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Duration 7 hours
Course Outline
Fundamentals of Filing and Documentation Governance
- Variations in filing structures (alphabetical, numerical, subject-based, geographic)
- Pros and cons associated with different filing approaches
- The strategic role of documentation within an organization
- Applicable legal and regulatory standards
Establishing an Efficient Filing Framework
- Evaluating the specific requirements of the organization
- Selecting the most suitable filing structure
- Defining consistent file naming standards
- Overview of filing cabinets and various storage options
- Techniques for labeling and creating indexes
Overseeing Active Records
- Recognizing which records are considered active
- Tactics for managing active records effectively
- Formulating a comprehensive file plan
- Executing and sustaining the established file plan
Digital Document Governance
- Overview of electronic document management systems (EDMS)
- Advantages of transitioning to digital filing
- Optimal methods for scanning physical documents
- Governing the flow of scanned documents
Governing the Records Lifecycle
- Standards for creating documentation
- Integrating new records into the system
- Defining retention schedules
- Ensuring legal and regulatory adherence regarding record retention
- Secure and safe methods for disposing of records
Data Security and Confidentiality
- Protocols for securing both physical and electronic records
- Managing access rights and user permissions
- Navigating data privacy legislation and regulations
- Guaranteeing compliance in all documentation practices
Archiving and Long-term Preservation
- Techniques for archiving records
- Solutions for long-term storage
- Conservation methods for physical records
- Maintaining the integrity and longevity of electronic records
Adopting Best Practices
- Standard Operating Procedures (SOPs)
- Strategies for continuous improvement in documentation workflows
Requirements
- No prior experience or prerequisites are necessary.
Target Audience
- Office administrators
- 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.