Seminar content

What you will learn

Why Attend

On this Document Control and Records Management course, participants will uncover the root causes of inefficient documentation processes, deepening their understanding of their impact on workflows. Armed with these insights, participants will delve into a meticulously curated set of best practices, enabling them to design cost-effective, forward-looking corporate strategies. By embracing these practices, participants will lead the transition toward paperless offices, not only saving resources but also safeguarding document integrity and positioning their organizations for the future.

Drawing insights from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses, participants will be equipped to guide their organizations through transformation with confidence.

This course is an opportunity to embark on a journey that reshapes documentation approaches, enhancing both skill sets and organizational success.

Course Methodology

This interactive course uses instructor led presentations, videos and group work to explain key document control concepts.


Course Objectives

By the end of the course, participants will be able to:

  • Recognize underlying factors contributing to inefficiencies within the documentation process
  • Use proven methods to introduce a cost-effective and future-proof corporate strategy for documentation that helps achieve a paperless office
  • Coordinate the processes of change management related to documentation, using knowledge from Enterprise Content Management (ECM) and Records and Information Management (RIM) enterprise analyses
  • Develop a comprehensive understanding of significant technical documentation cases from multiple viewpoints
  • Create and implement a documentation project process from initiation to completion following established procedures
Target Audience

This course is designed for anyone who is required to implement and handle any type of documents; including, but not limited to, procurement, operational, administrative or legal documents.


Target Competencies
  • Document control
  • Records management
  • Designing policies
  • Project management
  • Quality control



Benefits

Why attend this seminar

  • Build current, practical knowledge in data management and business intelligence.
  • Translate the course ideas into actions you can use immediately at work.
  • Review real schedule options across 10 venues and live dates.
  • Connect course detail, venue, and category routes in one workflow.

Methodology

How the course is delivered

  • Structured seminar input and guided discussion.
  • Applied examples using current business situations.
  • Focused explanations based on the stored overview and outline.
  • Clear next steps for implementation after the course.

Target audience

Who this is for

  • Professionals responsible for data management and business intelligence.
  • Managers, specialists, and team leads who need applied skills.
  • Participants looking for a focused route into Document Control and Records Management.

Seminar details

Detailed outline

Setting procedures, templates and standard forms

  • Electronic Document Management System (EDMS) recommendations and implementation according to ISO standards
  • Establishing a Document Management System, including the creation, review, approval, saving, and publishing of internal documents
  • Creating a process map, effective procedures, and work instructions
  • Training departmental staff and train the trainer

Document control requirements

  • Challenging existing or legacy Document Management Systems
  • Maintaining and retaining project and engineering documentation
  • Reviewing the structure and components of a Data library
  • Indexing and document numbering

Going paperless

  • EDMS recommendations; in house or off the shelf application advantages and disadvantages
  • Benefits of establishing a Document Control System
  • Going paperless from start to finish
  • Meeting contractual obligations and stakeholder requirements
  • Revision control, design changes and markup
  • Project safekeeping of legacy documents and archiving solutions including data loss prevention

Document control policies and procedures

  • Standardized document management
  • Developing a document control policy
  • Implementing a document access policy
  • Creating multiple degrees of control for different types of documents
  • Tracking document versions
  • Creating document retention policies

Document storage

  • Creating a central storage site for documents
  • Creating levels of control for different types of documents
  • Providing a mechanism to track document versions
  • Using a consistent naming convention for documents
  • Ensuring all stakeholders understand the policy and its scope
  • Retrieving and archiving documents

Quality and compliance

  • Improving data quality
  • Enhancing compliance
  • What is information management?
  • Implementing automated processes for data sharing
  • Defining a process for capturing information


