Last updated on Aug 14, 2024

What are the key skills and competencies for document management professionals according to ISO 17024?

Document management professionals are responsible for creating, organizing, storing, retrieving, and disposing of various types of documents and records. They need to ensure that the information they manage is accurate, secure, accessible, and compliant with relevant standards and regulations. One of the most widely recognized standards for document management is ISO 17024, which specifies the general requirements for the certification of persons in different fields and professions. In this article, we will explore what are the key skills and competencies for document management professionals according to ISO 17024, and how they can benefit from obtaining this certification.

1 ISO 17024 overview

ISO 17024 is an international standard that defines the criteria for the development and operation of a certification scheme for persons. It covers aspects such as the scope, objectives, governance, structure, policies, procedures, resources, and evaluation methods of a certification scheme. It also establishes the requirements for the competence, impartiality, and confidentiality of the certification body and its personnel. ISO 17024 aims to ensure that the certification of persons is consistent, credible, and reliable across different sectors and regions.

Add your perspective

Lev Uzlaner

VP of Marketing & Business Development | Expertise in Digital Transformation, Sales Growth, and Strategic Leadership | Enterprise-Level P&L Management
Report contribution
ISO 17024 provides a framework ensuring that certified professionals meet specific requirements and standards, focusing on the development and maintenance of a certification scheme for individuals. For document management professionals, adhering to ISO 17024 involves demonstrating competencies in various aspects, including understanding best practices in document control, management, and security, as well as staying current with evolving standards and technologies in document management. Although ISO 17024 itself doesn't list specific skills for document management professionals, it underlines the importance of a structured approach to certifying competencies.

Like
Manuel Alejandro Aguirre

| Consultor en gestión documental | Arquitecto de soluciones tecnológicas documentales | Especialista en la Optimización y automatización de procesos |
Report contribution
ISO 17024 juega un papel crucial en la profesionalización y estandarización de la certificación de personas, asegurando que los procesos sean imparciales y transparentes. Al establecer criterios claros y globales, esta norma fomenta la confianza en las certificaciones otorgadas, tanto para empleadores como para profesionales. Además, su enfoque en la competencia y confidencialidad refuerza la credibilidad. Es esencial que los profesionales de la archivística y la gestión documental se preparen académicamente en instituciones avaladas, ya que esto garantiza una formación de calidad que cumple con los estándares exigidos por la industria, elevando así los estándares en diversos sectores y regiones.

Translated

Like

2 Benefits of ISO 17024 certification

By obtaining ISO 17024 certification, document management professionals can demonstrate their knowledge, skills, and abilities in their field of practice. They can also gain recognition and trust from their employers, clients, peers, and regulators, as well as enhance their career prospects and opportunities. Moreover, they can contribute to the improvement and harmonization of the document management standards and practices in their industry and domain. ISO 17024 certification can also help document management professionals to keep up with the latest trends and developments in their field and to maintain their competence through continuous learning and assessment.

Add your perspective

Marigona Krasniqi

Operations and ISO Compliance Consultant
Report contribution
In today's competitive environment, organizations seek standards to enhance operational efficiency and bolster stakeholder trust. ISO/IEC 17024 emerges as a frontrunner, offering numerous advantages. At its core, this standard champions operational efficiency through standardization and tech integration, ensuring streamlined and resource-efficient processes. Moreover, it aligns certifications with current job market demands, instilling confidence in professionals and assuring employers of the contemporary relevance of their talents. It requires assessments by independent accreditation entities, adding significant credibility to certification programs in a dense market.

Like
Lev Uzlaner

VP of Marketing & Business Development | Expertise in Digital Transformation, Sales Growth, and Strategic Leadership | Enterprise-Level P&L Management
Report contribution
ISO 17024 provides a global benchmark for competencies, ensuring recognition of a person's skills across industries and countries. This certification enhances professional credibility, making individuals more attractive to employers and clients who value standardized qualifications. It also encourages continuous learning and development, as maintaining the certification requires professionals to stay updated with the latest practices and technologies in document management. Additionally, ISO 17024 certification fosters a higher level of trust in professionals’ abilities to manage sensitive documents securely and efficiently, contributing to improved organizational compliance and risk management.

Like

3 Key skills and competencies for document management professionals

According to ISO 17024, the key skills and competencies for document management professionals can be divided into four categories: technical, functional, behavioral, and contextual. Technical skills and competencies refer to the specific knowledge and abilities related to the document management processes, systems, tools, and technologies. Functional skills and competencies refer to the general skills and abilities that enable document management professionals to perform their tasks effectively and efficiently, such as communication, collaboration, problem-solving, and project management. Behavioral skills and competencies refer to the personal attributes and attitudes that influence the performance and behavior of document management professionals, such as ethics, integrity, professionalism, and customer orientation. Contextual skills and competencies refer to the understanding and awareness of the relevant factors and conditions that affect the document management environment, such as the organizational culture, strategy, goals, policies, regulations, and stakeholder needs.

