Document Control, Records, and Information Governance

The DIXONTECH Document Control, Records, and Information Governance programme equips professionals with the knowledge, frameworks, and practical tools required to manage documents, records, and organisational information effectively across their full lifecycle. Aligned with ISO 9001, ISO 15489, ISO 27001, and best-practice governance standards, the course strengthens control, compliance, accessibility, security, and accountability of information assets in both digital and physical environments.

TRAINING TOPICS

• Principles of document control and records management
• Information governance frameworks and standards
• Document lifecycle management and version control
• Records classification, retention, and disposal
• Information security, privacy, and access control
• Digital records, electronic document management systems (EDMS)
• Compliance, audit readiness, and risk management
• Data quality, ownership, and accountability

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

• Establish effective document control and records systems
• Apply information governance principles and standards
• Manage document and records lifecycles systematically
• Ensure compliance, traceability, and audit readiness
• Protect information confidentiality, integrity, and availability
• Implement digital document and records solutions
• Improve organisational information quality and reliability

TRAINING IS TAILORED TO

• Document controllers and records officers
• Information governance and compliance managers
• Quality, risk, and audit professionals
• PMO and project support staff
• IT, data, and digital transformation teams
• Public- and private-sector administrators
• Professionals responsible for regulatory compliance

TRAINING METHODOLOGY

This DIXONTECH programme combines structured instruction, practical workshops, policy reviews, and real-world case studies. Participants work with templates, classification schemes, retention schedules, and governance models to ensure immediate application within their organisations.

DAY 1

FOUNDATIONS OF DOCUMENT CONTROL AND RECORDS MANAGEMENT

• Role of document control in organisational governance
• Differences between documents, records, and data
• Information lifecycle concepts and responsibilities
• Overview of ISO standards and best practices
• Risks of poor document and records management
• Roles and responsibilities of document controllers

DAY 2

DOCUMENT LIFECYCLE, CLASSIFICATION, AND VERSION CONTROL

• Document creation, review, approval, and release
• Version control and change management
• Document classification and indexing systems
• Naming conventions and metadata standards
• Managing controlled and uncontrolled documents
• Preventing duplication and information loss

DAY 3

RECORDS MANAGEMENT, RETENTION, AND COMPLIANCE

• Identifying and defining organisational records
• Records classification and filing structures
• Retention schedules and legal requirements
• Secure storage and retrieval practices
• Archiving, disposal, and destruction controls
• Audit trails and compliance documentation

DAY 4

INFORMATION GOVERNANCE, SECURITY, AND DIGITAL RECORDS

• Information governance frameworks and policies
• Data ownership, accountability, and stewardship
• Information security and access controls
• Privacy, confidentiality, and regulatory obligations
• Electronic Document Management Systems (EDMS)
• Managing digital records and cloud-based repositories

DAY 5

IMPLEMENTATION, PERFORMANCE, AND CONTINUOUS IMPROVEMENT

• Designing document control and governance frameworks
• Roles, procedures, and operating models
• Monitoring performance and compliance indicators
• Managing information risks and incidents
• Continuous improvement and maturity assessment
• Final exercise: Developing an information governance action plan