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AS-001

Certificate in Document Control and Records Management (CDCRM)

Intensive 5-day course · English, Arabic & European languages

Document controllers, records managers and compliance officers explore information governance protocols and digital filing architectures across five days. Delegates examine document classification, transmittal logs, metadata tagging, retention schedules, regulatory compliance rules and DCRM software implementation to protect enterprise corporate records.

Classroom

Public courses in our cities

  • 19–23 Oct 2026Jeddah£4,200 + VAT
  • 2–6 Nov 2026Muscat£3,080 + VAT
  • 16–20 Nov 2026Vienna£3,400 + VAT
  • 7–11 Dec 2026Barcelona£3,080 + VAT
  • 21–25 Dec 2026Manama£3,080 + VAT
  • 11–15 Jan 2027Amsterdam£3,400 + VAT
Show 23 more dates
  • 25–29 Jan 2027Milan£3,400 + VAT
  • 8–12 Feb 2027London£3,360 + VAT
  • 22–26 Feb 2027Malaga£3,080 + VAT
  • 1–5 Mar 2027Istanbul£2,280 + VAT
  • 15–19 Mar 2027Sarajevo£3,400 + VAT
  • 5–9 Apr 2027Dubai£4,200 + VAT
  • 19–23 Apr 2027Vienna£3,400 + VAT
  • 3–7 May 2027Barcelona£3,080 + VAT
  • 17–21 May 2027Riyadh£4,200 + VAT
  • 14–18 Jun 2027Amsterdam£3,400 + VAT
  • 28 Jun – 2 Jul 2027Doha£4,200 + VAT
  • 12–16 Jul 2027London£3,360 + VAT
  • 26–30 Jul 2027Geneva£4,200 + VAT
  • 2–6 Aug 2027Istanbul£2,280 + VAT
  • 16–20 Aug 2027Abu Dhabi£4,200 + VAT
  • 6–10 Sep 2027Cairo£2,280 + VAT
  • 20–24 Sep 2027Vienna£3,400 + VAT
  • 4–8 Oct 2027Barcelona£3,080 + VAT
  • 18–22 Oct 2027Jeddah£4,200 + VAT
  • 8–12 Nov 2027Amsterdam£3,400 + VAT
  • 22–26 Nov 2027Singapore£4,200 + VAT
  • 13–17 Dec 2027London£3,360 + VAT
  • 27–31 Dec 2027Muscat£3,080 + VAT

Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%

Can't make these dates? We can run this course for your team on dates that suit you. Ask for custom dates · In-house options

Online (live)

With a trainer, on dates to suit your team

This course can be taught live online by a trainer, in English, Arabic or any European language, for one person or a whole team.

£1,850 + VAT

Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%

Special requests

Tailor this course

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Special request

Certificate in Document Control and Records Management (CDCRM)

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Course overview

Uncontrolled documents and fragmented filing systems expose enterprises to compliance penalties, project delays and costly operational errors. When project teams circulate outdated drawing revisions or lose audit trails, operational accountability breaks down across the supply chain. This programme sets out the operational protocols required to manage document lifecycles and preserve corporate memory across complex projects.

Delegates review baseline document control routines, including unique numbering conventions, document types, standard templates and formal transmittal processes. Instruction covers quality specifications, distribution matrices and document control software systems. Attendees examine how clear procedural boundaries between authors, reviewers and controllers prevent unauthorised revisions from reaching active sites.

System migration comes last. Subsequent modules trace the records management lifecycle from initial capture and metadata indexing through to archiving and lawful disposal. Delegates analyse statutory regulations, conduct risk assessments and draft business cases for DCRM software migration. Final sessions focus on software selection, legacy data transfer and establishing sustainable business-as-usual routines.

