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Duration 7 hours
Course Outline
Fundamentals of Filing and Records Administration
- Overview of filing system types (alphabetical, numerical, subject-based, geographic)
- Evaluation of strengths and limitations of various systems
- The strategic role of documentation within an organization
- Essential legal and regulatory frameworks
Establishing a High-Performance Filing Structure
- Analyzing specific organizational requirements
- Selecting the most suitable filing methodology
- Standardizing file naming protocols
- Options for filing cabinets and storage infrastructure
- Effective labeling and indexing strategies
Overseeing Active Records
- Identifying and classifying active records
- Tactical approaches to managing current files
- Designing a comprehensive file plan
- Execution and ongoing maintenance of the file plan
Digital Document Management
- Introduction to Electronic Document Management Systems (EDMS)
- Advantages of transitioning to digital filing
- Optimal practices for document scanning
- Organizing and managing digitized files
Lifecycle Management of Records
- Establishing standards for document creation
- Processes for capturing and indexing records
- Defining retention policies and schedules
- Ensuring adherence to legal retention requirements
- Secure and compliant disposal methods
Data Security and Privacy
- Protective protocols for both physical and digital assets
- Implementing access controls and user permissions
- Navigating data privacy laws and regulations
- Maintaining compliance in documentation workflows
Long-Term Archiving and Preservation
- Strategies for efficient record archiving
- Solutions for long-term data storage
- Conservation methods for physical documents
- Safeguarding the integrity of electronic records over time
Applying Industry Best Practices
- Developing Standard Operating Procedures (SOPs)
- Driving continuous improvement in documentation processes
Requirements
- No prior experience or prerequisites are necessary
Target Audience
- Office managers
- Administrative support staff
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.