Filing Techniques and Documentation Management Training Course
Records administration involves the organized oversight of files and data throughout their entire lifecycle, spanning from their initial generation or receipt, through processing and distribution, to their final disposal.
This live, instructor-led program, available online or in person, is tailored for entry-level office administrators seeking to develop proficiency in filing strategies and records management.
Upon completion of this training, participants will be equipped to:
- Comprehend the core principles of efficient filing systems.
- Acquire methods for handling and regulating both physical and digital documentation.
- Cultivate the ability to create, sustain, and archive records effectively.
- Integrate best practices in records management to enhance organizational productivity.
Course Delivery
- Engaging lectures and group discussions.
- Extensive practical exercises and drills.
- Real-world application within a live-lab setting.
Customization Options
- For bespoke training tailored to this curriculum, please reach out to us to schedule.
Course Outline
Overview of Filing and Records Administration
- Categories of filing systems (alphabetical, numerical, subject-based, geographic)
- Pros and cons associated with various systems
- The function of documentation within organizations
- Statutory and regulatory obligations
Establishing an Efficient Filing System
- Evaluating organizational requirements
- Selecting the most suitable filing system
- Standardizing file naming protocols
- Varieties of filing cabinets and storage options
- Methods for labeling and indexing
Handling Active Records
- Recognizing active records
- Tactics for overseeing active records
- Formulating a file plan
- Executing and upholding the file plan
Digital Document Management
- Introduction to electronic document management systems (EDMS)
- Advantages of digital filing
- Optimal procedures for scanning documents
- Oversight of scanned documents
Records Lifecycle Administration
- Standards for document creation
- Ingesting records into the system
- Defining retention timelines
- Compliance with legal and regulatory retention mandates
- Secure and safe disposal of records
Security and Confidentiality
- Security measures for physical and electronic records
- Access restrictions and user privileges
- Navigating data privacy statutes and rules
- Guaranteeing adherence to documentation standards
Archiving and Long-Term Preservation
- Techniques for archiving records
- Sustainable long-term storage solutions
- Preservation methods for physical records
- Safeguarding the durability of electronic records
Adopting Best Practices
- Standard operating procedures (SOPs)
- Ongoing refinement of documentation workflows
Requirements
- No prior experience or requirements
Target Audience
- Office managers
- Administrative assistants
Open Training Courses require 5+ participants.
Filing Techniques and Documentation Management Training Course - Booking
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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.
Keitumetse Sinah Ramokoka
Course - Filing Techniques and Documentation Management
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