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DB-013

Document Control and Records Management

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

People implementing or handling documents examine document control and records management in a 5 day course with 6 modules. Delegates assess inefficient processes and develop documentation strategies, policies and project procedures. Electronic systems, version control and retention support the work on paperless offices, with storage, integrity, quality and compliance considered alongside stakeholder and contractual requirements.

Classroom

Public courses in our cities

  • 19–23 Oct 2026Rome£3,400 + VAT
  • 19–23 Oct 2026Barcelona£3,080 + VAT
  • 19–23 Oct 2026Riyadh£4,200 + VAT
  • 2–6 Nov 2026Kuala Lumpur£1,800 + VAT
  • 2–6 Nov 2026Frankfurt£2,600 + VAT
  • 16–20 Nov 2026Doha£4,200 + VAT
Show 36 more dates
  • 7–11 Dec 2026Abu Dhabi£4,200 + VAT
  • 21–25 Dec 2026Barcelona£3,080 + VAT
  • 21–25 Dec 2026Rome£3,400 + VAT
  • 4–8 Jan 2027Singapore£4,200 + VAT
  • 18–22 Jan 2027Barcelona£3,080 + VAT
  • 18–22 Jan 2027Paris£3,600 + VAT
  • 1–5 Feb 2027Muscat£3,080 + VAT
  • 15–19 Feb 2027Frankfurt£2,600 + VAT
  • 1–5 Mar 2027Casablanca£2,280 + VAT
  • 15–19 Mar 2027Rome£3,400 + VAT
  • 15–19 Mar 2027Barcelona£3,080 + VAT
  • 5–9 Apr 2027Kuala Lumpur£1,800 + VAT
  • 5–9 Apr 2027Frankfurt£2,600 + VAT
  • 19–23 Apr 2027Manama£3,080 + VAT
  • 3–7 May 2027Amman£3,400 + VAT
  • 17–21 May 2027Barcelona£3,080 + VAT
  • 17–21 May 2027Rome£3,400 + VAT
  • 7–11 Jun 2027Madrid£3,400 + VAT
  • 21–25 Jun 2027Barcelona£3,080 + VAT
  • 21–25 Jun 2027Paris£3,600 + VAT
  • 5–9 Jul 2027Berlin£3,400 + VAT
  • 19–23 Jul 2027Frankfurt£2,600 + VAT
  • 2–6 Aug 2027Milan£3,400 + VAT
  • 16–20 Aug 2027Rome£3,400 + VAT
  • 16–20 Aug 2027Barcelona£3,080 + VAT
  • 6–10 Sep 2027Kuala Lumpur£1,800 + VAT
  • 6–10 Sep 2027Frankfurt£2,600 + VAT
  • 20–24 Sep 2027Malaga£3,080 + VAT
  • 4–8 Oct 2027Sarajevo£3,400 + VAT
  • 18–22 Oct 2027Barcelona£3,080 + VAT
  • 18–22 Oct 2027Rome£3,400 + VAT
  • 1–5 Nov 2027Dubai£4,200 + VAT
  • 15–19 Nov 2027Barcelona£3,080 + VAT
  • 15–19 Nov 2027Paris£3,600 + VAT
  • 6–10 Dec 2027Riyadh£4,200 + VAT
  • 20–24 Dec 2027Frankfurt£2,600 + 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

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Document Control and Records Management

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Course overview

Documentation affects workflows. Delegates examine causes of inefficient processes and the resources used to maintain information, then consider methods for designing a cost-effective corporate strategy that supports paperless work and protects document integrity. Enterprise Content Management (ECM) and Records and Information Management (RIM) analyses inform the discussion of change, while technical documentation cases are examined from several perspectives.

A documentation project needs procedures throughout its life. Delegates consider initiation and completion alongside electronic system choices, process maps, work instructions and departmental training. Indexing, numbering and data libraries precede the material on contractual obligations, design revisions and legacy archives. Access, control levels and version tracking connect with retention policies, central storage and consistent naming. The closing module examines data quality, information management, compliance and automated sharing and capture processes. Presentations, videos and group work explain the document control concepts.

Course objectives

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

  1. Identify factors behind inefficient documentation processes
  2. Apply methods for a cost-effective corporate documentation strategy that supports a paperless office and future needs
  3. Coordinate documentation change using ECM and RIM enterprise analyses
  4. Examine significant technical documentation cases from different perspectives
  5. Implement a documentation project from initiation through completion using established procedures

Target competencies

  • Document control
  • Records management
  • Policy design
  • Project management
  • Quality control

Who should attend

This course suits:

  • People implementing or handling any documents, including procurement, operational, administrative and legal documentation

Training methodology

  • Instructor-led presentations explain document control concepts interactively.
  • Videos and group work support the explanations.

Course modules

  1. Module 1

    Procedures, templates and standard forms

    • EDMS recommendations and implementation in line with ISO standards
    • Establishing systems for creating, reviewing, approving, saving and publishing internal documents
    • Preparing process maps, procedures and work instructions
    • Training departmental staff and training trainers
  2. Module 2

    Requirements for controlling documents

    • Assessing and challenging existing or legacy management systems
    • Maintaining and retaining project and engineering documents
    • Examining a data library's structure and components
    • Indexing documents and assigning numbers
  3. Module 3

    The transition to paperless work

    • In-house and off-the-shelf Electronic Document Management System (EDMS) options, benefits and drawbacks
    • Reasons for establishing a document control system
    • Managing the full transition to a paperless office
    • Meeting contracts and stakeholder requirements
    • Controlling revisions, design changes and markup
    • Protecting legacy project documents through archives and data loss prevention
  4. Module 4

    Control policies and working procedures

    • Standardising document management
    • Preparing a document control policy
    • Putting a document access policy into practice
    • Applying different control levels to document types
    • Tracking versions of documents
    • Preparing policies for document retention
  5. Module 5

    Storage, retrieval and archives

    • Establishing central document storage
    • Setting control levels for different document categories
    • Providing a method of tracking versions
    • Applying a consistent document naming convention
    • Helping stakeholders understand the policy and its scope
    • Retrieving documents and archiving them
  6. Module 6

    Information quality and compliance

    • Improving the quality of data
    • Improving compliance
    • Defining information management
    • Automating processes for sharing data
    • Defining how information is captured

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

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Document Control and Records Management

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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Document Control and Records Management