EDMS Configuration and Control Training Course

Name: EDMS Configuration and Control Techniques Training Course
Availability: InStock

Configure document capture, metadata, versions, permissions, workflows, retrieval, audit trails, and lifecycle evidence in an EDMS.

EDMS Configuration and Control Training Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Munich, London, Nice, Cairo, Jakarta, Cape town and more
Next session: 5 – 9 October 2026, Munich
Average fee: 5,800 €

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EDMS Configuration and Control Techniques Training Course

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Course Overview

EDMS Configuration and Control Techniques Training Course is a five-day course for document controllers, records staff, administrators, and information professionals who leave with an EDMS Control Configuration Pack. Participants configure capture rules, metadata, version control, permissions, approval workflows, retrieval, audit trails, and retention coordination. The course turns document-management requirements into testable settings and operating evidence. EDMS configuration and control techniques are taught by Agile Leaders Training Center.

Who Should Attend

Document-control functions responsible for controlled files and revisions
Records functions responsible for capture, metadata, retention, and disposition coordination
System-administration functions responsible for libraries, permissions, and monitoring
Quality functions responsible for approvals, traceability, and audit evidence
Information-management functions responsible for classification, search, and retrieval

The course assumes participants work with electronic documents and leaves out software development, infrastructure recovery, and long-term archival preservation strategy.

Departments and Industries

The course supports EDMS control in regulated and document-intensive operations.

Engineering, construction, and energy operations
Healthcare and life-science services
Finance and professional services
Education and research organizations
Corporate quality, information technology, and shared services

Learning Objectives

By the end of this course, participants will be able to:

Analyze EDMS requirements, roles, document types, and control risks
Build capture, naming, classification, and metadata configurations
Apply version, check-in, approval, and publication controls
Use permission, search, retrieval, and audit-trail settings
Evaluate workflow exceptions, retention triggers, and control evidence
Build an EDMS Control Configuration Pack

Course Agenda

Day 1: EDMS Control Foundations

EDMS Scope and Boundary Map
Document Type and Content Inventory
Control Requirement Traceability Matrix
System Role and Responsibility Model
ISO 15489-1:2016 Records Control Reference

Day 2: Capture and Metadata Configuration

Document Capture Rule Set
File Naming Convention Standard
Classification Scheme Design
Metadata Field Configuration Sheet
Required Metadata Validation Checklist

Day 3: Versions and Workflow Controls

Version Numbering and Status Model
Check-In and Check-Out Control Rules
Approval Workflow Configuration Diagram
Publication Permission Decision Matrix
Workflow Exception and Escalation Log

Day 4: Access, Retrieval, and Lifecycle Evidence

Role-Based Access Configuration Matrix
Search and Retrieval Test Script
Audit Trail Event Register
Retention Trigger Mapping Sheet
Disposition Referral Evidence Checklist

Day 5: EDMS Configuration Practice

Capture and Metadata Configuration Exercise
Version and Approval Control Exercise
Permission and Retrieval Test Simulation
Audit Trail and Retention Evidence Exercise
Capstone EDMS Control Configuration Pack

Practical Exercises

The course uses suggested activities based on document-control cases from engineering, healthcare, education, and professional services.

Suggested activity: configure capture rules and metadata for a mixed document set
Suggested activity: diagnose a version conflict and repair an approval route
Suggested activity: test role-based access, search results, and retrieval evidence
Suggested activity: trace an audit event to a retention and disposition referral

FAQs

Who does the EDMS Configuration and Control Techniques Training Course suit?

The course suits professionals who already handle electronic documents, metadata, permissions, workflows, or control evidence and need a structured configuration method.

How does EDMS configuration training differ from general records management training?

EDMS configuration training focuses on translating document-control requirements into system settings and tests, while general records management addresses broader governance and lifecycle principles.

What belongs in an EDMS metadata configuration?

An EDMS metadata configuration defines each field, purpose, format, allowed value, requirement status, source, ownership, validation rule, and search behavior.

How should EDMS version and approval controls work together?

Version and approval controls should distinguish drafts from approved issues, restrict publication authority, record decisions, preserve history, and prevent uncontrolled copies from appearing current.

What evidence shows EDMS controls are operating?

Operating evidence includes configuration records, permission assignments, workflow histories, version logs, retrieval tests, audit-trail events, exception records, and retention referrals.

Conclusion

Participants take back an EDMS Control Configuration Pack linking requirements, capture, metadata, versions, workflows, permissions, retrieval, audit trails, and retention evidence. The pack replaces informal settings with documented rules and tests. It helps document teams configure controls consistently, diagnose exceptions, and demonstrate how electronic documents are governed.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 1-20 of 76 events

Location	Dates	Duration	Mode	Price
Munich	Week 41, 2026 5 – 9 October 2026	5 Days	Onsite	€5,700
London	Week 42, 2026 12 – 16 October 2026	5 Days	Onsite	€5,700
Nice	Week 42, 2026 12 – 16 October 2026	5 Days	Onsite	€5,700
Cairo	Week 43, 2026 19 – 23 October 2026	5 Days	Onsite	€4,100
Jakarta	Week 43, 2026 19 – 23 October 2026	5 Days	Onsite	€5,700
Cape town	Week 43, 2026 25 – 29 October 2026	5 Days	Onsite	€4,500
Rome	Week 44, 2026 26 – 30 October 2026	5 Days	Onsite	€5,700
Montreux	Week 45, 2026 2 – 6 November 2026	5 Days	Onsite	€7,500
Dubai	Week 46, 2026 9 – 13 November 2026	5 Days	Onsite	€4,500
Baku	Week 46, 2026 9 – 13 November 2026	5 Days	Onsite	€5,000
Chicago	Week 46, 2026 15 – 19 November 2026	5 Days	Onsite	€12,000
Riyadh	Week 48, 2026 29 November – 3 December 2026	5 Days	Onsite	€5,700
Phuket	Week 49, 2026 6 – 10 December 2026	5 Days	Onsite	€6,000
Frankfurt	Week 51, 2026 14 – 18 December 2026	5 Days	Onsite	€5,700
Zanzibar	Week 51, 2026 20 – 24 December 2026	5 Days	Onsite	€5,500
Casablanca	Week 53, 2026 28 December 2026 – 1 January 2027	5 Days	Onsite	€4,100
Abu Dhabi	Week 53, 2026 28 December 2026 – 1 January 2027	5 Days	Onsite	€4,700
Johannesburg	Week 53, 2027 3 – 7 January 2027	5 Days	Onsite	€4,500
Amsterdam	Week 01, 2027 4 – 8 January 2027	5 Days	Onsite	€5,700
Marbella	Week 01, 2027 10 – 14 January 2027	5 Days	Onsite	€5,700

Frequently asked questions

What does this course cover?

Course OverviewEDMS Configuration and Control Techniques Training Course is a five-day course for document controllers, records staff, administrators, and information professionals who leave with an EDMS Control Configuration Pack. Participants configure capture rules, metadata, version control, permissions, approval workflows, retrieval, audit trails, an…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

EDMS Configuration and Control Training Course