Get in Touch

Course Outline

Basics of Filing and Documentation Management

  • Various types of filing systems (alphabetical, numerical, subject-based, geographic)
  • Pros and cons associated with different systems
  • The significance of documentation within an organization
  • Legal and regulatory obligations

Establishing an Efficient Filing System

  • Evaluating organizational requirements
  • Selecting the most suitable filing system
  • Standardizing file naming protocols
  • Options for filing cabinets and storage solutions
  • Methods for labeling and indexing

Handling Active Records

  • Recognizing active records
  • Approaches to managing active records
  • Formulating a file plan
  • Executing and upholding the file plan

Digital Document Management

  • Overview of electronic document management systems (EDMS)
  • Advantages of digital filing
  • Optimal methods for scanning documents
  • Administration of scanned files

Managing the Records Lifecycle

  • Standards for document creation
  • Integrating records into the system
  • Defining retention periods
  • Legal and regulatory adherence for record retention
  • Secure and safe disposal of records

Security and Confidentiality Protocols

  • Security measures for both physical and electronic records
  • Managing access controls and user privileges
  • Navigating data privacy laws and regulations
  • Maintaining compliance in documentation procedures

Archiving and Long-term Preservation

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

Applying Best Practices

  • Standard operating procedures (SOPs)
  • Continuous enhancement of documentation workflows

Requirements

  • No prior experience necessary

Target Audience

  • Office managers
  • Administrative support staff
 7 Hours

Number of participants


Price per participant

Testimonials (3)

Upcoming Courses

Related Categories