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 Duration 7 hours

Course Outline

Introduction to Filing and Record Management

  • Various filing system types (alphabetical, numerical, subject-based, geographic)
  • Evaluating the pros and cons of different systems
  • The significance of documentation within an organisation
  • Statutory and regulatory obligations

Establishing an Efficient Filing System

  • Assessing the specific requirements of the organisation
  • Selecting the most suitable filing system
  • Establishing consistent file naming conventions
  • Different types of filing cabinets and storage options
  • Techniques for labelling and indexing

Handling Current Records

  • Recognising active or current records
  • Approaches for managing ongoing records
  • Developing a structured file plan
  • Executing and upholding the file plan

Digital Document Management

  • Overview of Electronic Document Management Systems (EDMS)
  • Advantages of digitised filing
  • Optimal practices for document scanning
  • Administration of scanned records

Records Lifecycle Oversight

  • Standards for document generation
  • Ingesting records into the management system
  • Defining retention periods
  • Adhering to legal and regulatory standards for record retention
  • Safe and secure destruction or disposal of records

Confidentiality and Security

  • Security measures for both physical and digital records
  • Managing access rights and user permissions
  • Navigating data privacy legislation and regulations
  • Maintaining compliance in documentation procedures

Archiving and Long-Term Preservation

  • Approaches for archiving information
  • Solutions for long-term storage
  • Preservation methods for physical records
  • Ensuring the durability and accessibility of digital records

Applying Best Practices

  • Standard Operating Procedures (SOPs)
  • Foster continuous improvement in documentation workflows

Requirements

  • No prior experience or prerequisites are necessary

Intended Audience

  • Office managers
  • Administrative support staff

Number of participants


Price per participant

Testimonials (3)

Provisional Upcoming Courses (Require 5+ participants)

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