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Course Outline
Foundations of Filing and Documentation
- Classifications of filing systems (alphabetical, numerical, thematic, geographic)
- Pros and cons associated with various systems
- The function of documentation within an organization
- Statutory and regulatory obligations
Establishing a Robust Filing Framework
- Evaluating specific organizational requirements
- Selecting the most suitable filing approach
- Standardizing file naming protocols
- Varieties of filing cabinets and storage mechanisms
- Methods for labeling and indexing
Oversight of Active Records
- Recognition of active documentation
- Strategies for handling ongoing records
- Formulation of a file plan
- Execution and upkeep of the file plan
Digital Document Administration
- Overview of electronic document management systems (EDMS)
- Advantages of digitized filing
- Optimal practices for document scanning
- Administration of scanned files
Lifecycle Governance of Records
- Standards for document generation
- Integrating records into the system
- Defining retention periods
- Regulatory compliance regarding record retention
- Secure and compliant disposal of records
Protection of Security and Privacy
- Security measures for physical and digital assets
- Management of access rights and user permissions
- Interpretation of data privacy legislation
- Safeguarding compliance within documentation workflows
Long-term Archiving and Preservation
- Techniques for record archiving
- Solutions for extended storage
- Preservation methods for physical materials
- Maintaining the integrity of electronic records over time
Application of Best Practices
- Standard operating procedures (SOPs)
- Ongoing enhancement of documentation processes
Requirements
- No prior requirements
Target Audience
- Office managers
- Administrative 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.