Dates and locations

Available seminar dates

18 dates
Date City Duration Price
13 - 17 Apr 2026 Vienna - Austria 5 Days €4,250.- Book now
18 - 22 May 2026 Barcelona - Spain 5 Days €3,850.- Book now
22 - 26 June 2026 Paris - France 5 Days €4,500.- Book now
13 - 17 July 2026 Frankfurt - Germany 5 Days €3,250.- Book now
17 - 21 August 2026 Barcelona - Spain 5 Days €3,850.- Book now
21 - 25 September 2026 Frankfurt - Germany 5 Days €3,250.- Book now
19 - 23 October 2026 Rome - Italy 5 Days €4,250.- Book now
2 - 6 November 2026 Kuala lumpur - Malaysia 5 Days €2,250.- Book now
21 - 25 December 2026 Barcelona - Spain 5 Days €3,850.- Book now
13 - 17 Apr 2026 London - U.K 5 Days €4,200.- Book now
18 - 22 May 2026 Istanbul - Turkey 5 Days €2,850.- Book now
22 - 26 June 2026 Vienna - Austria 5 Days €4,250.- Book now
13 - 17 July 2026 Barcelona - Spain 5 Days €3,850.- Book now
17 - 21 August 2026 Paris - France 5 Days €4,500.- Book now
21 - 25 September 2026 Frankfurt - Germany 5 Days €3,250.- Book now
19 - 23 October 2026 Barcelona - Spain 5 Days €3,850.- Book now
2 - 6 November 2026 Frankfurt - Germany 5 Days €3,250.- Book now
21 - 25 December 2026 Rome - Italy 5 Days €4,250.- Book now

Course certificate

Certificate awarded on completion

Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.

  • Participants receive an INFORAMTECH certificate for completing Document Control and Records Management.
  • The certificate recognises attendance and successful participation in the seminar.
  • It can support professional development records within data management and business intelligence and related functions.
Verify a certificate

Information about

Frequently asked questions

When is my seat confirmed?

Your seat is confirmed once full payment has been received.

Do you offer group discounts?

Yes, we offer the following discounts for group bookings:

  • 2 participants: 20% discount
  • 3 participants: 35% discount
  • 5 or more participants: 50% discount
Can discounts be combined with other offers?

No, discounts cannot be combined unless explicitly stated.

What payment methods do you accept?

We accept bank transfers, credit/debit cards, and selected online payment methods.

When do I need to pay?

Full payment must be completed before the course start date to secure your participation.

Is VAT included in the course fee?

VAT treatment depends on your location and status:

  • EU Companies (with valid VAT number): VAT may be reverse charged (0%)
  • EU Individuals (without VAT number): VAT is applicable based on local regulations
  • Non-EU Participants: VAT is generally not applicable (0%)
Can I get a VAT invoice?

Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.

Can I cancel my registration?

Yes, cancellations must be submitted in writing.

What is your refund policy?
  • More than 14 days before the course: Full refund
  • 7-14 days before the course: 50% refund
  • Less than 7 days before the course: No refund
Can I transfer my seat to another person?

Yes, substitutions are allowed at no extra cost if requested before the course start date.

What happens if the course is postponed or canceled?

We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:

  • Transfer to another date
  • Receive full refund
Will I receive a certificate?

Yes, all participants will receive a certificate of completion after attending the course.

Is attendance mandatory?

Yes, full attendance is required to receive certification.

Are your courses online or in-person?

We offer both in-person and virtual (live online) training options.

Will course materials be provided?

Yes, all participants receive training materials in digital format.

Are travel and accommodation included?

No, participants are responsible for their own travel and accommodation unless otherwise stated.

Can you deliver customized or in-house training?

Yes, we offer tailored training programs based on your organization's needs.

How can I contact you for support?

You can reach us via email info@inforamtech.uk or through our contact form. Our team will respond promptly.

Testimonials

The structure of Document Control and Records Management made the topic practical and easy to apply immediately.

Course participant
Data Management and Business Intelligence

The venue and date options made planning the right session straightforward.

Seminar attendee
Vienna - Austria

Clear content, relevant examples, and useful follow-up topics for the next training step.

Learning manager
Professional development

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