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Course Outline
Introduction to Filing and Records Management
- Categories of filing systems (alphabetical, numerical, subject-based, geographic)
- Pros and cons of various system types
- The function 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 conventions
- Types of filing cabinets and storage solutions
- Labeling and indexing methods
Overseeing Active Records
- Identifying active records
- Strategies for managing active records
- Developing a file plan
- Executing and sustaining the file plan
Digital Document Management
- Overview of Electronic Document Management Systems (EDMS)
- Advantages of digital filing
- Best practices for document scanning
- Handling scanned documents
Records Lifecycle Governance
- Standards for document creation
- Integrating records into the system
- Defining retention schedules
- Legal and regulatory compliance for record retention
- Safe and secure disposal of records
Security and Confidentiality
- Security protocols for physical and digital records
- Access controls and user permissions
- Navigating data privacy laws and regulations
- Maintaining compliance in documentation practices
Archiving and Preservation
- Techniques for archiving records
- Long-term storage strategies
- Conservation methods for physical records
- Ensuring the longevity of electronic records
Adopting Best Practices
- Standard operating procedures (SOPs)
- Continuous improvement of documentation processes
Requirements
- No prior requirements needed
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.