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
Foundations of Filing and Documentation Oversight
- Various filing structures (alphabetical, numerical, topic-based, geographical)
- Key benefits and limitations of each system
- The strategic function of documentation within corporate entities
- Statutory and regulatory obligations
Establishing a High-Performance Filing Framework
- Evaluating specific organizational requirements
- Selecting the most suitable filing methodology
- Establishing uniform file naming standards
- Selection of storage units and cabinet types
- Advanced labeling and indexing methods
Oversight of Current Records
- Recognition of active documentation
- Tactical approaches for managing ongoing records
- Designing a comprehensive file plan
- Execution and continuous maintenance of the file plan
Digital Document Administration
- Overview of electronic document management systems (EDMS)
- Advantages of adopting digital filing processes
- Optimal methods for document digitization
- Management of scanned digital files
Governing the Records Life Cycle
- Standards for generating documentation
- Integrating records into the central system
- Defining retention timelines
- Regulatory adherence regarding record storage
- Secure and compliant disposal of obsolete records
Information Security and Privacy
- Protective measures for both physical and digital archives
- Regulation of access rights and user privileges
- Navigating data privacy statutes and compliance frameworks
- Maintaining adherence to documentation regulations
Long-Term Archiving and Preservation
- Strategies for long-term record storage
- Solutions for extended data retention
- Preservation techniques for physical documents
- Sustaining the integrity of electronic records over time
Applying Optimal Operational Standards
- Defining Standard Operating Procedures (SOPs)
- Pursuing ongoing refinement of documentation workflows
Requirements
- No prior requirements are necessary
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.