Compact and Agile Document Control and Record Management Training Course

ISO 9001:2015 requires that organizations control the documents required by the quality management system. Records are a special type of document and must be controlled as required by clause 7.5.  Both document and records management processes and systems bring value to the organization. Document management helps to ensure accountability for the process of document creation; records management helps to ensure accountability for managing records that are needed to conduct the business of the organization.

Day One

• What is agile Document
• Agile management and why it is useful
• Agile Management best practices
• Benefits and challenge of Agile Documentation System
• Additional types of agile Document Management
• Definition of Documents and Records
• Difference between Document and Record
• Document and Record Life Cycle
• Control Tools at Each Point of the Life Cycle
• Approaches to Organizing and Managing Documents and Records
• Establishing the Required Controls
• Requirements of Control Standards
• Practical Application of Document Control and Records Management

Day Two

• Documentation Processes and Practices
• Document Numbering System
• Accessing Documents
• Key Elements of Controlled Documents
• Requirements of Effective Document Control System
• Effective Document Control Methods
• Inadequate Document Control
• Implementing Effective Document Control System.

Day Three

• Record Filing Systems
• Files Classification Methods
• Misfiling of Important Document
• File Retention
• File Control
• Active and Inactive Files
• Proper Filing Equipment.

Day Four

• Common Reasons for Poor Document Control
• How Poor Document Control Contributes to Failures
• Different Types of Risks
• Mitigating those Risks though Effective Document Control
• Preventing Non-conformities
• Document Control Improvement Plan
• Develop and implement projects to improve document and records management

Day Five

• Capturing and Communicating Information
• The Requirements to Help Managers Take absolute Control of Records
• Record Retention
• Getting Rid of Obsolete Documents and Records
• Misplacement
• Updating Documents
• Control of Obsolete Documents