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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
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.