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Course Outline

Introduction to Filing and Documentation Management

  • Types of filing systems (alphabetical, numerical, subject, geographic).
  • Advantages and disadvantages of different systems.
  • The role of documentation in organisations.
  • Legal and regulatory requirements.

Establishing an Effective Filing System

  • Assessing organisational needs.
  • Choosing the appropriate filing system.
  • Standardising 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 are required.

Audience

  • Office managers.
  • Administrative assistants.
 7 Hours

Testimonials (3)

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