Optimize Your Electronic Document Management
This training will show you how to build a simple and effective document structure, implement it, and maintain it.
With an efficient structure, collaboration among everyone will be greatly improved, and the security of your documents will be strengthened.
Objective: By the end of this training, you will be able to:
• Decide on an implementation strategy
• Establish a classification plan aligned with the organization’s processes
• Develop effective document management rules
• Implement a common and recognized method for managing electronic and paper documents to quickly retrieve information
• Standardize document filing, version management, and document retention
• Organize email filing and management for everyone
• Equip individuals and teams with good document management practices
• Improve collaborative work among employees
• Significantly increase the efficiency of all members of your organization
Target audience: Administrative assistants, technicians, office staff, managers, administrators, team leaders, and anyone who will initiate, supervise, or carry out improvement initiatives.
$220.00
• Introduction and objectives
• Principles of the 5S method
• Preparatory phase: what are the needs?
• What will be the scope of the improvements?
• Establishing guidelines (cost, duration, etc.)
• Preparing the proposal for management
• Importance of involving staff and management
• Importance of information within a company
• Technological advancements and document management
• Most common needs
• General concepts in document management
• The 5 key qualities of an effective document management system
• Characteristics of a document
• How to design an effective classification plan
• How is electronic classification different?
• A classification method that respects how the brain works
• Process-oriented classification plans based on internal workflows
• Classification plan models to support planning and reflection
• How to name a document
• How to manage versions
• Importance of including email management in the process
• Advanced email management and filing
• How to develop a retention schedule for electronic or paper documents
• The need to develop protocols and work instructions for document management within organizations
• How to develop protocols and work instructions
• How to implement and maintain changes
- length
- 4h00
- Producer(s)
- Technologia
This training will show you how to build a simple and effective document structure, implement it, and maintain it.
With an efficient structure, collaboration among everyone will be greatly improved, and the security of your documents will be strengthened.
Objective: By the end of this training, you will be able to:
• Decide on an implementation strategy
• Establish a classification plan aligned with the organization’s processes
• Develop effective document management rules
• Implement a common and recognized method for managing electronic and paper documents to quickly retrieve information
• Standardize document filing, version management, and document retention
• Organize email filing and management for everyone
• Equip individuals and teams with good document management practices
• Improve collaborative work among employees
• Significantly increase the efficiency of all members of your organization
Target audience: Administrative assistants, technicians, office staff, managers, administrators, team leaders, and anyone who will initiate, supervise, or carry out improvement initiatives.