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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)
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.