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Duration 7 hours
Course Outline
Introduction to Filing and Document Control
- Various types of filing systems (alphabetical, numerical, subject-based, geographic)
- Benefits and limitations associated with each system
- The significance of documentation within an organization
- Key legal and regulatory obligations
Establishing an Effective Filing System
- Evaluating the specific needs of the organization
- Selecting the most suitable filing system
- Standardizing naming conventions for files
- Options for filing cabinets and storage solutions
- Techniques for labeling and indexing
Handling Active Records
- Recognizing active records
- Strategies for managing current files
- Formulating a file plan
- Implementing and upholding the file plan
Electronic Document Management
- Overview of electronic document management systems (EDMS)
- Advantages of digital filing
- Best practices for scanning documents
- Organizing and managing scanned files
Records Lifecycle Management
- Standards for document creation
- Integrating records into the system
- Defining retention schedules
- Ensuring legal and regulatory compliance for record retention
- Safe and secure methods for disposing of records
Security and Confidentiality
- Security measures for both physical and electronic records
- Managing access controls and user permissions
- Understanding data privacy laws and regulations
- Maintaining compliance in documentation practices
Archiving and Preservation
- Approaches to archiving records
- Long-term storage options
- Preservation techniques for physical files
- Safeguarding the longevity of electronic records
Applying Best Practices
- Developing standard operating procedures (SOPs)
- Driving continuous improvement in documentation workflows
Requirements
- No prior experience or prerequisites are necessary
Target Audience
- Office managers
- Administrative assistants
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1600 € + VAT*
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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.