Add your perspective

Lev Uzlaner

VP of Marketing & Business Development | Expertise in Digital Transformation, Sales Growth, and Strategic Leadership | Enterprise-Level P&L Management
Report contribution
- Technical Proficiency: Master document management systems and relevant technologies. - Information Security: Secure documents and comply with data protection laws. - Organizational Skills: Efficiently categorize, tag, and archive documents. - Analytical Skills: Analyze and improve document workflows and processes. - Attention to Detail: Manage document versions and changes meticulously. - Communication Skills: Communicate document management policies effectively. - Project Management: Lead document management projects from start to finish. - Adaptability: Adapt to new technologies and evolving document management practices.

Like
Manuel Alejandro Aguirre

| Consultor en gestión documental | Arquitecto de soluciones tecnológicas documentales | Especialista en la Optimización y automatización de procesos |
Report contribution
Es fundamental reconocer que, en la gestión documental, la ética no es solo una competencia más, sino la base sobre la cual se construye la confianza en los procesos y sistemas que manejan información crítica. Según ISO 17024, mientras que las habilidades técnicas y funcionales son vitales para la eficiencia y efectividad en el trabajo, es la ética la que asegura que estas competencias se apliquen con integridad. La ética en la gestión documental implica no solo cumplir con regulaciones, sino también tomar decisiones que protejan la confidencialidad y los derechos de las partes involucradas. Sin una sólida orientación ética, el profesionalismo y la confiabilidad en este campo pueden verse seriamente comprometidos.

Translated

Like

4 How to obtain ISO 17024 certification

To obtain ISO 17024 certification, document management professionals need to follow the steps and requirements of the certification scheme that is relevant to their field and profession. Typically, this involves applying for the certification, meeting the eligibility criteria, preparing for the examination, taking the examination, receiving the certification, and maintaining the certification. The eligibility criteria may include education, training, experience, and references. The examination may consist of multiple-choice questions, case studies, scenarios, simulations, or practical tasks. The certification may have a validity period and require periodic recertification or renewal.

Add your perspective

5 How to prepare for ISO 17024 examination

To prepare for the ISO 17024 examination, document management professionals need to review the content and format of the examination, identify their strengths and weaknesses, and plan their study strategy. They can use various resources and methods to study for the examination, such as books, online courses, webinars, podcasts, blogs, forums, practice tests, study guides, flashcards, or study groups. They can also seek guidance and feedback from mentors, coaches, instructors, or peers who have already obtained the certification or have experience in the document management field. Additionally, they can practice their technical, functional, behavioral, and contextual skills and competencies in real or simulated document management scenarios and situations.

Add your perspective

Load more contributions

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

Add your perspective

Anayet Ahmed Rontu

Bsc in 𝐂𝐒𝐄 || 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐃𝐂-𝐌𝐑𝐓 𝐋𝐢𝐧𝐞-𝟓𝐍 || 𝓔x-𝐒𝐚𝐦𝐬𝐮𝐧𝐠 𝐂&𝐓 || 𝓔x-𝐌𝐑𝐓 𝐋𝐢𝐧𝐞-𝟔
Report contribution
ISO 17024 outlines four key areas for document management professionals: Technical: Expertise in document management systems, tools, and technologies. Functional: Communication, problem-solving, and project management skills. Behavioral: Ethics, integrity, professionalism, and customer focus. Contextual: Understanding of relevant standards, regulations, and industry practices.

Like
Manuel Alejandro Aguirre

| Consultor en gestión documental | Arquitecto de soluciones tecnológicas documentales | Especialista en la Optimización y automatización de procesos |
Report contribution
La gestión documental exige que los profesionales posean un conjunto robusto de habilidades y competencias para cumplir con los estándares de ISO 17024. Estas incluyen un profundo conocimiento de normativas y buenas prácticas, así como habilidades técnicas en el manejo de sistemas de gestión documental. Además, la capacidad para analizar y optimizar flujos de trabajo es esencial, junto con una comprensión clara de la seguridad y privacidad de la información. Las competencias en liderazgo y comunicación también son clave para implementar y mantener políticas eficaces de gestión documental en organizaciones de diversas índoles.

Translated

Like

What are the key skills and competencies for document management professionals according to ISO 17024?

1

2

3

4

5

6

1 ISO 17024 overview

2 Benefits of ISO 17024 certification

3 Key skills and competencies for document management professionals

4 How to obtain ISO 17024 certification

5 How to prepare for ISO 17024 examination

6 Here’s what else to consider

Document Management

Rate this article

Thanks for your feedback

More articles on Document Management

More relevant reading