Get in Touch
 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

Number of participants


Price per participant

Testimonials (3)

Upcoming Courses

Related Categories