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Modern Techniques in Office and Document Management


London Training For Excellence

Summary

Price
£3,335 inc VAT
Study method
Online
Duration
5 hours · Self-paced
Qualification
No formal qualification
Additional info
  • Tutor is available to students

Overview

Learning Objectives:

  • Understand the key the concepts of document and records management.
  • Use the concepts of document and records management to deliver business drivers.
  • Link how document and records management can be implemented across your organisation.
  • Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with document and records management.
  • Understand document and records management life-cycle
  • Create a document and records management plan of action to implement in their organization.
  • Learn from best practice implementations and case studies.
  • Recognize the best ways and techniques of Document and records management strategies.
  • Realize the importance of defining and understanding your crucial role as a secretary or office manager.
  • Be able to plan, organize and prioritize effectively by using computer.
  • Use filing and archiving systems by using computer effectively.
  • Foster a productive and efficient office environment.
  • Organize and structure processes and procedures by using computer properly.
  • Better utilize and organize your time by using computer programs.
  • File and archive your electronic documents easily.
  • Use office management software effectively.

Description

Strategy and understanding key elements:

  • Introducing document and records management.
  • Business case and drivers.
  • Creating business requirements.
  • Managing information assets.
  • Understanding the terminology.
  • Document and records management strategies.
  • Information governance.

Concepts and set up components:

  • Document and records lifecycle.
  • Capture, store and management.
  • Preserve and archive.
  • Presentation and delivery.
  • Metadata and indexing.
  • Classification schemes.
  • Searching and retrieving.
  • Controls and security.
  • Legislation, standards and regulation.

Process and delivery:

  • Information audit and survey.
  • Business case.
  • Business requirements.
  • Business classification scheme.
  • IT infrastructure details.
  • Model office and rollout.

The Art of Effective Planning and Organizing by using computer:

  • How to plan – a step-by-step framework for success.
  • Documentation control – ensuring you have the facts at your fingertips.
  • Organizing and structuring processes and procedures.
  • Problem solving and decision-making.

Effective Communication – written and spoken:

  • Email communication.
  • Meetings.

Office management software.

Filing and classification of files.

Making presentations.

Time management by using computer.

Planning for meeting management by computer.

E-meetings management.

Case studies and exercises.

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FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

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A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.