Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Fundamentals of Filing and Document Control
- Overview of filing system types (alphabetical, numerical, subject-based, and geographic)
- Pros and cons associated with each system
- The strategic role of documentation within organizations
- Key legal and regulatory obligations
Establishing an Efficient Filing Structure
- Evaluating specific organizational requirements
- Selecting the most suitable filing approach
- Standardizing naming conventions for files
- Selection of appropriate cabinets and storage infrastructure
- Effective labeling and indexing methods
Oversight of Active Records
- Recognition of active record sets
- Tactical approaches for managing active files
- Designing a comprehensive file plan
- Execution and ongoing maintenance of the file plan
Electronic Document Administration
- Introduction to Electronic Document Management Systems (EDMS)
- Advantages of digital filing methods
- Optimal practices for document scanning
- Administration of scanned file assets
Records Lifecycle Governance
- Standards for document creation
- Process for capturing records into the system
- Establishment of retention schedules
- Adherence to legal and regulatory standards for retention
- Secure and safe disposal of records
Data Security and Confidentiality
- Protection protocols for physical and digital records
- Management of access controls and user permissions
- Navigating data privacy laws and regulations
- Maintaining compliance in documentation workflows
Archiving and Long-term Preservation
- Strategies for archiving organizational records
- Solutions for long-term data storage
- Preservation techniques for physical files
- Ensuring the durability of electronic records
Adopting Best Practices
- Implementation of Standard Operating Procedures (SOPs)
- Strategies for continuous improvement in documentation processes
Requirements
- No prior experience or prerequisites are necessary
Target Audience
- Office managers
- Administrative assistants
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.