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Document Management and Record Management courses
- 1. MODULE MODULE MODULE MODULE 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 1 0 1 0 1 0 1 0 1 0 1 0 1 1 0 1 0 1 0 1 1 0 1 0 1 1 0 1 0 1 0 1 1 0 1 0 1 0 1 0 1 0 1 0 1 Course
- 2. 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 1 0 1 0 1 0 1 0 1 0 1 1 0 1 0 1 1 0 1 1 0 1 0 1 1 0 1 0 1 0 1 0 1 0 1 www.indusinfosolutions.com prakash.patel@indusinfosolutions.com 1 MODULE MODULE MODULE MODULE Certified Document Controller CDC (Basic) Certified Lead Document Controller CLDC (Advance) Certified Records Management Professional CRMP Certified Enterprise Document Management Professional CEDMP
- 3. 2 MODULE CourseObjectives Sr. No. Audience Topic Role and Responsibilities of the Document Controller Learn Quality Documentation with Consistency and Efficiency Understand Deliverables Priorities as per Milestone Understand Quality Management Standards Understand Correspondence Management Process Generate Relevant Document Numbering, Revision and its Parameters Able to run Workflow Process as per Templates Manage Hard and Soft Copy Document Management as per Guidelines Maintain Confidentiality and Security Manage Documents Life Cycle Understand the Design Review Process from Draft to Approval Select Right Forms and Templates Required for Document Generation Ensure Document Distribution and Transmission in Timely Manner Understand Difference Between Latest and Superseded Documents Compile Final and AS-Built Documentation with Handover Activities Able to use Electronic Document Management System (EDMS) Able to manage Records Management Activities Generate Reports CDC-BSC-001 Roles & Responsibilities of Document Controller CDC-BSC-002 The Basics of Document Management & Records Management CDC-BSC-003 ISO 9001 Standard CDC-BSC-004 Compliance & Governance CDC-BSC-005 Document Numbering and Revision/Version Schema CDC-BSC-006 Hard Copy Document Management CDC-BSC-007 Soft Copy Document Management (Imaging) CDC-BSC-008 Enterprise / Project /Department Folder Structure CDC-BSC-009 Document Security & Confidentiality CDC-BSC-010 Document Distribution , Search And Retrieval CDC-BSC-011 Work Flows- Business Process Management CDC-BSC-012 E-Mail & Correspondence Management CDC-BSC-013 Document Review and Markup's CDC-BSC-014 Records Management -Basic CDC-BSC-015 Introduction - Enterprise Document Management System or ECM 1. Employer resist to train their staff and Document Controllers with of Document Management System 2. Document Controller who would like to certify them with thier experience in the profession
- 4. 3 CourseObjectives Sr. No. Audience Topic 1. Employer resist to train their staff and Document Controllers with of Document Management System 2. Document Controller who would like to certify them with thier experience in the profession MODULE Duration E-Learning Platform Examination Details Certificates Course Schedule Course Fees(Including Course Material and Examination Fees) American Dollars USD 100 British Pound GBP 50 Emirati Dirham AED 300 Indian Rupees INR 5000 2 Days Weekend Batch: 8 -10 Hours per day Weekdays Batch: morning / evening batch as per convinience 2 - 4 hours per day Suitable for : Beginners and 1 - 3 years experienced Document Controller who does not possess any certification 20 Hours Web based courses is flexible where candidate can appear anytime for the exams after completion of his course. Candidate can appear only once for the exams or reappearing charges will be INR 1500. A certificate will be awarded upon completion of the course. Present courses are conducted in English language. We are coming soon at www.controlaz.com Examination will be conducted at the end of the Training Course 3 hours certification exams will be conducted for individual The course fee is including the examination fees Venue for the examination for Home Study Course will be informed to candidate two months in advance A Certificate of attendance is issued to an each participant who satisfactorily completes the course An Examination Passing Certificate will be awarded to each participant who successfully passes the course
- 5. 4 CourseObjectives Sr. No. Audience Topic Roles and Responsibilities of Lead Document Controller Could be able to Manage Document Controller Team Priotorize Deliverables as per Milestones and follow up with Departments Evaluate DMS Vendors for Implementation and select the right Vendor Understand the steps required and methodology to implement a Document Control System Define the Business Processes of Different Document Review Provide Reports and Dashboards as per Project Requirements Identify Document Control Risk and Inform to Higher Management to take appropriate steps Write Document Mangement Plan and Procedures Ensures Safety and Security of all Documents 1. Document controller who wants to learn managing team of DC & become a better communicator between projects and clients. 