Internal Document Handling & Process

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Internal Document Handling & Process

Introduction:

This comprehensive course provides a deep understanding of document process management principles and best practices. Participants will learn how to establish efficient document workflows, manage various document types, and implement effective document control systems.

Course Objectives and Outcomes:    

  • Develop a strong foundation in document management principles and concepts
  • Learn how to map and optimize document processes
  • Implement effective document control measures
  • Utilize document management systems to improve efficiency and compliance
  • Understand the importance of document retention and disposal

Course Content:

Day 1: Introduction to Document Management

  • Importance of effective document management
  • Benefits of a well-structured document management system
  • Types of documents and their importance
  • Document lifecycle management
  • Challenges in document management

Day 2: Document Process Mapping and Analysis

  • Document process mapping techniques
  • Identifying document workflows and bottlenecks
  • Analyzing document flow and information needs
  • Document classification and categorization
  • Document retention and disposal policies

Day 3: Implementing a Document Management System

  • Selecting the right document management system
  • System implementation planning and project management
  • Data migration and conversion
  • User training and adoption
  • Change management and communication

Day 4: Advanced Document Management Topics

  • Document version control and revision management
  • Document security and access controls
  • Document retention and disposal compliance
  • Document imaging and electronic signatures
  • Integration with other systems (ERP, CRM, etc.)

Day 5: Document Management Best Practices and Case Studies

  • Document management in different industries (healthcare, finance, legal, etc.)
  • Benchmarking and performance measurement
  • Document management audits and compliance checks
  • Document management trends and technologies
  • Case studies of successful document management implementations

Who Should Attend:

  • Document controllers
  • Records managers
  • Information managers
  • Administrative staff
  • Project managers
  • Legal and compliance professionals