Course Outline

Introduction to Filing and Documentation Management

  • Types of filing systems (alphabetical, numerical, subject, geographic)
  • Advantages and disadvantages of different systems
  • Role of documentation in organizations
  • Legal and regulatory requirements

Setting Up an Effective Filing System

  • Assessing organizational needs
  • Choosing the appropriate filing system
  • Standardizing file naming conventions
  • Types of filing cabinets and storage solutions
  • Labeling and indexing techniques

Managing Active Records

  • Identifying active records
  • Strategies for managing active records
  • Creating a file plan
  • Implementing and maintaining the file plan

Electronic Document Management

  • Introduction to electronic document management systems (EDMS)
  • Benefits of digital filing
  • Best practices for scanning documents
  • Managing scanned documents

Records Lifecycle Management

  • Document creation standards
  • Capturing records into the system
  • Setting retention schedules
  • Legal and regulatory compliance for record retention
  • Safe and secure disposition of records

Security and Confidentiality

  • Security protocols for physical and electronic records
  • Access controls and user permissions
  • Understanding data privacy laws and regulations
  • Ensuring compliance in documentation practices

Archiving and Preservation

  • Methods for archiving records
  • Long-term storage solutions
  • Conservation techniques for physical records
  • Ensuring the longevity of electronic records

Implementing Best Practices

  • Standard operating procedures (SOPs)
  • Continuous improvement in documentation processes

Summary and Next Steps

Requirements

  • No prerequisites required

Audience

  • Office managers
  • Administrative assistants
 7 Hours

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