Managing Essential Documentation and Recording Processes

Managing Essential Documentation and Recording Processes

Introduction:

This course is proudly introduced to you by the International Academy of Human Resource Development(IAHRD). Our courses are customized to match your needs in which they are designed by experts who has a long practical experience in the field.

Recording and documentation processes are extremely important to the organization in which it prevents breakdowns. If records, whether paper or electronic, are not managed properly, the organization will lose its credibility especially when information requests occur. From here, the importance of good management of documents and records arise. This course will handle important topics such as what is the documentation and recording processes,  the benefits of effective documenting and recording, audit trails, creating forms and managing them, work flow management, filing and saving forms, technology options to facilitate the process, types of documentation systems, restoring and backup.

Objectives:

After completing this course, you will be able to:

1. Havean understanding of concepts relating to the accessibility of information.
2. Retrieve , disseminate, store and archive requirements within the electronic context. Formalize different  key issues surrounding their ongoing management.
3. Create, save and file different forms.
4. Understand the need for a paperless office.
5. Apply different types of documentation systems.
6. Efficiently and effectively prepare reports to meet deadlines.
7. Restore and backup documents and records.

Content:

Module 1:

1. What is EDMS?
2. EDMS benefits.
3. Why to have a paperless office?
4. Document capture.
5. Scanning of documents.
6. OCR and image processing.
7. Indexing, archiving and retrieval.

Module 2:

1. Document Management Document Control
2. Audit trails.
3. Reports
4. Forms management.
5. Forms creation.

Module 3:

1. Filling and saving forms and data.
2. Document distribution and its effect on work flow management.
3. Document distribution through an electronic mail.
4. Concepts and demonstration.
5. Navigation and document browsing.
6. Application independent viewers.
7. ISO 9000 and regulatory requirements.

Module 4:

1. Technology updates and its importance.
2. Encryption.
3. Authoring systems.
4. Card/Folio based systems.
5. Types of documentation systems.
6. Off the Shelf Vs. Customs Systems
7. Efficient allocation of resources.
8. EDMS Management.
9. EDMS implementations.
10. Updating the system to increase efficiency.
11. Futuristic topics.

Module 5:

1. Documents on demand.
2. Multimedia documentation.
3. Process context diagram.
4. Process flow.
5. Roles and responsibilities.
6. Potential Process Measurements.
7. Back- ups and restoring processes.
8. Helpful document management software products.
9. Best- practice in document management procedures(based on ISO Standards).
10. Document creation templates.

Who should attend?

1. Managers
2. Admin Staffs
3. Document Controller
4. Secretaries
5. HR Employees

1. Supervisors Of All Industries who are interested in paperless operations.
2. Interested candidates such as graduates and undergraduates.