Course Outline
Introduction to Filing and Documentation Management
- Types of filing systems (alphabetical, numerical, subject, geographic)
- Advantages and disadvantages of different systems
- Role of documentation in organizations
- Legal and regulatory requirements
Setting Up an Effective Filing System
- Assessing organizational needs
- Choosing the appropriate filing system
- Standardizing file naming conventions
- Types of filing cabinets and storage solutions
- Labeling and indexing techniques
Managing Active Records
- Identifying active records
- Strategies for managing active records
- Creating a file plan
- Implementing and maintaining the file plan
Electronic Document Management
- Introduction to electronic document management systems (EDMS)
- Benefits of digital filing
- Best practices for scanning documents
- Managing scanned documents
Records Lifecycle Management
- Document creation standards
- Capturing records into the system
- Setting retention schedules
- Legal and regulatory compliance for record retention
- Safe and secure disposition of records
Security and Confidentiality
- Security protocols for physical and electronic records
- Access controls and user permissions
- Understanding data privacy laws and regulations
- Ensuring compliance in documentation practices
Archiving and Preservation
- Methods for archiving records
- Long-term storage solutions
- Conservation techniques for physical records
- Ensuring the longevity of electronic records
Implementing Best Practices
- Standard operating procedures (SOPs)
- Continuous improvement in documentation processes
Summary and Next Steps
Requirements
- No prerequisites required
Audience
- Office managers
- Administrative assistants
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 1600 € + VAT*
Contact us for an exact quote and to hear our latest promotions
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.