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Effective Document and Records Management

Effective Document and Records Management

CUSTOMER SERVICE, OFFICE AND SECRETARIAL


Introduction:

Records are essential to the smooth operation of a public sector organisation in pursuit of its function. If records, whether paper or electronic, are not managed properly public sector organisations are left unable to carry out business, provide accountability for decision-making, or deal with information requests.

Objectives:

After completing this course, you will have an understanding of concepts relating to the accessibility of information, its retrieval, dissemination, storage and archiving requirements within the electronic context. You will also be familiar with the different aware of key issues surrounding their ongoing management.

Content:

Module 1

  • Introduction: Course Objectives & Outline
  • EDMS - what is it and Benefits
  • The paperless office
  • Document capture
  • Scanning of documents
  • OCR and image processing
  • Indexing, archiving and retrieval
  • Document Management

Module 2

  • Document control
  • Audit trails
  • Reports
  • Forms Management
  • Creating forms
  • Filling and saving forms/data
  • Document Distribution: Work flow Management
  • Applications
  • Creations
  • Tracking/closure

Module 3

  • Filling and saving forms/data
  • Document Distribution: Work flow Management
  • Document Distribution: Electronic Mail : Concepts and Demonstration
  • Document Browsing
  • Navigation
  • Application/independent viewers
  • ISO 9000 & others Regulatory Requirements

Module 4

  • Technology Options
  • Encryption
  • Authoring Systems
  • Card/folio based systems
  • Types of Documentation Systems
  • Implementing EDMS
  • Off — the- shelf vs. customs systems
  • Allocating resources
  • EDMS management
  • Updating system
  • Future topics

Module 5

  • Documents on demand
  • Multimedia documents
  • Process Context Diagram- Document Management
  • Process f|ow- Document management
  • Role and responsibilities- Document management
  • Potential process measurements CKPIS)
  • Creating Back- ups and Restoring
  • Top Document Management Software Products
  • Best- practice in document management procedures, based on ISO standards
  • Document Creation Templates

Who should attend?

  • Managers
  • Admin Staffs
  • Document Controller
  • Secretary HR employees
  • Supervisors of all industries who are interested in learning about tomorrows technologies for paperless working environment and minimizing the volume of paper

Kuala Lumpur

# Price ($) From
d-m-Y
To Action
1 2,750 08-01-2018 12-01-2018 Enquire
Course Code:3585
2 2,750 12-03-2018 16-03-2018 Enquire
Course Code:3586
3 2,750 14-05-2018 18-05-2018 Enquire
Course Code:3587
4 2,750 09-07-2018 13-07-2018 Enquire
Course Code:3588
5 2,750 10-09-2018 14-09-2018 Enquire
Course Code:3589
6 2,750 12-11-2018 16-11-2018 Enquire
Course Code:3590

Istanbul

# Price ($) From
d-m-Y
To Action
1 3,250 04-02-2018 08-02-2018 Enquire
Course Code:3693
2 3,250 01-04-2018 05-04-2018 Enquire
Course Code:3694
3 3,250 03-06-2018 07-06-2018 Enquire
Course Code:3695
4 3,250 05-08-2018 09-08-2018 Enquire
Course Code:3696
5 3,250 30-09-2018 04-10-2018 Enquire
Course Code:3697
6 3,250 02-12-2018 06-12-2018 Enquire
Course Code:3698

London

# Price ($) From
d-m-Y
To Action
1 4,250 05-02-2018 09-02-2018 Enquire
Course Code:4900
2 4,250 02-04-2018 06-04-2018 Enquire
Course Code:4901
3 4,250 04-06-2018 08-06-2018 Enquire
Course Code:4902
4 4,250 06-08-2018 10-08-2018 Enquire
Course Code:4903
5 4,250 01-10-2018 05-10-2018 Enquire
Course Code:4904
6 4,250 03-12-2018 07-12-2018 Enquire
Course Code:4905