Get in Touch

Course Outline

Foundations of Filing and Records Administration

  • Classification of filing systems (alphabetical, numerical, subject-based, geographic)
  • Pros and cons associated with various systems
  • The impact of documentation on organizational operations
  • Statutory and regulatory obligations

Establishing a Robust Filing Structure

  • Evaluating specific organizational requirements
  • Selecting the most suitable filing system
  • Standardizing file naming protocols
  • Different types of filing cabinets and storage options
  • Effective labeling and indexing methods

Overseeing Active Records

  • Recognizing active record sets
  • Approaches for managing active records
  • Drafting a comprehensive file plan
  • Deploying and sustaining the file plan

Digital Document Administration

  • Overview of electronic document management systems (EDMS)
  • Advantages of digital filing processes
  • Best practices for digitizing physical documents
  • Handling and organizing scanned files

Records Lifecycle Oversight

  • Standards for document creation
  • Integrating records into the management system
  • Defining retention timelines
  • Compliance with legal and regulatory retention rules
  • Secure and safe disposal of obsolete records

Integrity and Privacy

  • Security measures for both physical and digital records
  • Managing access rights and user authorizations
  • Navigating data privacy statutes and rules
  • Maintaining compliance in documentation workflows

Preservation and Archival

  • Strategies for archiving records
  • Long-term storage frameworks
  • Techniques for preserving physical materials
  • Maintaining the accessibility and longevity of digital records

Adopting Industry Standards

  • Standard operating procedures (SOPs)
  • Driving continuous enhancement in documentation workflows

Requirements

  • No prior experience or prerequisites are necessary

Target Audience

  • Office administrators
  • Administrative support staff
 7 Hours

Number of participants


Price per participant

Testimonials (3)

Upcoming Courses

Related Categories