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Duration 7 hours
Course Outline
Overview of Filing and Records Management
- Various filing system types (alphabetical, numerical, subject-based, geographic)
- Pros and cons associated with different systems
- The significance of documentation within corporate settings
- Legal and regulatory obligations
Establishing a Functional Filing System
- Evaluating specific organizational requirements
- Selecting the most suitable filing approach
- Standardizing file naming protocols
- Selection of filing cabinets and storage solutions
- Techniques for labeling and indexing
Oversight of Active Records
- Identification of current active records
- Tactics for effective active record management
- Formulation of a comprehensive file plan
- Execution and ongoing maintenance of the file plan
Digital Document Administration
- Introduction to Electronic Document Management Systems (EDMS)
- Advantages of transitioning to digital filing
- Optimal procedures for document scanning
- Administration of scanned files
Records Lifecycle Governance
- Standards for document creation
- Process for integrating records into the system
- Establishing retention schedules
- Compliance with legal and regulatory record retention rules
- Secure and safe disposal of obsolete records
Security and Data Privacy
- Protocols for securing physical and digital records
- Management of access controls and user permissions
- Insight into data privacy legislation and regulations
- Maintaining compliance in documentation workflows
Archiving and Long-Term Preservation
- Techniques for archiving records
- Solutions for long-term data storage
- Conservation methods for physical records
- Strategies to ensure the longevity of electronic records
Adopting Industry Best Practices
- Development of Standard Operating Procedures (SOPs)
- Pursuing continuous improvement in documentation processes
Requirements
- No prior experience or prerequisites are necessary.
Target Audience
- Office managers
- Administrative assistants
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.