Duration
1 day
Schedule
See training dates for details
Regular fee
$540
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$485
Objectives of the training
At the end of the training, the participant will be able to apply good document management practices.Targeted audience
All persons who will initiate, supervise or execute an improvement process.Prerequisite
NoneTrainers
Upcoming information
Course architecture
- Introduction and objectives
- 5S principles
- Preparatory phase: what are the needs?
- What will be the scope of the improvements?
- Establishing guidelines (cost, duration, etc.)
- Preparation of the file for management
- Importance of involving staff and management
- Importance of information in a company
- Advances in technology and document management
- The most common needs
- General concepts in document management
- 5 key qualities of a successful document management system
- Characteristics of a document
- How to design an effective classification plan
- How is electronic classification different?
- A classification method that respects the way the brain works
- Classification plan oriented on internal processes
- Classification plan model to facilitate reflection
- How to name a document
- How to manage versions
- Importance of including email management in the process
- Advanced email management and classification
- How to develop an electronic or paper retention schedule
- The need to develop a protocol and work instructions for records management in business
- How to develop a protocol and work instructions
- How to implement and maintain changes
- 5S principles
- Preparatory phase: what are the needs?
- What will be the scope of the improvements?
- Establishing guidelines (cost, duration, etc.)
- Preparation of the file for management
- Importance of involving staff and management
- Importance of information in a company
- Advances in technology and document management
- The most common needs
- General concepts in document management
- 5 key qualities of a successful document management system
- Characteristics of a document
- How to design an effective classification plan
- How is electronic classification different?
- A classification method that respects the way the brain works
- Classification plan oriented on internal processes
- Classification plan model to facilitate reflection
- How to name a document
- How to manage versions
- Importance of including email management in the process
- Advanced email management and classification
- How to develop an electronic or paper retention schedule
- The need to develop a protocol and work instructions for records management in business
- How to develop a protocol and work instructions
- How to implement and maintain changes
Pedagogical details
Training architecture
- Theoretical and interactive presentations - Exercises based on case examples - Practical exercises - Specific action plan developed throughout the day by each participant according to their situation
Private or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quoteDuration
1 day
Schedule
See training dates for details
Regular fee
$540
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$485
Private or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quote