The importance of record-keeping and an effective filing system in an organization cannot be overemphasized. Records management is the practice of maintaining the records of an organization from the time they are created up to their eventual disposal. This may include classifying, storing, securing, and destruction (or in some cases, archival preservation) of records.
A well-planned filing system contributes significantly to efficiency of operations as well as to a company’s image. Whether records are filed in a computer or in a steel cabinet, they have to be readily accessible. If it takes anyone in the organization more than five minutes to locate a document, then the filing system of that organization should be overhauled.
This knowledge development programme will teach the critical knowledge and skills needed for participants to be able to keep excellent records and create effective filing systems for their organizations.
Knowledge Development Objectives
At the end of this knowledge development programme, delegates will:
- Know how to conduct an analysis and inventory of their current filing systems to determine the strengths and weaknesses
- Understand best arrangement of the records of an organization
- Know the type of media to be filed (paper, microfilm etc)
- Know the proper equipment for adequate storage and retrieval
- Know the proper systems to complement the equipment
- Know the required record retention schedule and facility
- Know basic filing procedure
- Know the different methods of filing documents and the best one for each organization/industry
- Discover how to support and develop their own role and that of their boss and colleagues
- Basic Filing Procedure
- Inspecting Marking
- Follow-up and Cross-reference
- Filing Methods of Filing
- Other Tips
- Index Guide
- Folder Tabs
- Folder Tab Identification
- File Overload
- Cross Indexing
- Noting Files In Use
- Maintaining Security
Who Should Attend?
All professionals who desire to take charge of their health and manage stress.