importance of leadership support and sponsorship for successful information management initiatives
    • Strategies for obtaining buy-in from senior management and securing resources for implementation
  1. Information management strategy
    • Development of a strategic plan for managing information assets
    • Alignment of information management strategy with organizational goals and objectives
  2. Develop a plan to deliver documents and manage records
    • Detailed implementation plan for executing document control and records management initiatives
    • Timeline, milestones, and resource allocation for project execution
  3. Policy and guidance writing
    • Authoring policies, procedures, and guidelines for document control and records management
    • Review and approval processes for policy documents
  4. Information asset register
    • Establishment of an inventory or register of organizational information assets
    • Cataloging and documenting key information assets for management and tracking purposes
  5. Document control and records management process plans
    • Documentation of processes and workflows for document control and records management activities
    • Standardization of procedures to ensure consistency and compliance
  6. Change management
    • Strategies for managing organizational change related to information management initiatives
    • Communication, training, and stakeholder engagement strategies for facilitating change
  7. Risk and recovery: Disaster prevention and continuity planning
    • Identification and mitigation of risks related to document loss, damage, or unauthorized access
    • Development of disaster recovery and business continuity plans for ensuring the availability and integrity of critical documents and records
  8. Creating an action plan
    • Compilation of tasks, responsibilities, and timelines for implementing information management initiatives
    • Monitoring and evaluation mechanisms to track progress and measure success

Who Can Take the Document Control and Records Management Training Course

The Document Control and Records Management training program can also be taken by professionals at various levels in the organization.

  • Records Managers
  • Document Controllers
  • Quality Control Inspectors
  • Quality Assurance Specialists
  • Compliance Officers
  • Information Managers
  • Legal Assistants
  • Documentation Specialists
  • Regulatory Affairs Specialists
  • Records Coordinators
  • Administrative Assistants
  • Managers

Prerequisites for Document Control and Records Management Training

Professionals with a basic understanding of office software can take the Document Control and Records Management training course.

Request a Quote for your Corporate Training Requirements

Valid number

Delivering Training for Organizations across 100 Countries and 10+ Languages

Corporate Group Training Delivery Modes
 for Document Control and Records Management Training

At Edstellar, we understand the importance of impactful and engaging training for employees. As a leading Document Control and Records Management training provider, we ensure the training is more interactive by offering Face-to-Face onsite/in-house or virtual/online sessions for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

Training Mode
Virtual
Instructor-led Training
Training Mode
On-site
Instructor-led Training
Training Mode
Off-site
Instructor-led Training
Virtual trainig

Edstellar's Document Control and Records Management virtual/online training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
View Pricing Options
Enquire now
On-site trainig

Edstellar's Document Control and Records Management inhouse training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
View Pricing Options
Enquire now
Off-site trainig

Edstellar's Document Control and Records Management offsite group training offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development
View Pricing Options
Enquire now

Explore Our Customized Pricing Package
for
Document Control and Records Management Corporate Training

Looking for pricing details for onsite, offsite, or virtual instructor-led Document Control and Records Management training? Get a customized proposal tailored to your team’s specific needs.

Request a Group Training Quote
One-time / Recurring
Multiple Programs
""
How Many Team Members Need Training?
Please select an option or fill in the custom field.
"'

Is Your Corporate Training Requirement Only for Document Control and Records Management?

Please select at least one course.
""
Add the List of Training Workshops
search icon

      Please select the course

      No. of Courses selected: 0

      Clear

      Upload a CSV

      Send us your Training Requirements in 3 Easy steps

      1. 1
        Download the training requirement template
      2. 2
        Add the required training workshops
      3. 3
        Upload to get a quick quote or email it to contact@edstellar.com

      ""

      Looking for a Complete Package?

      Looking for a one-time pricing option for all your annual training requirements?

      View Corporate Training Packages
      ""
      Select the Option that Best Describes Your Corporate Training Requirement

      Please select an option or choose from the recurring options.
      ""
      Verify and Submit Your Request

      Review Your Corporate Training Selection Summary

      Training Program: Document Control and Records Management Training

      1. No of Team Members

      2. Selected Training Preference

      3. Selected Recurring Sessions

      1

      Review your Requirements

      Training Workshops Selected :


        Excel
        File has been
        successfully uploaded.
        Fill the form to submit
 your details
        Submit Your Professional Contact Information
        Valid number
        We've received your enquiry. Our team will be in touch soon.
        Oops! Something went wrong while submitting the form.
        Starter
        120 licences

        Tailor-Made Trainee Licenses with Our Exclusive Training Packages!

