Information and Records Management Systems for Professionals

This DIXONTECH programme delivers comprehensive knowledge and practical expertise in information and records management systems. It focuses on designing, implementing, and maintaining efficient recordkeeping frameworks that support organizational governance, compliance, and decision-making. Delegates will explore ISO 15489 standards, data security, and digital transformation in records management to enhance operational integrity and reliability.

TRAINING TOPICS

• Principles and Frameworks of Records Management
• Information Governance and Lifecycle Control
• Records Classification, Indexing, and Retention Policies
• Digital Records and Electronic Document Systems (EDMS)
• Metadata Standards and Filing Structures
• Risk, Security, and Confidentiality in Information Management
• Legal and Regulatory Compliance (ISO, GDPR, FOIA)
• Audit, Accountability, and Performance Measurement
• Business Continuity and Disaster Recovery
• Future Trends in Digital and Intelligent Recordkeeping

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

• Manage and govern records systems effectively to enhance compliance and efficiency.
• Design information management frameworks based on global standards
• Apply classification, indexing, and retention policies
• Manage digital records within an electronic system (EDMS)
• Ensure information confidentiality and regulatory compliance
• Audit, track, and monitor recordkeeping activities
• Enhance decision-making through accurate data retrieval
• Support business continuity and risk mitigation
• Integrate emerging technologies in information governance

TRAINING IS TAILORED TO:

• Developed for professionals responsible for organizational information and records management.
• Records and Information Managers
• Compliance and Data Governance Officers
• Administrative and Documentation Professionals
• Quality Assurance and Audit Staff
• IT and Digital Transformation Specialists
• Legal and Regulatory Affairs Personnel
• Knowledge and Information Officers
• Business Support and Operations Managers

TRAINING METHODOLOGY

DIXONTECH applies a practical, interactive methodology combining case studies, system demonstrations, and simulation exercises. Participants will analyze recordkeeping scenarios, design classification systems, and practice compliance-based auditing using global standards and advanced digital tools for effective information management.

DAY 1

PRINCIPLES AND FRAMEWORKS OF RECORDS MANAGEMENT

• Understanding records management fundamentals and objectives
• The role of records management in corporate governance
• Structuring policies and procedures for compliance
• Applying ISO 15489 and related frameworks
• Defining roles, responsibilities, and accountability structures
• Developing a recordkeeping strategy and roadmap
• Aligning information systems with organizational goals

DAY 2

INFORMATION GOVERNANCE AND RECORDS CLASSIFICATION

• Information governance principles and implementation models
• Designing and applying classification schemes
• Metadata structures and indexing best practices
• Developing retention and disposal schedules
• Mapping information lifecycles from creation to disposal
• Standardizing records handling across departments
• Establishing access control and responsibility levels

DAY 3

DIGITAL RECORDS MANAGEMENT AND ELECTRONIC SYSTEMS (EDMS)

• Implementing and managing an electronic document management system
• Understanding digital formats, migration, and archiving processes
• Workflow automation and document routing
• Managing hybrid (paper + digital) records environments
• Evaluating and selecting digital archiving tools
• Maintaining authenticity and integrity of digital records
• Case study: transitioning from paper to digital

DAY 4

RISK MANAGEMENT, SECURITY, AND COMPLIANCE

• Identifying risks in information and records systems
• Ensuring data security, encryption, and confidentiality
• Applying GDPR, FOIA, and data protection laws
• Conducting compliance and information audits
• Managing privacy breaches and corrective actions
• Developing business continuity and disaster recovery plans
• Documenting risk mitigation and monitoring activities

DAY 5

AUDIT, PERFORMANCE, AND FUTURE RECORDKEEPING INNOVATIONS

• Developing audit trails and performance KPIs
• Measuring effectiveness of recordkeeping systems
• Reporting on compliance and operational outcomes
• Applying Lean principles for process improvement
• Exploring AI, blockchain, and automation in records management
• Managing digital ethics and governance challenges
• Building future-ready records management strategies
• Designing a roadmap for continuous improvement