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Course Outline
Overview of Filing and Records Management
- Varieties of filing structures (alphabetical, numerical, subject-based, geographic)
- Pros and cons of various systems
- The function of documentation within corporate entities
- Statutory and regulatory obligations
Establishing an Efficient Filing Structure
- Evaluating the specific requirements of the organization
- Selecting the most suitable filing methodology
- Standardizing naming protocols for files
- Options for filing cabinets and storage facilities
- Methods for labeling and indexing
Oversight of Active Records
- Recognizing currently active records
- Tactics for the administration of active records
- Formulating a records plan
- Executing and upholding the records plan
Digital Document Administration
- Introduction to Electronic Document Management Systems (EDMS)
- Advantages of digital filing methods
- Optimal procedures for scanning documentation
- Administration of digitized files
Records Lifecycle Administration
- Standards for document generation
- Integrating records into the management system
- Defining retention timelines
- Compliance with legal and regulatory retention requirements
- Secure and safe disposal of records
Confidentiality and Security
- Security measures for physical and digital records
- User permissions and access restrictions
- Insights into data protection legislation and rules
- Safeguarding compliance in documentation practices
Archival and Conservation Strategies
- Approaches for archiving records
- Long-term storage alternatives
- Preservation methods for physical documents
- Maintaining the durability of digital records
Application of Industry Best Practices
- Standard Operating Procedures (SOPs)
- Ongoing refinement of documentation workflows
Requirements
- No prior requirements needed
Target Audience
- Office managers
- Administrative support staff
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.