Documents & Records Management Masterclass

Introduction:

This course shows you how to deal with papers in an electronic way to get rid of the papers hard copy which takes a lot of space and time. Managing documents and content can be difficult. What is the best way to store and manage the documents and records in your firm? Does your approach meet compliance requirements, regulations and standards? What is the best way to manage electronic documents and records? How do you find the right documents and records when you need them? How does workflow and business process management work with documents and records management to help increase efficiency within your firm?

Course Objectives:

At the end of this seminar participants will:

· Manage and control documents, including folders and forms reduce document distribution costs –no more paper

· Distribute and view documents costs –no more paper

· Scan, OC, index and archive paper documents

· Automate other office functions that involve work flows and electronic mail

· Address requirements of ISO 9000 and other regulatory agencies

· Understand different technologies involved in EDMS

· Manage EDMS projects and justify ROI

· Get hands-on training on some EDMS products

· Evaluate merging standards

Who Should Attend?

Administrative personnel, Supervisors, Administration Officers, Secretaries, Administrative Personnel, Clerks, Document Controllers, Executive Secretaries, Administrative Assistants, Assistant Controllers, Data Loaders, Camp Admins, Projects Administrators, Technical Assistants, Office Administrators & Managers, HR Officers, PA’s & Secretaries, Records Officers, Events Planners & Designers, Event Managers, Project Coordinators, Customer Service Personnel, Procurement Officers, Support Staff, anyone involved in office management and administration skills and practices, Office Administrators, Office Professionals, Supervisors of clerical and administrative staff, Executive Secretaries, Personal Assistants, Admin Staffs, Document Controllers

Course Outline:

Introduction: Course Objectives & Outline

  • EDMS –what is it and benefits
  • The paper flood
  • The paperless office

EDMS Components & Document Capture, Distribution & Browsing

  • Document capture
  • Scanning of documents
  • OCR and image processing
  • Indexing, archiving and retrieval
  • Demonstration

Other Sources of Documents

  • Word processors/spreadsheets
  • Forms

Document Management

  • Document control
  • Revisions/versions/histories
  • Audit trails
  • Reports
  • Demonstration

Forms Management

  • Creating forms
  • Filling and saving forms/data

Document Distribution: Work Flow Management

  • Applications
  • Creations
  • Tracking/closure
  • Demonstration

Document Distribution: Electronic Mail

  • Concepts
  • Demonstration

Document Browsing

  • Navigation
  • Application/independent viewers
  • Annotation/sticky/notes/red/lining
  • Demonstration
  • ISO 9000 & others regulatory requirements

System Architectures & Platforms

  • LAN`s & WANs
  • Client server architectures

Technology Options

  • Authoring Systems
  • Card/folio based systems

Emerging Standards in EDMS

  • Types of documentation systems
  • On-line help system
  • On –line coaches and tutorials
  • On –line documentation
  • Glossaries

Some Representative EDMS Products

  • Implementing EDMS
  • Off – the-shelf vs. customs systems
  • Allocating resources
  • EDMS management
  • Updating system
  • Future topics
  • Documents on demand
  • Multimedia documents

COURSE LOCATIONS

Code From To City Fees
AS09 12 Jan 2020 23 Jan 2020 Cairo US$ 6500 Register
AS09 16 Mar 2020 27 Mar 2020 Barcelona US$ 8500 Register
AS09 17 May 2020 28 May 2020 Doha US$ 7000 Register
AS09 19 Jul 2020 30 Jul 2020 Dubai US$ 7000 Register
AS09 28 Sep 2020 09 Oct 2020 Kuala Lumpur US$ 7500 Register
AS09 02 Nov 2020 13 Nov 2020 Zurich US$ 9500 Register

DUBAI OFFICE

Ittihad Deira Building,
Al Ittihad Rd, Deira
Dubai,
UAE
info@petrogas-training.com

USA OFFICE

642 E14 Street,
10009-13 Manhattan,
New York (NY)
USA
info@petrogas-training.com

EGYPT OFFICE

52 General Kamal Hejab Street,
Suez Bridge,
Cairo,
Egypt
info@petrogas-training.com
 

COURSE CERTIFICATE

Certificate of Completion will be provided to the candidate(s) who successfully attend and complete the course. Training hours attendance percentage of 75% is required.

TRAINING HOURS

Standard course hours: 8:30 A.M. to 3:30 P.M. Informal discussions: 4:30 P.M. to 5:30 P.M.

TRAINING METHODOLOGY

We use a blend of interactive and hands-on methods, active participation, a variety of instructional techniques, dynamic presentations, individual and group exercises, in depth discussion, DVD’s, role-plays, case studies, examples. All of the information, competencies, knowledge and skills acquired within our training programs, are 100% transferrable to the participants’ workplace.

ASSESSMENT & EVALUATION

Pre-Test and Post-Test Assessment are applied on 5-day and 10-day programs. Also, post course evaluation and candidate’s evaluation are applied to add another level of quality measurement. Candidates’ feedback is highly appreciated to elevate the training service quality.

ORGANIZATIONAL IMPACT

A- Have staff trained in the latest training and development approaches

B- Support nationalization and talent management initiatives

C- Have properly trained and informed people who will be able to add value

D- Gain relevant technical knowledge, skills and competencies

PERSONAL IMPACT

A- Develop job related skills

B- Develop personal skills in subject matter

C- Have a record of your growth and learning results

D- Bring proof of your progress back to your organization

F- Become competent, effective and productive

G- Be more able to make sound decisions

H- Be more effective in day to day work by mastering job-related processes

I- Create and develop competency to perform job well

FREQUENT NOMINATIONS SCHEME

A- 10% discount after 05 candidates’ registration.

B- 15% discount after 10 candidates’ registration.    

C- 20% discount after 20 candidates’ registration.

D- 25% discount after 25 candidates’ registration.

E- 30% discount after 30 candidates’ registration

F- Higher discount rates will be offered based on work volume with different clients.  

SEVERAL NOMINATIONS ON THE SAME COURSE SCHEME

A- One extra free seat is offered on 4 candidates on the same course and dates.

B- Two extra free seats are offered on 6 candidates on the same course and dates.

C- Three extra free seats are offered on 8 candidates on the same course and dates.

D- Four extra free seats are offered on 10 candidates on the same course and dates.

E- Five extra free seats are offered on 12 candidates on the same course and dates.

REGISTRATION POLICY

Nominations to our public courses are to be processed by the client’s Training and/or HR departments. A refund will be issued back to the client in the event of course cancellation or seat unavailability. A confirmation will be issued to the relevant department official(s). 

CANCELLATION POLICY

If a confirmed registration is cancelled less than 5 working days prior to the course start date, a substitute participant may be nominated to attend the same course or a 20% cancellation charge is applied. In case of a no-show, a 100% fee will be charged.

PAYMENT POLICY

Payment is due upon receiving the course confirmation, invoice and/or proforma invoice. However; the fee due can be wire transferred to our bank account directly after course completion. Our bank details are illustrated on the confirmation, invoice and proforma invoice, as well. The above documents can be communicated electronically, i.e., in a soft copy or/and in hard copy based on customer’s request.

COPYRIGHT

© 2017. Material published by PETROGAS shown here is copyrighted. © 2017. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing in any medium, transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.