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Course Outline
Foundations of Filing and Records Administration
- Varieties of filing systems (alphabetical, numerical, subject-based, and geographic)
- Pros and cons associated with different system types
- The significance of documentation within organizational structures
- Statutory and regulatory obligations
Establishing an Efficient Filing Structure
- Evaluating specific organizational requirements
- Selecting the most suitable filing methodology
- Standardizing protocols for file naming
- Overview of filing cabinets and storage alternatives
- Methods for labeling and indexing
Overseeing Active Files
- Identifying which records are currently active
- Tactics for effective management of active files
- Formulating a comprehensive file plan
- Executing and upholding the established file plan
Digital Document Management
- Overview of Electronic Document Management Systems (EDMS)
- Advantages associated with digital filing
- Optimal procedures for document scanning
- Administration of scanned digital files
Records Lifecycle Oversight
- Standards for document creation
- Integrating records into the system
- Defining retention periods
- Regulatory and legal compliance regarding record retention
- Secure and proper disposal of obsolete records
Data Security and Privacy
- Protocols for securing both physical and digital records
- Regulation of access and user permissions
- Navigating data privacy statutes and regulations
- Maintaining compliance in documentation workflows
Archiving and Preservation Strategies
- Techniques for archiving records
- Solutions for long-term storage
- Conservation methods for physical documents
- Safeguarding the longevity of electronic records
Adopting Industry Best Practices
- Standard Operating Procedures (SOPs)
- Driving continuous improvement in documentation workflows
Requirements
- No prior requirements are necessary
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.