Filing Techniques and Documentation Management Training Course
Documentation management involves the systematic oversight of records and documents across their entire lifecycle—spanning creation or intake, processing, distribution, utilization, and final disposition.
This live, instructor-led training session (available online or onsite) is designed for entry-level office managers seeking to acquire essential knowledge and competencies in filing techniques and documentation management.
Upon completing this training, participants will be equipped to:
- Grasp the core principles behind effective filing systems.
- Master techniques for governing and controlling both physical and digital documents.
- Cultivate proficiency in generating, maintaining, and archiving records.
- Implement best practices in documentation management to enhance overall organizational efficiency.
Course Format
- Engaging lectures complemented by open discussions.
- Extensive exercises and practical drills.
- Hands-on implementation within a live-lab environment.
Customization Options
- For tailored training solutions based on this curriculum, please reach out to us to make arrangements.
Course Outline
Introduction to Filing and Documentation Management
- Various filing system models (alphabetical, numerical, subject-based, geographic)
- Pros and cons of different system approaches
- The function of documentation within an organization
- Legal and regulatory obligations
Establishing an Effective Filing System
- Evaluating organizational requirements
- Selecting the most suitable filing system
- Standardizing file naming conventions
- Options for filing cabinets and storage solutions
- Techniques for labeling and indexing
Managing Active Records
- Recognizing active records
- Strategies for overseeing active files
- Designing a file plan
- Executing and upholding the file plan
Electronic Document Management
- Overview of electronic document management systems (EDMS)
- Advantages of digital filing
- Best practices for document scanning
- Managing scanned documents effectively
Records Lifecycle Management
- Standards for document creation
- Integrating records into the system
- Defining retention schedules
- Legal and regulatory compliance regarding record retention
- Secure and safe record disposition
Security and Confidentiality
- Security protocols for physical and digital records
- Access controls and user permissions
- Understanding data privacy legislation and regulations
- Maintaining compliance in documentation workflows
Archiving and Preservation
- Methods for archiving records
- Long-term storage strategies
- Preservation techniques for physical records
- Ensuring the longevity of electronic records
Implementing Best Practices
- Standard operating procedures (SOPs)
- Continuous improvement of documentation processes
Requirements
- No prior requirements necessary
Target Audience
- Office managers
- Administrative assistants
Open Training Courses require 5+ participants.
Filing Techniques and Documentation Management Training Course - Booking
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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.
Keitumetse Sinah Ramokoka
Course - Filing Techniques and Documentation Management
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