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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.
Investment

Price per private group, online live training, starting from 1600 € + VAT*

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