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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

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