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Course Outline
Introduction to Filing and Documentation Management
- Overview of filing system types (alphabetical, numerical, subject, geographic).
- Evaluation of the advantages and limitations of various systems.
- The strategic role of documentation within organizations.
- Understanding legal and regulatory requirements.
Setting Up an Effective Filing System
- Assessing specific organizational needs.
- Selecting the most suitable filing system.
- Standardizing file naming conventions.
- Reviewing types of filing cabinets and storage solutions.
- Applying effective labeling and indexing techniques.
Managing Active Records
- Identifying which records are currently active.
- Strategies for the efficient management of active records.
- Developing a comprehensive file plan.
- Implementing and maintaining the established file plan.
Electronic Document Management
- Introduction to electronic document management systems (EDMS).
- Exploring the benefits of digital filing.
- Best practices for scanning documents.
- Techniques for managing scanned documents.
Records Lifecycle Management
- Standards for document creation.
- Processes for capturing records into the system.
- Establishing retention schedules.
- Ensuring legal and regulatory compliance for record retention.
- Safe and secure methods for record disposition.
Security and Confidentiality
- Security protocols for both physical and electronic records.
- Implementation of access controls and user permissions.
- Understanding data privacy laws and regulations.
- Maintaining compliance in documentation practices.
Archiving and Preservation
- Various methods for archiving records.
- Long-term storage solutions.
- Conservation techniques for physical records.
- Ensuring the longevity and integrity of electronic records.
Implementing Best Practices
- Developing standard operating procedures (SOPs).
- Driving continuous improvement in documentation processes.
Requirements
- No prior experience or prerequisites are required.
Target Audience
- Office managers
- Administrative assistants
7 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1300 € + VAT*
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Testimonials (3)
I was able to see immediately where I was filling incorrect and will definitely improve my filling.
Tsholofelo Ntshana-Phasha - Problast bs (pty) ltd
Course - Filing Techniques and Documentation Management
Naming of folders to ensure consistency and structure
Esther Xalabile - Problast bs (pty) ltd
Course - Filing Techniques and Documentation Management
its practical and knowledgeable.