Course objectives

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

  1. Align document control and records management practices with corporate objectives and regulatory environments
  2. Apply standardised document classification, numbering conventions and transmittal procedures
  3. Diagnose common causes of document control failure and implement procedural remediation plans
  4. Formulate a business case and deployment roadmap for implementing a DCRM software solution
  5. Implement industry standards and statutory guidance governing records retention, archiving and disposal

Target competencies

  • Risk analysis
  • Document process analysis
  • Knowledge of relevant standards
  • Document identification
  • Managing document registers

Who should attend

This course suits:

  • Document controllers, records managers and filing administrators
  • Project coordinators, quality auditors and compliance officers
  • Information governance leads and department heads overseeing operational documentation

Training methodology

  • Interactive lectures introduce records management standards, compliance requirements and software architectures.
  • Practical exercises and case studies give delegates hands-on experience in drafting transmittals and retention schedules.
  • Group discussions examine real-world document tracking failures, audit risks and system migration challenges.

Daily agenda

  1. Day 1

    Foundations of Document Control

    • Core concepts and operational scope of document control
    • Reviewing international standards governing technical document control
    • Identifying structural elements and registers required for control
    • Managing documentation deliverables across project lifecycles
    • Establishing standardised document identification schemes
    • Categorising technical, commercial and operational document types
    • Designing and enforcing standardised document templates
    • Protocols for issuing and logging formal document transmittals
  2. Day 2

    Implementing Document Control Systems

    • Maintaining quality standards and verification controls across documents
    • Applying international quality management standards to documentation
    • Drafting operational procedures, work instructions and specifications
    • Defining roles and liabilities for authors, reviewers and controllers
    • Managing document distribution matrices and access permissions
    • Evaluating electronic document control systems and digital registers
  3. Day 3

    Records Management Techniques and Lifecycles

    • Managing the complete records management lifecycle
    • Protocols for capturing physical and electronic records
    • Building logical classification structures and file plans
    • Structuring metadata schemas to facilitate document retrieval
    • Facilitating secure multi-user collaboration and version control
    • Advanced searching techniques and retrieval indexing
    • Establishing retention periods, secure archiving routines and lawful disposal
  4. Day 4

    Planning for Document Control and Records Management

    • Identifying business and legal drivers for document governance
    • Reviewing professional standards, statutory codes and industry guidance
    • Analysing statutory regulations and evidentiary legal requirements
    • Drafting a formal business case for records management improvements
    • Conducting risk analysis regarding document loss and non-compliance
  5. Day 5

    Implementing DCRM Solutions and System Migration

    • Designing a functional Document Control and Records Management (DCRM) solution
    • Specifying technical, operational and compliance requirements for software
    • Selecting, testing and commissioning a dedicated DCRM platform
    • Managing legacy data migration and cleansing routines
    • Transitioning system operations into sustainable business-as-usual practices

Certificate

Every delegate who completes the course receives an ARUK Training Certificate of Attendance.

Frequently asked questions

How do I register?

Choose a date and city in the schedule and press Register, or send us an enquiry. Our team confirms your place and sends an invoice.

Are fees shown with VAT?

Fees are shown per delegate and exclude VAT, which is added to the invoice where applicable.

Can this course be delivered for our team only?

Yes. Any ARUK course can be delivered in-house at your premises, in a meeting room we book for you, or 1-to-1.

Is this course available online?

Yes. We run it live online with a trainer, on dates that suit your team, for £1,850 + VAT per delegate.

Is there a group discount?

Yes. 20% for 2 delegates, 35% for 3 delegates and 50% for 5 or more delegates on the same course.

Can the course be delivered in Arabic or another language?

Yes. Our courses can be delivered in English, Arabic or any European language, by a trainer who teaches in that language. Mention your preferred language when you register or enquire.

What certificate will I receive?

An ARUK Training Certificate of Attendance.

Related courses

Register

Certificate in Document Control and Records Management (CDCRM)

Key booking terms (read before you register)
  • The full fee is paid in advance, before the course starts.
  • Cancel in writing 30 or more days before the start date (45 for in-house) for a refund. Later than that, the full fee is payable.
  • No refund for non-attendance or partial attendance.
  • Places are for the named delegate only; another person cannot attend instead.
  • Moving to another date or city is only possible if ARUK agrees in writing.
  • Travel, accommodation and visas are your responsibility. A refused visa does not change the cancellation terms.

booking terms and conditions

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Certificate in Document Control and Records Management (CDCRM)