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Course Outline
Introduction to Filing and Records Administration
- Various filing system types (alphabetical, numerical, subject-based, and geographic)
- Pros and cons associated with different systems
- The function of documentation within organisational contexts
- Statutory and regulatory obligations
Establishing an Efficient Filing System
- Evaluating organisational requirements
- Selecting the most suitable filing structure
- Standardising file naming conventions
- Different types of filing cabinets and storage options
- Labelling and indexing methodologies
Managing Current Records
- Recognising active records
- Strategies for the governance of active records
- Developing a file plan
- Rolling out and sustaining the file plan
Digital Document Management
- Overview of electronic document management systems (EDMS)
- Advantages of digital filing
- Best practices for scanning documents
- Managing scanned files
Records Lifecycle Governance
- Standards for document creation
- Capturing records into the system
- Defining retention schedules
- Statutory and regulatory compliance regarding record retention
- Safe and secure disposal of records
Security and Privacy
- Security protocols for physical and digital records
- Access controls and user permissions
- Understanding data privacy legislation and regulations
- Maintaining compliance in documentation workflows
Archiving and Preservation
- Methods for archiving records
- Long-term storage solutions
- Conservation techniques for physical records
- Safeguarding the longevity of electronic records
Adopting Best Practices
- Standard operating procedures (SOPs)
- Continuous improvement of documentation processes
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.