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Duration 7 hours
Course Outline
Foundations of Filing and Records Administration
- Categories of filing systems (alphabetical, numerical, by subject, geographic)
- Pros and cons associated with various systems
- The significance of documentation within corporate structures
- Statutory and regulatory obligations
Establishing an Efficient Filing Structure
- Evaluating specific organizational requirements
- Selecting the most suitable filing framework
- Standardizing protocols for file naming
- Options for filing cabinets and storage media
- Methods for labeling and index creation
Handling Active Records
- Recognizing current active files
- Approaches for overseeing active documentation
- Formulating a comprehensive file plan
- Executing and upholding the established file plan
Digital Document Administration
- Overview of Electronic Document Management Systems (EDMS)
- Advantages of digitizing filing processes
- Optimal procedures for scanning documents
- Oversight of scanned file collections
Governing the Records Lifecycle
- Norms for document generation
- Integrating records into the system
- Defining retention timelines
- Meeting legal and regulatory standards for record retention
- Ensuring safe and secure final disposition
Protecting Security and Confidentiality
- Security measures for both physical and digital archives
- Regulating access rights and user permissions
- Interpreting data privacy legislation and regulations
- Maintaining compliance within documentation workflows
Archival and Long-Term Preservation
- Strategies for archiving records
- Solutions for extended storage
- Preservation methods for physical media
- Safeguarding the integrity of electronic records over time
Applying Industry Best Practices
- Standard operating procedures (SOPs)
- Fostering continuous improvement in documentation workflows
Requirements
- No prior experience required
Target Audience
- Office managers
- Administrative assistants
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.