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Duration 7 hours
Course Outline
Introduction to Filing and Documentation Management
- Varieties of filing systems (alphabetical, numerical, subject-based, and geographic)
- Pros and cons of various filing methods
- The importance of documentation in organizational operations
- Legal and regulatory obligations
Establishing an Efficient Filing System
- Evaluating organizational requirements
- Selecting the most suitable filing system
- Standardizing file naming conventions
- Options for filing cabinets and storage solutions
- Methods for labeling and indexing
Managing Active Records
- Identification of active records
- Strategies for overseeing active records
- Formulating a file plan
- Implementing and sustaining the file plan
Electronic Document Management
- Overview of electronic document management systems (EDMS)
- Advantages of digital filing
- Best practices for document scanning
- Management of scanned documents
Records Lifecycle Management
- Standards for document creation
- Capturing records into the system
- Defining retention schedules
- Compliance with legal and regulatory standards for record retention
- Safe and secure disposal of records
Security and Confidentiality
- Security protocols for both physical and electronic records
- Access controls and user permission settings
- Insights into data privacy laws and regulations
- Maintaining compliance in documentation practices
Archiving and Preservation
- Techniques for archiving records
- Long-term storage solutions
- Conservation methods for physical records
- Safeguarding the longevity of electronic records
Implementing Best Practices
- Standard operating procedures (SOPs)
- Continuous improvement of documentation processes
Requirements
- No prior experience or prerequisites are required.
Target Audience
- Office managers
- Administrative assistants
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.