Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Overview of Filing and Documentation Management
- Classification methods for filing systems, including alphabetical, numerical, subject-based, and geographic approaches
- Evaluation of the benefits and limitations associated with various system configurations
- The function of documentation within organizational structures
- Adherence to applicable legal frameworks and regulatory mandates
Establishing an Efficient Filing System
- Evaluating specific organizational requirements
- Selecting the most suitable filing methodology
- Standardizing protocols for file naming conventions
- Selection of appropriate storage infrastructure, including filing cabinets and digital archives
- Application of labeling and indexing procedures
Administration of Active Records
- Identification criteria for active records
- Operational strategies for managing active documentation
- Development of a comprehensive file plan
- Execution and ongoing maintenance of the file plan
Electronic Document Management
- Overview of Electronic Document Management Systems (EDMS)
- Advantages of transitioning to digital filing processes
- Optimal procedures for document digitization and scanning
- Administration of scanned digital assets
Lifecycle Management of Records
- Standards for the creation of documentation
- Procedures for entering records into the management system
- Determination of retention schedules
- Compliance with legal and regulatory requirements regarding record retention
- Secure and lawful disposal or destruction of records
Security and Confidentiality
- Security measures for both physical and electronic record holdings
- Management of access controls and user authorization levels
- Comprehension of data privacy statutes and regulations, including those relevant for government operations
- Maintenance of compliance within documentation workflows
Archiving and Preservation
- Techniques for the archival of records
- Solutions for long-term storage
- Conservation methods for physical documents
- Strategies to ensure the accessibility and integrity of electronic records over time
Implementation of Best Practices
- Development of Standard Operating Procedures (SOPs)
- Ongoing enhancement of documentation processes
Summary and Future Directions
Requirements
- No prior qualifications are necessary
Intended Audience
- Office administrators
- Clerical support staff
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.