Effective Record Keeping, Documentation, and Information Management Course

Objective:
• Develop a comprehensive understanding of record keeping, documentation, and information management principles.
• Acquire practical skills to organize, store, and retrieve records effectively.
• Learn best practices for maintaining confidentiality, security, and compliance in information management.
• Enhance efficiency and productivity through improved documentation and information handling processes.
Course Content:
Understanding Record Keeping and Documentation
• Define record keeping and documentation principles
• Importance of accurate and comprehensive record keeping
Key Components of Information Management
• Information lifecycle management
• Document classification and retention policies
Techniques for Effective Record Organization
• File structure and naming conventions
• Digital and physical record organization
Records Retrieval and Accessibility
• Methods for retrieving records quickly and efficiently
• Access control and permissions
Confidentiality and Data Security
• Importance of confidentiality in record keeping
• Methods for ensuring data security
Compliance and Legal Requirements
• Understanding legal and regulatory requirements
• Compliance with industry standards and best practices
Electronic Document Management Systems (EDMS)
• Introduction to EDMS and its benefits
• Implementation and management of EDMS
Document Control and Versioning
• Techniques for document control
• Managing document versions and revisions
Audit Trails and Record Auditing
• Creating audit trails for records
• Conducting record audits and assessments
Continuous Improvement in Information Management
• Strategies for continuous improvement
• Monitoring and evaluating information management processes

FOR WHOM:
Senior executive secretaries, confidential secretaries, Admin officers, and personal assistants in both the public and private sectors.

Methodology
The training methodology integrates lectures, interactive discussions, collaborative group exercises, and illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical experience, emphasizing the application of learned techniques. This approach ensures that attendees return to their professional environments equipped with both the competence and self-assurance to effectively implement the acquired skills in their responsibilities.

DATE:
1ST BATCH: 25th – 28th Mar 2025
2ND BATCH: 8th – 11th July, 2025
3RD BATCH: 4th – 7th Nov, 2025