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 Duration 7 hours

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

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