2. Experience document controller whowants to certify their experience in the profession MODULE CLDC-ADV-001 Roles & Responsibilities of Lead Document Controller CLDC-ADV-002 Project Management Concept CLDC-ADV-003 Work Break Down Structure CLDC-ADV-004 ISO 9001,ISO15489 Standards, Compliance & Governance CLDC-ADV-005 Risk Management and Mitigation in Document Control CLDC-ADV-006 Document Security & Confidentiality of Documents CLDC-ADV-007 Document Numbering and Revision/Version Schema CLDC-ADV-008 Hard Copy & Soft Copy Document Management (Imaging) CLDC-ADV-009 Enterprise / Project /Department Folder Structure CLDC-ADV-010 Document Distribution Matrix CLDC-ADV-011 Document Review & Comments/Mark ups CLDC-ADV-012 Work Flows- Business Process Management CLDC-ADV-013 Document Control Audit/Non Conformance and Closing CLDC-ADV-014 E-Mail / Correspondences Management CLDC-ADV-015 Engineering Document Management ( Transmittal) CLDC-ADV-016 Change Management ( RFI/TQ/DCN/SCN) CLDC-ADV-017 Supplier Document Management CLDC-ADV-018 Final Documentation Compilation CLDC-ADV-019 Records Management Fundamentals CLDC-ADV-020 Introduction - Enterprise Document Management System CLDC-ADV-021 Material Requisition Management CLDC-ADV-022 Request for Information CLDC-ADV-023 Inter Discipline Check Review
- 6. 5 CourseObjectives Sr. No. Audience Topic 1. Employer resist to train their staff and Document Controllers with of Document Management System 2. Document Controller who would like to certify them with thier experience in the profession MODULE Duration E-Learning Platform Examination Details Certificates Course Schedule Course Fees(Including Course Material and Examination Fees) American Dollars USD 200 British Pound GBP 100 Emirati Dirham AED 600 Indian Rupees INR 10,000 2 Days Weekend Batch: 8 -10 Hours per day Weekdays Batch: morning / evening batch as per convinience 2 - 4 hours per day Suitable for : Beginners and 1 - 3 years experienced Document Controller who does not possess any certification 20 Hours Web based courses is flexible where candidate can appear anytime for the exams after completion of his course. Candidate can appear only once for the exams or reappearing charges will be INR 1500. A certificate will be awarded upon completion of the course. Present courses are conducted in English language. We are coming soon at www.controlaz.com Examination will be conducted at the end of the Training Course 3 hours certification exams will be conducted for individual The course fee is including the examination fees Venue for the examination for Home Study Course will be informed to candidate two months in advance A Certificate of attendance is issued to an each participant who satisfactorily completes the course An Examination Passing Certificate will be awarded to each participant who successfully passes the course
- 7. 6 CourseObjectives Sr. No. Audience Topic Adhere to Roles and Responsibilities of Records Administrator Responsible for Hard and Soft Copy Records Management Derive Records Management Policy, Plan, Procedure and Templates Define Records Management Business Process from Generation of Records till Archive Provide Confidentiality and Security to Records as per Compliance Ensures permitted access in Records area and Monitoring Intruders Ensure proper Identification marked with Labelling, Tagging, Barcoding Maintain Records Database for Storage identification and Disposition Cycle Compliant with legal requirements relating to records and information. Dispose Records only after ensuring Appraisal from Management Representatives Regularly apply Preservation Techniques on Records Provide Training and Awareness Programs Internal and External audits 1. Document controller who wants to learn managing the Records. 2. Professionals who wants to implements Record Management MODULE CRMP-ADV-001 Roles & Responsibilities of Records Administrator CRMP-ADV-002 Records Management Standard ISO 15489 CRMP-ADV-003 Record Management Policy, Legal Obligations, & Management Responsibility CRMP-ADV-004 Records Management Appraisal CRMP-ADV-005 Hard Copy Records Management Process CRMP-ADV-006 Soft Copy Records Management Process/Scanning & Digitization CRMP-ADV-007 Records Management Planning & Set up CRMP-ADV-008 Identificaion, Labelling & Tagging, Boxing CRMP-ADV-009 Records Transition & Issue, Retrieval and Return of File CRMP-ADV-010 Closing, Retention And Disposal CRMP-ADV-011 Records Management Audit/Non Conformance & Close out CRMP-ADV-012 Security, Safety & Confidentiality CRMP-ADV-013 Disaster Recovery CRMP-ADV-014 Data Migration CRMP-ADV-015 Storage & Disposition Techniques
