Role-Based Programme
RB1739

AI-Powered Records & Document Management

Intelligent Information Governance, Search & Workflow Automation

IMAGE REQUIRED
Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced capability to apply AI across the complete records and document-management lifecycle.
  • Use AI to classify, extract, organise, search, summarise, compare, and manage information from large document collections.
  • Build practical workflows for metadata generation, document indexing, version management, retention support, retrieval, and archival preparation.
  • Apply AI to improve document quality, knowledge discovery, records reporting, information accessibility, and administrative productivity.
  • Design responsible AI-assisted records workflows with appropriate controls for confidentiality, permissions, retention, accuracy, auditability, and human oversight.

Tools covered

Generative AI AssistantsDocument AIOCR & Data ExtractionAI Search & RetrievalSpreadsheet & Data AnalysisClassification & Metadata ToolsKnowledge Management AIWorkflow Automation

Who should attend

  • Records Management Professionals
  • Document Control Executives
  • Document Controllers
  • Records Officers
  • Administration Executives
  • Administration Managers
  • Information Management Professionals
  • Knowledge Management Professionals
  • Document Management Specialists
  • Corporate Services Professionals
  • Office Administration Professionals
  • Archive & Records Coordinators
  • Quality Documentation Professionals
  • Information Governance Coordinators
  • Records & Document Management Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of records, documents, filing, administration, or information-management activities
  • Familiarity with document repositories, folders, metadata, versions, or records-retention practices
  • Basic proficiency with spreadsheets, documents, email, and workplace productivity applications
  • No previous AI course attendance required
  • No programming background required

TOC Modules

Concepts
  • Understanding Generative AI, Document AI, OCR, intelligent search, and workflow automation
  • Understanding the records and document lifecycle from creation to disposition
  • Identifying AI opportunities across classification, indexing, retrieval, review, reporting, and archiving
  • Understanding AI assistance versus authorised records-management decisions
Practical activities
  • Mapping an existing document-management lifecycle and identifying AI opportunities
  • Comparing manual and AI-assisted document-handling activities
  • Creating an AI opportunity matrix for Records & Document Management

Scenarios

Unstructured Document Repository to Intelligent Records System

Document Repository → AI Classification → Metadata Extraction → Duplicate Detection → Version Review → Searchable Index → Retention Mapping → Management Dashboard

Participants use AI-assisted techniques to organise a sample document repository, improve metadata, identify duplicates and obsolete versions, enhance retrieval, and prepare a structured records-management dashboard.

Incoming Document to Controlled Records Workflow

Document Received → OCR / Extraction → Classification → Metadata → Access Level → Approval → Repository Filing → Retention Assignment → Audit Trail

Participants design an end-to-end AI-assisted workflow for processing incoming records while maintaining human validation, document authority, confidentiality, retention controls, and traceability.

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