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Duration 7 hours
Course Outline
Foundations of Filing and Records Administration
- Variations of filing systems (alphabetical, numeric, subject-based, geographic)
- Pros and cons associated with distinct system types
- The significance of documentation within corporate structures
- Statutory and regulatory obligations
Establishing a Robust Filing Framework
- Evaluating specific organizational requirements
- Selecting the most suitable filing methodology
- Standardizing protocols for file naming
- Options for filing cabinets and storage infrastructure
- Techniques for labeling and indexing
Oversight of Active Records
- Recognizing files classified as active records
- Tactical approaches for handling active documentation
- Formulating a structured file plan
- Execution and continuous maintenance of the file plan
Digital Document Governance
- Overview of Electronic Document Management Systems (EDMS)
- Advantages of transitioning to digital filing
- Optimal workflows for scanning physical documents
- Administration of scanned digital files
Records Lifecycle Governance
- Guidelines for document creation
- Process for ingesting records into the system
- Defining retention timelines
- Adhering to legal and regulatory standards for record retention
- Secure and compliant disposal of obsolete records
Data Security and Privacy
- Security measures for both physical and electronic assets
- Management of access rights and user permissions
- Navigating data privacy statutes and regulations
- Maintaining regulatory compliance in documentation workflows
Archiving and Long-term Preservation
- Approaches for archiving records effectively
- Solutions for long-term data storage
- Conservation methods for physical media
- Safeguarding the durability of electronic records
Adopting Industry Best Practices
- Standard Operating Procedures (SOPs)
- Pursuing continuous improvement in documentation workflows
Requirements
- No prior requirements necessary
Target Audience
- Office managers
- Administrative support staff
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.