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
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €2280 online delivery, based on a group of 2 delegates, €720 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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Testimonials (3)
SMART Goal session was the most enjoyable part of the training that helped me manage my time properly. it helps me set my goal clearer and i could really see that setting SMART Goal can relate to almost everything such as Finance, Social Life, Career and Personal Growth.
Manot Sae - MVCI (Thailand) Limited
Course - Workshop: Boost your productivity with this new method!
I liked the involvement of the trainer and how her energy involved also the participants, the training was interesting, with many practical supporting facts and examples, practical exercises. It was great!
Jelizaveta (Liza) - ASSTRA Forwarding AG
Course - Stress Management and Prevention
Relevance of the training and the reflection of behaviours already observed in others and myself.