- 8. 7 CourseObjectives Sr. No. Audience Topic 1. Employer resist to train their staff and Document Controllers with of Document Management System 2. Document Controller who would like to certify them with thier experience in the profession MODULE Duration E-Learning Platform Examination Details Certificates Course Schedule Course Fees(Including Course Material and Examination Fees) American Dollars USD 200 British Pound GBP 100 Emirati Dirham AED 600 Indian Rupees INR 10,000 2 Days Weekend Batch: 8 -10 Hours per day Weekdays Batch: morning / evening batch as per convinience 2 - 4 hours per day Suitable for : Beginners and 1 - 3 years experienced Document Controller who does not possess any certification 20 Hours Web based courses is flexible where candidate can appear anytime for the exams after completion of his course. Candidate can appear only once for the exams or reappearing charges will be INR 1500. A certificate will be awarded upon completion of the course. Present courses are conducted in English language. We are coming soon at www.controlaz.com Examination will be conducted at the end of the Training Course 3 hours certification exams will be conducted for individual The course fee is including the examination fees Venue for the examination for Home Study Course will be informed to candidate two months in advance A Certificate of attendance is issued to an each participant who satisfactorily completes the course An Examination Passing Certificate will be awarded to each participant who successfully passes the course
- 9. 8 CourseObjectives Sr. No. Audience Topic Manage and Control Enterprise Document Management System Develop Best Practices in EDMS Design Metadata Requirements for easy retrieval and search operations Ensures Implementing User friendly EDMS covering all requirements Demonstrates Teamwork, Communication and Coordination with all Depart Executes Functions of EDMS like initiation, processing, routing, distribution and archiving Issues and reconciles controlled documents / forms Provide Training to Staff Adhere to Compliance and Governance of IT Security and Documents/Records Management Provide real time Reports and Dashboards Regular Health Check of EDMS through Internal Audits to check Non- Confirmities 1. Lead/Manager/Head document controller who want to learn and implement EDMS CEDMP-ADV-001 Roles & Responsibilities of Document Management Professional CEDMP-ADV-002 Present Hard Copy & Soft Copy Document Management ( Meta Data) CEDMP-ADV-003 Requirements of EDMS CEDMP-ADV-004 Enterprise / Project /Department Folder Structure Management CEDMP-ADV-005 Implementation Building Blocks CEDMP-ADV-006 Implementation Team Roles & Responsibilities CEDMP-ADV-007 Define & Approval of Modules Requireements CEDMP-ADV-008 Define & Approval of Features Requireements CEDMP-ADV-009 Document and Data Gathering CEDMP-ADV-010 Define and Approval of Business Processes Management ( Workflows) CEDMP-ADV-011 Document Distribution ,Distribution Group CEDMP-ADV-012 Document Security & Confidentiality CEDMP-ADV-013 Data Migration & Disaster Recovery CEDMP-ADV-014 EDMS Vendors Evaluation , Review,Approval & Selection ,SLA,NDA CEDMP-ADV-015 Hardware, Network , Internet Requirements Evaluation , Review,Approval & Selection CEDMP-ADV-016 Collaboration with Project Partners CEDMP-ADV-017 Integration with ERP, Oracle, SAP, Primavera and Other tools CEDMP-ADV-018 Pilot Project Testing & UAT & Go Live CEDMP-ADV-019 Returns on Investments CEDMP-ADV-020 Project Health Check - Quality Audit CEDMP-ADV-021 Quality Assurance & Quality Control MODULE
- 10. 9 CourseObjectives Sr. No. Audience Topic 1. Employer resist to train their staff and Document Controllers with of Document Management System 2. Document Controller who would like to certify them with thier experience in the profession MODULE Duration E-Learning Platform Examination Details Certificates Course Schedule Course Fees(Including Course Material and Examination Fees) American Dollars USD 300 British Pound GBP 150 Emirati Dirham AED 900 Indian Rupees INR 15,000 2 Days Weekend Batch: 8 -10 Hours per day Weekdays Batch: morning / evening batch as per convinience 2 - 4 hours per day Suitable for : Beginners and 1 - 3 years experienced Document Controller who does not possess any certification 20 Hours Web based courses is flexible where candidate can appear anytime for the exams after completion of his course. Candidate can appear only once for the exams or reappearing charges will be INR 1500. A certificate will be awarded upon completion of the course. Present courses are conducted in English language. We are coming soon at www.controlaz.com Examination will be conducted at the end of the Training Course 3 hours certification exams will be conducted for individual The course fee is including the examination fees Venue for the examination for Home Study Course will be informed to candidate two months in advance A Certificate of attendance is issued to an each participant who satisfactorily completes the course An Examination Passing Certificate will be awarded to each participant who successfully passes the course
- 11. MODULE MODULE MODULE MODULE 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 1 0 1 0 1 0 1 0 1 0 1 0 1 1 0 1 0 1 0 1 1 0 1 0 1 1 0 1 0 1 0 1 1 0 1 0 1 0 1 0 1 0 1 0 1 www.indusinfosolutions.com prakash.patel@indusinfosolutions.com +91 9022 77 9087