Records, Document & Office Workflow Management
A practical capability-building programme focused on records, document & office workflow management, designed for professionals and organisations seeking stronger performance and applied results.
- Type
- Specialist
- Level
- Advanced
- Duration
- 5 days
- Delivery
- In person, Live online, In-house
- Languages
- English, Arabic
Records, Document & Office Workflow Management develops practical capability in organising records, controlling documents and improving administrative workflows.
Participants learn how to classify, store, retrieve, protect and dispose of records appropriately while maintaining document version control and clear workflow responsibilities. The programme also examines digital records, access controls, retention practices and workflow improvement.
The emphasis is on reliability, traceability, confidentiality and efficient information handling across the administrative environment.
Objectives
Develop effective records and document-management practices.
Strengthen classification, retrieval and retention processes.
Improve document control and version-management practices.
Build secure and traceable office workflows.
Identify opportunities for digitalisation and workflow improvement.
Learning outcomes
Develop practical classification and filing structures.
Apply appropriate document-control practices.
Establish records retention and disposal approaches.
Improve traceability and accountability within office workflows.
Recommend improvements to digital and administrative workflows.
Who it is for
Records and document-control professionals.
Administrative and office managers.
Document controllers.
Executive and administrative support staff.
Professionals responsible for information and workflow management.
Programme modules
1. Records Management Foundations
Records lifecycle
Records versus documents
Classification structures
Roles and responsibilities
2. Document Control
Document identification
Version control
Review and approval
Controlled distribution
3. Retention, Storage and Retrieval
Retention schedules
Physical and digital storage
Retrieval standards
Disposal and archiving
4. Information Security and Access
Confidentiality
Access controls
Sensitive records
Audit trails and traceability
5. Office Workflow Improvement
Workflow mapping
Bottlenecks and delays
Digital workflows
Automation and continuous improvement
Methodology
The programme uses document-control examples, classification exercises, workflow mapping and practical records-management scenarios. Participants assess existing practices and develop improved approaches for information and workflow management.
Assessment
Assessment includes records-classification exercises, document-control scenarios and a final applied task requiring participants to design an improved records or workflow-management process.
Certificate
Certificate of Completion
For your organisation
This programme can be delivered for a single organisation, team or institution, and adapted to your context, participants and objectives.
Organisational delivery is scoped and priced individually, and is not booked from this page.
Upcoming sessions
No dates are scheduled at present.
Institutional needs addressed
Related expertise
Related capabilities
Training & Professional Development
Structured professional learning that develops practical, role-relevant knowledge and capability.
Capacity Building & Institutional Development
Strengthening institutional systems, structures, people and organisational capability for sustainable performance.