Name: Documents and Records Management Compliance Training Course
Rating: 4.7 (1076 reviews)

Scheduled Dates

23 - 27 Nov 2026

Dubai - UAE

$5,950

Why Choose this Training Course?

The growing volume of paper-based and digital documents, records, and business information presents significant management challenges for organisations. Effective document and records management helps businesses capture, organise, store, protect, and retrieve information when needed. Standards such as ISO 15489 for records management and ISO 27001 for information security support structured practices that address compliance, security, and regulatory requirements. Understanding how to manage emails, web pages, electronic documents, and physical records is essential for maintaining accurate information and improving business efficiency.

The Documents and Records Management Compliance training course focuses on the strategies, tools, and technologies used to manage documents and records throughout their lifecycle. It explores how information can be captured, classified, stored, preserved, and retrieved to support business processes. Participants will also examine the key principles of ISO 15489 and how they can be applied to strengthen records management practices and support compliance with recognised standards.

This Documents and Records Management Compliance training course will highlight:

Key concepts and the overall scope of document and records management
Developing business cases and defining business requirements
Applying document and records management to support business objectives
Implementing consistent management practices across the organisation
Understanding the relationship between Enterprise Content Management (ECM) and document and records management
Applying ISO 15489 and ISO 27001 principles within the organisation

What are the Goals?

At the end of this Documents and Records Management Compliance training course, participants will be able to:

Understand the document and records management lifecycle
Understand the ISO 15489 records management standard
Review how to implement a records management system based on ISO 15489
Develop business cases and requirements for selecting and procuring document and records management solutions
Prepare a document and records management action plan using best practices and case studies
Understand information and content management concepts, including workflow, business processes, and collaboration
Review leading industry solutions and vendors in the marketplace
Apply metadata, business classification schemes, taxonomies, and retention plans
Understand relevant legislation, standards, and regulations
Establish effective search and retrieval processes
Implement access controls and security measures
Develop storage models, audit trails, and appropriate storage technologies

Who is this Training Course for?

The Documents and Records Management Compliance training course is suitable for professionals responsible for managing information, documents, records, and related systems, including:

Document controllers, administrators, and records management personnel
Information security professionals
Document management supervisors
IT managers and technical staff
Executives, suppliers, solution providers, and vendors
Professionals seeking to improve document management skills and organisational efficiency

How will this Training Course be Presented?

This Documents and Records Management Compliance training course uses a range of interactive learning techniques to support understanding and practical application. Participants will take part in group exercises, case studies, and detailed discussions of critical success factors. Practical activities will help participants explore best practices and understand how document and records management principles can be applied in their organisations.

Organisational Impact

What will your organisation gain from employees completing this Documents and Records Management Compliance training course?

Improved management of paper-based and digital documents and records
Better alignment with ISO 15489 records management practices and ISO 27001 information security principles
Stronger information governance and compliance practices
More effective document storage, preservation, search, and retrieval
Better integration of document and records management with business processes
Improved understanding of software solutions and best practices for implementation
Action plans to support the effective implementation of document and records management

Personal Impact

Participants will be able to further develop their professional skills by gaining:

A clearer understanding of document and records management principles
Knowledge of the ISO 15489 records management standard and ISO 27001 information security
Improved understanding of document and records management systems and their application
Greater awareness of information governance, legislation, standards, and regulatory requirements
Knowledge of metadata, classification, retention, search, and retrieval practices
A better understanding of document management software and implementation approaches
Practical action plans for applying document and records management practices in their organisations

Daily Agenda

Day 1: Strategy and Understanding Key Elements of Documents & Records Management Compliance

Introduce Document and Records Management
ISO 15489 Part 1 and Part 2 overview
Business Case and Drivers
Business requirements for Managing Document and Records
Managing Information as an Asset
Understanding the Terminology
Document and Records Management Strategies
Information Governance

Day 2: Concepts and Set up Components

Document and Records Lifecycle
Capture and Storage Management
Storage and Handling
Preservation and Archiving
Metadata and Indexing
Classification Schemes
Searching and Retrieving
Controls and Security
Legislation, Standards and Regulation

Day 3: Process and Delivery

Information Gathering: audit and survey
Building a Business Case
Business Requirements
ISO 15489 Part 1
- How to set ISO 15489 Policies and Standards
- Assigning Responsibilities and Authorities
- Establishing Procedures and Guidelines
Business Classification Scheme
IT Infrastructure Details
Model Office and Rollout

Day 4: Implementation Planning

Implementation Planning
ISO 15489 Part 2
- Designing, Implementing and Administering Specialized Systems for Managing Records
- Integrating Records Management into Business Systems and Processes
Information Audit: monitoring compliance
Project and Programme Planning

Day 5: Case Studies

Introduction to Case Studies
Group 1 – Strategy: Developing a Business Case
Group 2 – Concepts: Training and Awareness Programme
Group 3 – Process: Developing Policy and Standards

Certificate

Upon successful completion of this training course, delegates will be awarded an official PetroKnowledge Certificate of Completion, signed by the course facilitator. The certificate confirms successful participation and records the total learning hours completed.
Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.

Accreditation

In Association With

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Documents and Records Management Compliance

(Document Control Specialist)