Dorein

Advanced Training

Documents, Records & Information Management

Advanced Training

  1. Introduction & Role of the Lead/Manager – Documents, The Basics of Documents, Records & Information Management

    a) Role of Lead / Manager – Documents, Records & Information Management
    b) Differentiate the Roles
    c) Aligning strategy with company objectives
    d) Creating a vision and a culture
    e) Mobilizing a team
    f) Defining roles and responsibilities
    g) Developing plans to achieve objectives

  2. Electronic Document Management Systems

    a) Which software packages are used by Document Controllers?
    b)  What are the functionalities of Documents, Records & Information Management
    Software Packages?
    c)  How can it help Document Controllers?

  3. Document Types

    Construction Documents definition

  4. Project Master File Index

    How to build a project master file index

  5. Planning & Organizing Documents, Records & Information Management Tasks

    a) Methodology for planning & organizing tasks
    b)  Workload & Resource Calculation
    c) Planning & Tasks Allocation
    d) Progress Monitoring
    e) Budget planning & monitoring Document Distribution

  6. Implementation of Documents, Records & Information Management Systems

    a) Methodology of implementation
    b) Assessment of requirements
    c) Implementation plan

  7. Implementation of Documents, Records & Information Management Rules


    a) Documenting the Documents, Records & Information Management System
    b)  Flowcharts
    c) Policies
    d) Internal Procedures & Guidelines
    e) Instructions to Contractors
    f) Document Templates

  8. Management of Documents, Records & Information Management Team

    a) Team Leading
    b) Motivation
    c) Objectives
    d) Performance Management
    e) Workload Management

  9. Understand Documents, Records & Information Management stakeholders and
    their requirements

    a) Understand your department manager’s / project manager’s needs and ensure that
    you meet them
    b)  Ensure that you are useful and recognized member of the team and that you add
    value

  10. Setting up Documents, Records & Information Management for a new project

    a) Analyze requirements (internal, client’s, project management team)
    b)  Advise on Solutions (Observation & Recommendation Reports)
    c) Understand the difference of perspectives from the Client’s point of view and from the
    Contractor’s point of view
    d) Plan what needs to be implemented
    e) Implement procedures, templates, registers, numbering, distribution, reviews, etc.
    f) Prepare for the project kick-off
    g) Design workflows

  11. Reporting on the status of documents

    a) KPIs (*) and metrics to measure performance
    b) Design statistics for the management team
    c) Understand users’ requirements
    d) Present and communicate meaningful, fit-for-purpose and useful statistics and reports

  12. Writing Document, Record & Information Management Procedures, Specifications,
    Requirements

    a) What makes a good Documents, Records & Information Management procedure / requirements
    b)  How to make a procedure / requirements easy to understand
    c) Producing fool-proof procedures and requirements
    d) How to formulate formal clauses and wording
    e) Create mechanisms for improving / updating procedures

  13. Raising awareness about Documents, Records & Information Management

    a) Organize straight forward and meaningful inductions for new team members (e.g. engineers, technical teams, etc.)
    b)  Communicating about roles and responsibilities, processes, procedures
    c)  Awareness of risks of not managing documents properly
    d)Awareness of benefits of managing documents properly
    e) Calculating the return on investment (ROI) of Documents, Records & Information Management
    f) Developing influencing skills

  14. Organizing an As-Built documentation package

    a) Analyze requirements
    b) Plan what needs to be done
    c) Documentation preparation and handling
    d) Documentation checking
    e) Documentation delivery

  15. Managing your competencies

    a) Assess your competency level through an Examination
    b) Assess how you compare with your peers / other Document Controllers
    c)  Explore areas for development
    d) Plan the development of your skills and competencies

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