Delivery Method

Instructor Led

• In-Company
• Public Training

Online

• Coming Soon!

Accreditation

• 5 CPS® /CAP®
• NQF Level 3

Target Group

• Records Practitioners & Records Managers
• Middle and Senior Managers
• Filing Clerks
• Registry Personnel
• Personal Assistants
• Librarians
• Information Managers
• Training Officials

File Plan Development Workshops – 2 day course

All businesses must have a pre-determined logical, systematic and hierarchical information structure based on business functions, according to which records are filed and /or electronically indexed. Without a sound Business Classification System, the design and maintenance of a master records index, identification of vital records, retention schedules and various policies and procedures can not exist.

Course Outline

Day 1

1. What is a Business Classification System and its purpose?
2. Comprehensive understanding of Organisational Business Analysis.
3. Business Audit and Data Gathering Processes
4. How to design a Business Classification System
5. Practical exercises and design templates

Day 2

1. Compilation of a File Plan.
2. How to map servers and access security permissions
3. How to create a Master Records Index
4. How to create a Records Management Policy to support your File Plan
5. Implementation of your File Plan and Change Management

The course comprises instructor-led training, supplemented by interactive sessions; practical group work and comprehensive course documentation, including easy to use templates and design tools.

For more information contact Inbox Filing Solutions.

Course Price: R7 950,00 excl. VAT