Course Information

Introduction

Documents and records are the evidence behind decisions, processes and compliance. Weak control creates wasted time, audit findings and legal risk. This course teaches practical methods to organize, protect and retrieve records throughout their lifecycle. You will learn both paper-based and electronic practices that align with regulatory and quality needs.

Objectives

1. Design and implement a document control system that defines document types, owners, approval flows and storage locations.
2. Create and enforce version-control, naming and access procedures to prevent unauthorized changes and reduce retrieval errors.
3. Develop and apply retention and disposition schedules that satisfy legal, regulatory and business requirements.
4. Conduct document and records audits, identify gaps, and produce clear corrective actions and improvement plans.
5. Integrate records management with quality, compliance and IT systems, including practical steps for EDMS configuration and migration.

Who Should Attend?

Document Control Managers and Coordinators
Records Managers and Records Administrators
Quality Assurance Managers responsible for document systems
Compliance and Regulatory Affairs Specialists
Project Managers or Project Engineers accountable for project documentation

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Daily Agenda

Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection

Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.