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 Duration 7 hours

Course Outline

Overview of Filing and Documentation Management

  • Variations of filing systems (alphabetical, numerical, subject-based, geographic)
  • Pros and cons of various system structures
  • The impact of documentation on organizational operations
  • Compliance with legal and regulatory standards

Establishing a Robust Filing System

  • Evaluating organizational requirements
  • Selecting the most suitable filing framework
  • Standardizing naming conventions for files
  • Cabinet types and storage infrastructure
  • Effective labeling and indexing methods

Managing Current Records

  • Recognizing active records
  • Tactics for administering current records
  • Formulating a file plan
  • Executing and sustaining the file plan

Electronic Document Control

  • Introduction to Electronic Document Management Systems (EDMS)
  • Advantages of adopting digital filing
  • Optimal practices for document scanning
  • Oversight of scanned files

Record Lifecycle Oversight

  • Standards for document generation
  • Integrating records into the system
  • Defining retention periods
  • Ensuring regulatory compliance for record retention
  • Secure and safe disposal of records

Security and Confidentiality Measures

  • Security protocols for both physical and digital records
  • Managing access rights and user permissions
  • Insight into data privacy laws and regulations
  • Guaranteeing compliance in documentation workflows

Archiving and Long-Term Preservation

  • Techniques for archiving records
  • Strategies for long-term storage
  • Preservation methods for physical archives
  • Ensuring the durability of electronic records

Application of Best Practices

  • Standard Operating Procedures (SOPs)
  • Continuous refinement of documentation processes

Requirements

  • No prior requirements needed

Target Audience

  • Office managers
  • Administrative assistants

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