Filing Techniques and Documentation Management Training Course
Records administration involves the structured oversight of documents throughout their entire lifecycle, spanning from their initial creation or receipt, through processing, distribution, and active use, all the way to their final disposal.
This live, instructor-led course, available either online or in-person, is designed for entry-level office managers seeking to acquire essential knowledge and skills in filing methods and records administration.
Upon completion of this training, participants will be equipped to:
- Grasp the core principles behind efficient filing systems.
- Master techniques for overseeing and regulating both physical and digital documents.
- Build competencies in generating, upholding, and archiving records.
- Implement optimal records administration practices to enhance overall organizational productivity.
Course Structure
- Engaging lectures coupled with open discussions.
- Extensive practice sessions and exercises.
- Practical application within a live-lab setting.
Customization Options
- To explore bespoke training options for this module, please reach out to us to discuss arrangements.
Course Outline
Introduction to Filing and Records Administration
- Varieties of filing systems (alphabetical, numerical, subject-based, geographic)
- Merits and drawbacks of various system approaches
- The function of documentation within organizational structures
- Statutory and regulatory obligations
Establishing an Efficient Filing Framework
- Evaluating specific organizational requirements
- Selecting the most suitable filing system
- Defining consistent file naming standards
- Categories of filing cabinets and storage mechanisms
- Strategies for labeling and indexing
Overseeing Active Records
- Recognizing records with current activity
- Tactics for managing ongoing records
- Drafting a comprehensive file plan
- Executing and sustaining the file plan
Digital Records Management
- Overview of Electronic Document Management Systems (EDMS)
- Advantages of digitizing filings
- Optimal methods for document scanning
- Handling of digitized records
Records Lifecycle Oversight
- Standards for document creation
- Incorporating records into the system
- Establishing retention timelines
- Regulatory and legal adherence for record retention
- Safe and compliant disposal of records
Security and Confidentiality
- Security measures for both physical and digital records
- Regulation of access and user permissions
- Insight into data privacy statutes and regulations
- Maintaining compliance within documentation workflows
Archiving and Long-Term Preservation
- Techniques for archiving records
- Strategies for long-term storage
- Conservation methods for physical documents
- Ensuring the durability of digital records
Executing Optimal Practices
- Standard operating procedures (SOPs)
- Continuous refinement of documentation processes
Requirements
- No prior requirements
Target Audience
- Office managers
- Administrative support staff
Need help picking the right course?
southafrica@nobleprog.co.za or +27 (0)10 005 5793
Filing Techniques and Documentation Management Training Course - Enquiry
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.
Keitumetse Sinah Ramokoka
Course - Filing Techniques and Documentation Management
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