Spartan Infotech Training Services: Spartan Certified Document Management Specialist (SCDMS)

Prelude
00:00 hrs - 00:15 hrs: Spartan Infotech Introduction
00:15 hrs - 00:45 hrs: Using Digital Document Management to Increase Efficiency
00:45 hrs - 01:00 hrs: A brief guide to the features and benefits of digital document management systems

Spartan Certified Document Controller Level 1 : Basic
Solving Business-Critical Problems with Digital Document Management: Duration: 6 hours
00:00 hrs - 00:15 hrs: Introduction
00:15 hrs - 03:00 hrs: Save Time, Increase Productivity, Increase Profitability and Efficiency
03:00 hrs - 04:00 hrs: Break
04:00 hrs - 07:00 hrs: Increase Communication and Collaboration, Enable Automation

Spartan Certified Document Controller Level 2 : Advanced
Operational Procedures and Practice: Duration: 21 hours
Day 1: Capture	00:00 hrs - 00:15 hrs: Session Introduction 00:15 hrs - 01:00 hrs: About Digital Document Management 01:00 hrs - 03:30 hrs: Usability, Capture, Indexing and Retrieval, Full-text indexing 03:30 hrs - 04:30 hrs: Break 04:30 hrs - 06:30 hrs: Template field searches, Folder/File Structure Searches, Annotations 06:30 hrs - 07:00 hrs: Questions
Day 2: Storage & Retrieval	00:00 hrs - 00:15 hrs: Session Introduction 00:15 hrs - 02:30 hrs: Storage & Archiving, Records Management, Distribution, Print/Fax & Email 02:30 hrs - 03:30 hrs: Break 03:30 hrs - 05:30 hrs: Intranet & Internet, Briefcases and Portable Volumes, Workflow 05:30 hrs - 06:00 hrs: Questions
Day 3: Integration	00:00 hrs - 00:15 hrs: Session Introduction 00:15 hrs - 02:30 hrs: Security, Integration, Back-End Integration, Front-End Integration 02:30 hrs - 03:30 hrs: Break 03:30 hrs - 05:30 hrs: Technical Considerations, System Compatibility, Networked Systems, Scalability 05:30 hrs - 06:00 hrs: Questions
Day 4: System Requirements	00:00 hrs - 00:15 hrs: Session Introduction 00:15 hrs - 02:30 hrs: Hardware Requirements, Software Requirements 02:30 hrs - 03:30 hrs: Break 03:30 hrs - 05:30 hrs: Licensing Requirements, Web Deployment, Scanning Requirements, Storage Options 05:30 hrs - 06:00 hrs: Questions

Spartan Certified Document Management Specialist Level 3 : Expert
Conducting Needs Assessment and Developing an Implementation Plan: Duration: 25 hours
Day 1: Analysis	00:00 hrs - 00:15 hrs: Session Introduction 00:15 hrs - 02:30 hrs: Conducting Needs Assessment 02:30 hrs - 03:30 hrs: Break 03:30 hrs - 05:30 hrs: Analysis, Process Analysis 05:30 hrs - 06:00 hrs: Questions
Day 2: DMS Planning	00:00 hrs - 00:15 hrs: Session Introduction 00:15 hrs - 02:30 hrs: Creating an Implementation Plan, Developing the Plan 02:30 hrs - 03:30 hrs: Break 03:30 hrs - 05:30 hrs: Choosing What To Outsource, Scaling from Pilot Project to Organization-wide Solution 05:30 hrs - 06:00 hrs: Questions
Day 3: Training	00:00 hrs - 00:15 hrs: Session Introduction 00:15 hrs - 02:30 hrs: Training Staff and Users 02:30 hrs - 03:30 hrs: Break 03:30 hrs - 05:30 hrs: Training Systems Administrators 05:30 hrs - 06:00 hrs: Questions
Day 4: Consulting	00:00 hrs - 00:15 hrs: Session Introduction 00:15 hrs - 02:30 hrs: Implementation Consulting 02:30 hrs - 03:30 hrs: Break 03:30 hrs - 05:30 hrs: Vendor Resources, Support and Maintenance 05:30 hrs - 06:00 hrs: Questions
Day 5: Compliance	00:00 hrs - 00:15 hrs: Session Introduction 00:15 hrs - 02:30 hrs: Compliance & Legal Issues 02:30 hrs - 03:30 hrs: Break 03:30 hrs - 05:30 hrs: Industry Specific Issues 05:30 hrs - 06:00 hrs: Questions

Spartan Certified Document Management Specialist (SCDMS) – Enabled Skill Set
Evolve, Maintain and update all company policy, procedures, and process documents to ensure that company administrative needs are met. Administer a Document Management System by creating users, groups, folders, templates, index fields, etc. Assign rights and privileges on documents, folders, to users, groups, etc. Monitor quality of work, like resolution, clarity of imaged documents. Monitor the activities performed by users on a Document Management System. Perform Back up tasks on the database and repository. Manage reviews and approval of documents in the document management system using standard procedures. Administration of records retention management program, by enforcing retention schedules. Distribution of all documents to ensure that access to documents is limited to appropriate personnel and is delivered in a timely manner. Destruction of relevant documents to ensure that all documents are destroyed according to legal and company guidelines. A Document Management Specialist is a higher skilled individual and provides work guidance for less knowledgeable personnel like Document Controllers.

Assessment Criteria
Objective, Written - 30% Assignment, Practical - 70%

Certification
Spartan Certified Document Management Specialist (SCDMS) upon completion of Assessment Criteria.

Definition
Name of the Awarding Institution, Code/Course, Level, Proficiency, Summary of Enabled Skills, Period (From-To) Signed by : Trainer, QA, Authorized Signatory.

Back to Training Page