Records and Filing Management (Classroom)

Overview

Records and filing management is of critical importance to the efficient functioning of any organization. Being able to quickly obtain the needed records will greatly improve the operations of any firm.

Objectives

• To know how to classify records
• To learn the proper handling of incoming and outgoing mail
• To learn the most efficient ways of filing
• To save time in locating records
• To save on office space
• To know the legal time period you must keep a file

Who Should Participate

  • Office managers, secretaries, office staff, administrative assistants, bookkeepers, entrepreneurs and any personnel responsible for the filing and management of records

Key Topics

I. Overview of Records Management:
• Purposes and importance of records management
• Phases of Records Management
• Definition of Records
 
II. Files Management
• Major Classifications
• Methods of Filing
• Filing Procedures
• Control of Records
 
III. WORKSHOP
• Presentation and Discussion
 
IV. Administration of Records Disposition
• Inventory
• Appraisal
• Disposal Rules and Regulations
 
V. Security of Records

Schedule: Click to view BusinessCoach Seminar Schedule

Time

9:00 am – 4:00 pm

Venue

Unit 705-D Atlanta Centre, 31 Annapolis St., Greenhills, San Juan City, Metro Manila