Evaluating Document Management Software is an important step in completing a full document management system. It is vital that one can navigate the different software applications to provide accurate suggestions for consideration.
Many organizations will turn to a software platform to support and complete their document management system, but knowing how to investigate and recommend the most appropriate software for consideration is a daunting task.
With the myriad of available software applications on the market, understanding how to translate your organization’s functional requirements into something that makes sense to software providers is crucial. This will assist in comparing consistent functional capabilities between software applications.
Document controllers will often be required to assist in the recommendation and evaluation of an appropriate software application, and therefore they need to understand, in detail, the variety of functional requirements depending on the organization they work for.
- This course does not have prerequisites, students must however meet the recommendations and requirements in the Notes section along with any proficiencies identified below.
Courses are instructor-led, face-to-face and may be delivered in three formats:
- In Class - all classes are taught in a computer lab.
- Online - all classes are taught synchronously in real-time.
- Blended - delivery is both in a computer lab and synchronously online, alternating weekly.
It is the students responsibility to carefully read the course section content below to know which delivery options are available for the course they are registering into.
- Registrations within 24 hours of course start time must be made by phone (403-220-2988).
Top of Page
Course Level Learning Outcomes
- Dissect the functional requirements for each organization type
- Compare functional requirements between the divisions of document management
- Construct the minimum functional requirements for evaluation
- Distinguish between must have and nice to have capabilities
Topics of Instruction
- Types of software requirements for different types of companies
- Functional requirements for document management
- Document Control functionality, numbering, versioning, workflow
- Business functionality, searching, reporting, usability
- Metadata management and integration functions
- Security, auditing, and file transfers
Top of Page
Recommendations and Requirements
Courses are 30 hours and are scheduled to be completed in either 5 weeks or 10 weeks. Generally, 5 week courses have two classes per week, and 10 week courses have one class per week.
Courses may be delivered in class, online, or blended (both in class and online). All delivery formats will use Desire2Learn (D2L) and Adobe Connect Meeting (ACM) tools to varying degrees and it is the students responsibility to ensure they are comfortable with these tools prior to the start of the first class.
Students are encouraged to read Student Online Learning Resources to determine the delivery format that will best meet their learning needs.
- Students familiar with D2L and ACM from previous course work require no further introduction to these learning tools.
- Students who register into an in class only course section and who are unfamiliar with D2L and ACM learning tools are recommended to take the necessary time to fully explore these learning tools prior to the start of class.
- Students who register into an online or blended course section and who are unfamiliar with D2L and ACM learning tools are recommended to take BMC 352 Learning Online.
For online and blended delivery, students should have access to their own computer with required software, Internet connection, a headset with speakers and microphone, webcam, and a monitor large enough to display multiple applications (or the use of two monitors). Students should test their environment prior to the start of class to ensure everything is working properly.
- There is no special software required.
- There are no textbooks required.
It is strongly recommended that students attend every class. It is the responsibility of the student to communicate potential absenteeism to the instructor.