CONTROL OF DOCUMENTED INFORMATION
(A Paperless Transformation Program)

This program goes beyond teaching Clause 7.5 compliance. It enables organizations to transition from document control as a clerical function to a strategic digital governance system that supports operational excellence, audit readiness, and information security.

COURSE OBJECTIVES

By the end of the program, participants will be able to design, implement, and sustain a
secure, ISO-compliant, and performance-driven digital documented information control
system that:

  • Reduces document retrieval time
  • Eliminates version confusion
  • Strengthens confidentiality, integrity, and availability (CIA)
  • Supports audit readiness at any time
  • Enables measurable operational efficiency through paperless transformation

EXPECTED OUTCOMES

1. Interpret ISO documented information requirements (Clause 7.5) in practical,
operational terms
2. Diagnose weaknesses and risks in existing manual documentation systems
3. Design a Digital Documented Information Control System (DICS) aligned with
ISO and information security principles
4. Develop a phased digital transformation roadmap
5. Implement digital control mechanisms (versioning, access control, back-up,
retention, etc.)
6. Establish KPIs and audit mechanisms to ensure sustained compliance and
performance

 

COURSE PROGRAM

DAY 1: FOUNDATIONS AND SYSTEM DESIGN

M1: ISO Requirements for Documented Information

  • Purpose of Documented Information in ISO-based Management System
  • Clause 7.5 Explained in Operational Terms
  • Mandatory vs. Necessary Documented Information
  • Risks of Poor Document Control
  • Link to Audit Findings and Nonconformities

M2-1: Role and Competencies of a Documented Information Controller

  • Governance and Accountability
  • Required Competencies – Technical + Risk-based Thinking
  • Competency Gap Assessment Tool
  • Common Risks in Manual Systems

M2-2 Assessing the Current Manual System

  • Document Inventory Framework
  • Categorizing by type, usage, and importance
  • Classification Matrix
  • Workshop: Inventorying existing documents

M3: Documented Information Control System (DICS)

  • Setting up a DICS Using a simple architecture model: PEOPLE-PROCESS- TECHNOLOGY-CONTROLS

DAY 2 – DIGITAL TRANSFORMATION & SUSTAINABILITY

M4: Digital Transformation Roadmap

  •  From Paper to Digital – Phased Migration Strategy
  • Digitalization Policy Framework
  • File naming conventions & metadata standards
  • Selection of tools (Cloud, DMS, Hybrid systems)
  •  Migration risk controls
  • Workshop: Draft a 6-12 Month Digital Roadmap

 

M5: Protecting Confidentiality, Integrity, and Availability (CIA) of Information

  • Applying ISO/IEC 27001 principles to documented information
  • Access Control and Authentication
  • Backup and recovery procedures
  • Preventing unauthorized alteration
  • Alignment with Data Privacy Regulations

M6: Change Management and Adoption

  • Stakeholder Mapping
  • Managing Resistance
  • User Onboarding Strategy
  • Monitoring Usage and Compliance

M7: Monitoring, Evaluation, and Continuous Improvement

  • KPIs for documented information control performance
  • Internal Audit Focus Areas
  • Applying PDCA for System Improvement

BONUS TOOLKIT
Participants will receive

  • Document Inventory Template in MS Excel
  • Digital Migration Plan Template
  • Access Control Matrix Template
  • KPI Dashboard Sample
  • Sample Documented Information Policy Framework

WHO SHOULD ATTEND

  • Documented Information Controllers
  • QMS / IMS / ISMS Managers
  • Compliance Officers
  • Records and Administrative Officers
  • IT / Digital Transformation Leads
  • Internal Auditors

SCHEDULE & FEES

July 14-17, 2026 (4 half – days)| 9:00 AM – 4:00 PM via Zoom

October 8-9 , 2026 | 9:00 AM – 4:00 PM via Zoom

June 26-27, 2026 | 9:00 AM – 4:00 PM | Face-to-Face | Hotel in Davao |

August 17-18, 2026 | 9:00 AM – 4:00 PM | Face-to-Face | Hotel in Davao |

 

Training e-certificate and a PDF copy of the handout will be provided.

Payment for this webinar can be made through Bank Deposit/ Bank Transfer/Gcash. Our accounting will send you a statement of account upon receipt of your registration form.

Upon receipt of payment, the webinar link will be sent to the email address you indicated in the registration form.

For companies with 3 or more participants, please use the group registration form. Send the accomplished registration form to bd@rosehall.com.ph

Upon receipt of your registration, our accounting will send you a statement of account for payment processing. Payments shall be settled before the seminar date.

ACCESS TO WEBINAR LINK WILL BE GIVEN ONLY AFTER PAYMENT IS SETTLED.

CONTACT US

 

“Learn and Give Back!
When you join ROSEHALL training, you’re not just investing in your skills — you’re helping others, too. A portion of our profits goes to the Rosario Halili Quintos Foundation Inc., funding programs for abandoned elderly and Indigenous Peoples.”