Course Information

Records and Document Management Skills

Enable participants to build a systematic, searchable records system with version control and appropriate workplace confidentiality safeguards.

Instructor facilitating communication skills for a corporate management team

Actual classroom session at Masterskills

Instructor presenting during a training session

Participants taking part in a training activity

Discussion during a corporate training program

Overview of an on-site corporate training class

Instructor guiding participants through practical exercises

Group activity during the training program

Group photo of participants at the end of the course

Table of Contents

Course Overview
Learning Objectives
Target Participants
Course Outline
Training Methodology
Class Information
Materials & Certification
Faculty
Masterskills Corporate Profile
Selected Clients

1. Course Overview

Records and documents provide evidence of operational activities, yet many organizations still store them across scattered locations, use inconsistent naming conventions, or lack version control. As a result, employees waste time searching, use incorrect documents, and struggle to establish accountability when errors occur.

The course “Records and Document Management Skills” guides participants in classifying, coding, storing, and retrieving records through a standardized process. The course also covers version control, approval workflows, access authorization, confidentiality, and document digitization.

Through scenarios and exercises involving folder structures, indexes, naming conventions, and records management procedures, participants can review their current system and recommend improvements suited to their department.

2. Learning Objectives

Distinguish among records, documents, forms, and supporting documents in business operations.
Classify, code, and name documents using consistent, searchable conventions.
Design processes for document storage, borrowing and return, updating, and version control.
Determine retention periods, access rights, and safeguards for sensitive documents.
Integrate paper records management with electronic storage and appropriate digital tools.
Review deficiencies and develop an improvement plan for the department's records system.

3. Target Participants

Managers and Department HeadsThose who need to standardize records, forms, and document management responsibilities within their unit.
Administration, Document Control, and Records StaffThose directly responsible for receiving, organizing, controlling, and retrieving corporate records.
Legal, Quality, Human Resources, and Finance PersonnelThose managing documents subject to stringent accuracy, confidentiality, or compliance requirements.
Employees Who Regularly Handle DocumentsThose seeking to reduce search time and prevent the use of incorrect record versions.

4. Course Outline

PART 01Overview of Records Management

Documents.
Concepts of corporate records and document management.
The role of documents in organizational operations.
Distinguishing records, documents, forms, and supporting documents.
Principles of completeness, accuracy, and retrievability.
The impact of poor document management.
Common records storage errors.
Examples of risks caused by lost documents.
Discussion of current document management challenges.

PART 02Records Classification and Standardization

Documents.
Identify document groups by function.
Classify administrative, human resources, and financial documents.
Establish record codes and document names.
Standardize forms, versions, and document ownership.
Define retention periods for each document type.
Apply 5S principles to document management.
Exercise: classify departmental documents.
Practice assigning record codes and names.

PART 03Document Storage and Retrieval Process

Design a user-friendly folder structure.
Maintain consistent paper and electronic filing systems.
Define storage locations and records custodians.
Establish procedures for borrowing, returning, and updating records.
Create indexes to support rapid retrieval.
Use records control checklists.
Scenario: excessive time spent locating documents.
Practice creating a sample folder structure.

PART 04Version Control and Approval Workflows

Identify documents requiring version control.
Record issue dates, revisions, and approvers.
Manage drafts, effective versions, and obsolete versions.
Establish drafting, review, and approval procedures.
Communicate document changes to users.
Apply document control practices within the organization.
Example of using an incorrect document version.
Exercise: design a sample approval workflow.

PART 05Document Confidentiality, Compliance, and Risk Management

Assign access rights based on job roles.
Protect confidential, sensitive, and personal documents.
Control copying, sharing, and printing.
Comply with records retention and legal requirements.
Identify data loss risks.
Establish secure document disposal procedures.
Scenario: confidential document sent to the wrong recipient.
Practice assigning document access by user group.

PART 06Digitizing and Improving Records Management

Convert paper records into digital data.
Use appropriate document management software.
Establish storage rules for digital platforms.
Automate deadline reminders, approvals, and archiving.
Evaluate retrieval efficiency and information security.
Continuously improve document management processes.
Develop a records and document management checklist.
Commit to applying the practices within the participant's department.

5. Training Methodology

Classes are delivered in small, learner-centered groups. Instructors provide concise input, then facilitate discussions, scenario-based practice, feedback, and reflection so participants can translate knowledge into practical workplace behaviors.

Group Discussions Individual Exercises Group Presentations Brainstorming Techniques Guided Practice with the Instructor Experiential Projects In-Class Activities Role-Playing Activities Class Presentations

6. Class Information

Expected Start Date	Schedule	Class Hours	Location	Tuition Fee	Register
To Be Announced	Saturday – Sunday	08:30 – 16:30	Ho Chi Minh City	VND 4,500,000	Register
To Be Announced	Monday – Thursday	18:00 – 21:30	Hanoi	VND 4,500,000	Register

10% discount for registration at least 15 days in advance, groups of three or more participants, or returning clients.Reserve a Seat

Note: The schedule above is provisional and may be adjusted based on enrollment, class arrangements, and the actual training plan. Masterskills will confirm the official schedule with participants before the course begins.

Duration: 2 days / 4 sessions; maximum 35 participants per class.
Ho Chi Minh City: 224 Dien Bien Phu Street, Ban Co Ward, Ho Chi Minh City.
Hanoi: 51 Le Dai Hanh Street, Hai Ba Trung Ward, Hanoi.
Corporate in-house training: Delivered at the client's office or factory; pricing depends on the design scope, location, and class size.
Additional costs: Instructor travel and accommodation costs are determined by the delivery location, where applicable.

7. Learning Materials & Certification

Participants receive proprietary course materials developed by Masterskills, practical handouts, self-assessment forms, and reference materials aligned with real business situations.

Proprietary Course MaterialsStandardized content updated in line with the course objectives.

Practical ToolsChecklists, handouts, feedback templates, and individual action plans.Explore the Toolkit

Course Completion Certificate

Participants who meet the attendance and practical requirements receive a Masterskills certificate of program completion.

8. Faculty

Masterskills instructors and experts bring practical management, consulting, and training experience relevant to the program content.

MBA Dinh Tien Dung - Human Resources Management & Quality Systems Expert

MBA. Đinh Tiến Dũng

Human resources management and quality systems expert specializing in HR management, ISO, quality systems, and leadership skills.

MBA La Kien My - Human Resources Management & Organizational Leadership Expert

MBA. La Kiến Mỹ

Human resources management and organizational leadership expert specializing in workforce planning, performance, motivation, and succession development.

View Faculty Profiles

9. Masterskills Corporate Profile

View Profile

An overview of Masterskills' training capabilities, areas of expertise, delivery methodology, and experience partnering with organizations.

Client feedback after attending a Masterskills course

Client Testimonials

“The Records and Document Management Skills course offers practical content, workplace-relevant exercises, and clear facilitation. The instructor helps participants use appropriate tools, analyze situations, and develop solutions they can apply after the program.”

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