Document Controller Course

Zabeel International Institute of Management & Technology

  • Ratings
  • 4.0
  •  Last updated 3 years ago
  •  ENGLISH

AED 1,250

Duration: Upto 12 Hours
Location: United Arab Emirates
Delivery: Onsite course

Detailed Course Content:
The document management planning process consists of the following major steps:
Identify document management roles
Ensure that your plans incorporate the feedback of your organization’s key stakeholders, you have the best team to implement the solution, and you know who will participate in document management processes.


Analyze document usage:
After you identify who works on documents, determine the kinds of documents they work on and how they use them. This covers in the Session Identify users and analyze document usage (SharePoint Server
2010).

Plan the organization of documents:
You can organize documents in site collections, sites, and libraries. SharePoint Server 2010 offers a range of features to help organize and store documents, from specialized sites such as the Records
Repository to loosely structured libraries for quick document creation and collaboration. Within a library, you can further organize content into folders and subfolders. This covers in the Session Document library planning (SharePoint Server 2010) and Enterprise content storage planning (SharePoint Server 2010).

Plan how content moves between locations:
It might be necessary to move or copy a document from one site or library to another at different stages of its life cycle. For example, the publishing process might include moving a document from a staging site to a public Internet site. This covers in the Session “Plan the flow of content” in Document library planning (SharePoint Server 2010).


Plan content types:
Use content types to organize information about documents, such as metadata, document templates, policies, and workflow processes. This is an important step to help you organize your documents and enforce consistency across your organization. This covers in the Session Content type and workflow planning (SharePoint Server 2010).


Plan workflows:
When you plan workflows for your organization, you can control and track how documents move from one team member to another as each participant collaborates in a document’s life cycle. SharePoint Server 2010 includes workflows for common team tasks such as reviewing and approving documents. SharePoint Server 2010 also supports creating and installing custom workflows. This covers in the Session Content type and workflow planning (SharePoint Server 2010).


Plan content control :
You can plan the appropriate degree of control based on content type or storage location. For example, you might require that documents in a particular library be checked out before they can be edited. This covers in the Session Versioning, content approval, and check-out planning (SharePoint Server 2010).

Plan policies:
For each content type, plan information management policies to ensure that documents are properly audited, retained, labeled, and otherwise handled according to your organization’s institutional and legal requirements. SharePoint Server 2010 includes policies that implement auditing, document retention, labeling, and bar codes (to ensure that printed content can be correlated with corresponding electronic versions). This covers in the Session Information management policy planning (SharePoint Server 2010)


 

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