Cross-cutting

Document and Records Management

Digital Skills 30 hours

Introduction

This training programme in Document and Records Management focuses on providing the professionals the competences necessary to improve efficiency in the management of documentation and the business information. Participants will gain a sound understanding of advanced methodologies for working with digital libraries, cataloguing systems and digital databases, which will enable them to will enable us to optimise the recovery and organisation of business-critical data. This course is a valuable opportunity to enhance the ability to manage documentation and records effectively in the workplace, improving productivity and quality in business information management.

Objectives

  • Mastering techniques for information management.

  • Manage documents efficiently.

  • Understanding systems operations and records.

  • Apply safety to the information.

  • Using databases data and design queries.

  • Using advanced tools in document management.

Table of Contents

TEACHING UNIT 1. ACCESS TO INFORMATION.

  1. Access, search, consultation, management, retrieval and preservation of information.
  2. Information audit.

TEACHING UNIT 2. DOCUMENT MANAGEMENT.

  1. Records management: Procedure for registration and subsequent archiving.

TEACHING UNIT 3. FUNCTIONS AND CHARACTERISTICS OF OPERATING AND FILE SYSTEMS.

  1. Application of document archiving techniques.
  2. File types, organisation and attributes.
  3. Copy, move and delete files and folders, subfolders and so on.
  4. Techniques for securing public and private access in conventional and digital archives.

TEACHING UNIT 4. APPLICATION OF INFORMATION SECURITY AND CONFIDENTIALITY PROCEDURES.

  1. Basic optimisation of an electronic filing system.
  2. Digital publication.
  3. Electronic documents.
  4. Basic information management in database management systems.
  5. Access as a database: Objects.
  6. Database analysis.

TEACHING UNIT 5. DESIGN, TABLES, RELATIONSHIPS, DATA EDITING, CUSTOMISING TABLES.

  1. Database maintenance.
  2. Advanced data analysis.
  3. Enquiries.
  4. Form and report design.
  5. The use of the internet in document management and archiving: benefits.
  6. Export/import to XML.
  7. Security and privacy.

Your questions answered

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Educa.Pro complies with security standards designed to protect user and organisational data. Furthermore, it supports the traceability of certifications, digital signatures and the management of assessments, thereby ensuring regulatory and legal compliance in both educational and corporate environments.

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The Educa.Pro team offers comprehensive support throughout implementation, roll-out and adoption, ensuring that organisations get the most out of the platform and achieve measurable results from day one.

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