Document and Records Management for Oil and Gas Professionals Training Course

In today’s fast-paced and regulation-driven environment, the oil and gas industry demands a robust and efficient system for managing critical business information. The Document and Records Management for Oil and Gas Professionals Training Course, offered by Oxford Training Centre under our Oil and Gas Training Courses category, provides essential knowledge and best practices in handling, storing, and protecting industry documentation.

Participants will explore cutting-edge strategies for Document Management Oil and Gas, with emphasis on ensuring compliance, minimising operational risks, and improving information accessibility across complex workflows. With a practical, hands-on approach, this course prepares professionals to oversee Records Control, Industry Documentation systems with confidence and competence.

This one-week course equips oil and gas professionals with the tools and insight to master information governance, streamline digital transitions, and build resilient documentation frameworks that stand up to audits, legal scrutiny, and rapid industry evolution.

Course Objectives and Target Group

Objectives

By the end of the training, participants will be able to:

  • Understand the fundamental principles and importance of Document Management Oil and Gas.
  • Identify and mitigate risks related to poor records handling and data loss.
  • Implement international standards for Records Control, Industry Documentation including ISO 15489 and ISO 30300.
  • Design and deploy classification schemes, retention schedules, and business continuity strategies.
  • Conduct effective audits and ensure compliance with data quality and information security standards.
  • Manage physical and digital documents in alignment with technological changes and organisational needs.
  • Drive change management initiatives that enhance the adoption of structured information systems across departments.

Target Audience

This course is specifically tailored for:

  • Document controllers and records managers in oil and gas organisations.
  • Data management professionals and information officers.
  • Compliance officers and auditors.
  • Project managers and technical staff involved in document governance.
  • IT personnel working on enterprise content management systems.
  • Legal and contract teams dealing with regulatory documentation.

Professionals at all levels—whether experienced or new to the domain—will benefit from the structured learning, industry examples, and practical tools shared throughout the training.

Course Content

Day 1: Introduction to Document and Records Management in Oil and Gas

  • The critical role of Document Management Oil and Gas
  • Sector-specific challenges: upstream, midstream, and downstream
  • Types of documents and records: exploration, drilling, production, contracts, HSE
  • Overview of regulatory requirements (e.g., OGP, API, ISO, local mandates)
  • Case studies on poor documentation practices and their consequences

Day 2: Industry Documentation Frameworks and Standards

  • Information governance: policies, accountability, and roles
  • Deep dive into ISO 15489 and ISO 30300 standards
  • Understanding classification schemes and metadata
  • Structuring a comprehensive file plan for oil and gas enterprises
  • Linking records management to operational efficiency

Day 3: Records Control, Retention and Disposal

  • Principles of Records Control, Industry Documentation
  • Legal and regulatory retention requirements
  • Creating and applying retention and disposal schedules
  • Managing vital records for disaster recovery
  • Business continuity planning: ensuring access to critical documents

Day 4: Digital Transformation and Electronic Records Management

  • Transitioning from paper to digital: opportunities and pitfalls
  • Storage systems: on-site vs cloud-based solutions
  • Enterprise Content Management (ECM) tools and document management systems (DMS)
  • Security, data privacy, and audit trails
  • Integrating documentation into project management systems

Day 5: Auditing, Change Management and Strategy Implementation

  • Conducting internal audits for document control systems
  • Quality assurance procedures and data validation
  • Engaging stakeholders in change management initiatives
  • Developing a strategic implementation plan
  • Measuring performance and calculating ROI of documentation systems
  • Final workshop: developing a records management improvement roadmap for your organisation

Why Choose Oxford Training Centre?

At Oxford Training Centre, we pride ourselves on delivering world-class training tailored to the real-world challenges of the energy sector. With deep expertise and practical focus, our Oil and Gas Training Courses are designed to empower professionals and enhance organisational performance.

This course stands out by integrating global standards with field-tested methodologies, ensuring participants are equipped to lead modern, resilient, and compliant documentation strategies within their organisations.

Join us to master the tools and techniques of Document Management Oil and Gas and ensure robust Records Control, Industry Documentation practices that support safe, efficient, and transparent operations in one of the world’s most demanding industries.

Course Dates

May 29, 2025
August 27, 2025
November 26, 2025
February 12, 2026

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