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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

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Provisional Upcoming Courses (Require 5+ participants)

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