A two-day workshop designed for administrative assistants and clerical staff who require a systematic but fast and easy way to get their record keeping and filing operations organized.
This class will cover how to design an efficient filing system that will work for various types of records, including how to organize files. You will:
- Develop your knowledge and skills in primary record management methodologies.
- Review fundamental filing principles
- Reduce unnecessary filing
- Establish and use filing systems
- Learn practical tips on getting your desks, office and files organized
- Be able to select the proper filing supplies and equipment
- Understand how to establish file indexes, and efficient filing procedures
Learning objectives:
- Understand the process of records management
- Manage incoming files
- Handle miscellaneous files more judiciously
- Understand the advantages and disadvantages of the 3 most common filing systems
- Effectively name records for easy retrieval
- Use the alphabetic rules and subject rules for filing records
- Understand how to set up an efficient system
- Know what records to retain and why
- Learn how to set up an index
- Learn how to locate a lost file
- Knowing what to file, how to file it, and how to remove files no longer needed for current business
- Establishing "best practices" records management and develop the knowledge base and skills to improve and fulfill office efficiency that yields greater productivity
- Provide instructions on managing personal desktops, including how to manage e-mail, organize electronic files and set-up a personal filing systems to prevent desktop clutter.
Lecturer : Emerson O Bryan
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