Course Description:

To provide more information to management in a more flexible, practical, and efficient way and to improve your regulatory process by reducing the cost of receiving, processing, storing and retrieving all documents (internal and external), you need to attend this training course. This five-day course covers filing definition, purpose and requirements. It also addresses professional filing systems, modern office technology & electronic filing, office practices & retention, and records Management

Course Goal:

To enhance the participants’ Knowledge, Abilities and Skills necessary for archiving and filing their documents and data.

Course Objectives:

By the end of the course, participants will be able to:

1. Determine filing and archiving requirements and rules
2. Understand needs of filing systems
3. Be familiar with professional filing and archiving systems
4. Maintain a unified filing system.
5. Have index for all existing records.
6. Maintain well controlled computerized filing system
7. Have a unified well organized filing and archiving procedures

 Course Outline:

• Filing and archiving:

1. Useful Terms
2. Filing and Archiving Definition
3. Filing and Archiving Rules
4. Filing and Archiving Requirements

• Functional Requirements
• Performance Requirements
• Documents and Records Requirements
• Security Requirements
  • Professional Filing and Archiving Systems

1. Needs of Filing Systems
2. Filing Systems 1, 2, 3, 4, ….
3. Selecting Filing System
4. Changing Filing System

• Records Management:

1. Classifying Records
2. Records Cycle
3. Records Creation and Design
4. Forms Management and Control
5. Storing of Records
6. Retaining & Disposing of Records
   • Modern Office Technology:
7. Using Current Technology in Filing and Archiving
8. Modern Office Technology & Electronic Filing and Archiving
9. Office Practices & Retention
10. Applying Rules Using Excel
11. E-Filing & Archiving

Who Can Benefit?

Procurement and administration employees:

1. who deal with or manage suppliers, contractors and buyers
2. who have a direct impact on the success of the company
3. who are looking to improve their own filing and archiving awareness