Files & Correspondence Management

  • Course Description
  • Objectives
  • Benefits
  • Audience

Files & Correspondence Management: Course Description

A two-day workshop designed for administrative assistants, clerical, library and other staff who require a systematic but fast and easy way to learn industry best practices and procedures for managing various types of files and correspondence systems in corporate enterprises - Both Paper & Electronic.

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:

  • The basic introductory concepts and issues pertinent to the profession of Records Management.
  • The relationship between the Records Unit and the other business support units, where specific reference will be made to the functions of the Records Unit, as well as, some best practices for the greater delivery of records services will be explored.
  • The various types of correspondence typically generated within the Enterprise, as well as industry practices and procedures for their management.
  • This module will focus on the management of both the physical and electronic records throughout their lifecycle, as well as environmental and institutional arrangements in accordance with international standards.
  • The various types of correspondence typically generated within the Enterprise, as well as industry practices and procedures for their management.
Objectives
  • Participants will understand the basic introductory concepts and issues pertinent to the profession of Records Management.
  • Participants will understand how to treat with various types of correspondence typically generated within the Enterprise, as well as industry practices and procedures for their management.
  • Participants will understand the management of both the physical and electronic records throughout their lifecycle, as well as environmental and institutional arrangements in accordance with international standards.
  • Participants will understand the relationship between the Records Unit and the other business support units.
  • Participants will be introduced to strategic recordkeeping in compliance with established industry standards.
Benefits
  • 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

Training Course Brochure: File & Correspondence Management

Files & Correspondence Management: Objectives

Objectives
  • Participants will understand the basic introductory concepts and issues pertinent to the profession of Records Management.
  • Participants will understand how to treat with various types of correspondence typically generated within the Enterprise, as well as industry practices and procedures for their management.
  • Participants will understand the management of both the physical and electronic records throughout their lifecycle, as well as environmental and institutional arrangements in accordance with international standards.
  • Participants will understand the relationship between the Records Unit and the other business support units.
  • Participants will be introduced to strategic recordkeeping in compliance with established industry standards.

Files & Correspondence Management: Benefits

Benefits

  • 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.

Who Should Attend

All our educational sessions are targeted to any individual who manages information within his or her organisation. They include:

• Staff of Record Management Units
• Business Managers
• Registry Clerks
• Implementation Teams
• Office Managers
• Solution Providers
• Librarians
• Information Architects
• Archivists
• Consultants
• Administrative Officers
• Regulatory Staff
• Medical Records Officers
• Service Providers
• Financial Officers
• Legal Administrators
• IT Specialists/Technical Staff
• All Custodians of corporate and public information
• Record and Information Management Practitioners

Anyone who wants to learn about records and information management.

...
Find us on Facebook
Follow Us