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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
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.