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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
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.