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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
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.