        View Package

        64 hours of group training (includes VILT/In-person On-site)

        Tailored for SMBs

        Most Popular
        Growth
        320 licences

        Tailor-Made Trainee Licenses with Our Exclusive Training Packages!

        View Package

        160 hours of group training (includes VILT/In-person On-site)

        Ideal for growing SMBs

        Enterprise
        800 licences

        Tailor-Made Trainee Licenses with Our Exclusive Training Packages!

        View Package

        400 hours of group training (includes VILT/In-person On-site)

        Designed for large corporations

        Custom
        Unlimited licenses

        Tailor-Made Trainee Licenses with Our Exclusive Training Packages!

        View Package

        Unlimited duration

        Designed for large corporations

        Edstellar: Your Go-to Document Control and Records Management Training Company

        Experienced Trainers

        Our trainers bring years of industry expertise to ensure the training is practical and impactful.

        Quality Training

        With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.

        Industry-Relevant Curriculum

        Our course is designed by experts and is tailored to meet the demands of the current industry.

        Customizable Training

        Our course can be customized to meet the unique needs and goals of your organization.

        Comprehensive Support

        We provide pre and post training support to your organization to ensure a complete learning experience.

        Multilingual Training Capabilities

        We offer training in multiple languages to cater to diverse and global teams.

        Testimonials

        What Our Clients Say

        We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.

        "The Document Control and Records Management training provided me with comprehensive capabilities that elevated my expertise. As a Records Manager, I needed to understand strategic frameworks deeply, and this course hands-on exercises gave me hands-on experience with industry best practices. The knowledge gained has been immediately applicable to mission-critical projects and initiatives. Highly recommend for anyone serious about this field.”

        Sarah Stevens

        Records Manager,

        Business Management Consultancy

        "This Document Control and Records Management course equipped me with comprehensive advanced methodologies expertise that I've seamlessly integrated into our professional services practice. The hands-on modules covering expert-led I now confidently design solutions that consistently deliver measurable business results. We've reduced implementation timelines by 45% on comparable projects, validating the immediate impact of this training program.”

        Guo Peng

        Information Manager,

        Leadership Development Platform

        "This Document Control and Records Management course provided our team with comprehensive practical applications capabilities we immediately put into practice. As a Compliance Officer managing complex professional expertise significantly enhanced our delivery capacity. Our department achieved a remarkable 50% improvement in operational efficiency metrics. The training fundamentally improved our team's performance metrics and overall efficiency.”

        Rajeev Biswas

        Compliance Officer,

        Management Training Services Firm

        “Edstellar’s Compliance training programs have greatly strengthened our organization’s ability to manage regulatory risks with confidence and consistency. The sessions combine practical compliance frameworks, real-case scenarios, and expert insights, enabling our teams to interpret regulations accurately, strengthen governance practices, enhance data protection measures, and maintain compliance across evolving regulatory landscapes.”

        Sonia D’Souza

        Head of Compliance,

        A Global Financial Services Company

        Get Your Team Members Recognized with Edstellar’s Course Certificate

        Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Certificate of Excellence

        We have Expert Trainers to Meet Your Document Control and Records Management Training Needs

        The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

        Other Related Corporate Training Courses

        Explore More Courses

        For Business Queries
        contact@edstellar.com
        Reach Us at
        USA
        +1 682 297 4830
        AUS
        AUS
        +44 151 453 4009
        INDIA
        IND
        +91 6364833830

        Edstellar is a one-stop instructor-led corporate training and coaching solution that addresses organizational upskilling and talent transformation needs globally. Edstellar offers 2000+ tailored programs across disciplines that include Technical, Behavioral, Management, Compliance, Leadership and Social Impact.

        Follow Us:
        © 2021-2025 Edstellar. All rights reserved.
        Modern Slavery
        |
        Privacy Policy
        |
        Terms and Conditions