Get in Touch

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

Number of participants


Price per participant

Testimonials (3)

Upcoming Courses

Related Categories