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.
Duration 7 hours
Course Outline
Introduction to Filing and Documentation Management
- Exploration of various filing system types, including alphabetical, numerical, subject-based, and geographic classifications
- An analysis of the strengths and limitations associated with each system
- The critical function of documentation within organizational structures
- Key legal and regulatory frameworks governing documentation
Establishing an Effective Filing System
- Evaluating specific organizational requirements
- Selecting the most suitable filing methodology
- Implementing consistent file naming standards
- Reviewing available filing cabinet options and storage solutions
- Techniques for effective labeling and indexing
Overseeing Active Records
- Identifying which records remain active
- Strategies for efficient active record administration
- Designing a comprehensive file plan
- Executing and sustaining the established file plan
Electronic Document Management
- Foundations of Electronic Document Management Systems (EDMS)
- The operational advantages of digital filing
- Best practices for the scanning process
- Managing and organizing scanned documents
Records Lifecycle Management
- Standards for document creation
- Procedures for capturing records into the system
- Defining retention schedules
- Ensuring adherence to legal and regulatory retention rules
- Safe and secure methods for record disposition
Security and Confidentiality
- Security protocols for both physical and electronic records
- Implementing access controls and user permissions
- Navigating data privacy laws and regulations
- Maintaining compliance in all documentation practices
Archiving and Preservation
- Various methods for archiving records
- Solutions for long-term storage
- Conservation techniques applied to physical records
- Safeguarding the longevity of electronic records
Adopting Best Practices
- Development of Standard Operating Procedures (SOPs)
- Strategies for continuous improvement in documentation workflows
Requirements
- No prior experience is necessary.
Intended 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.