How to Manage and Organise Office Records and Files Efficiently

Introduction

Often we hear a business is only as good as its records. All correspondence with clients, financial information, market and clients’ facts are all kept in files. With inefficient filing and record management practices, your agency can lose time, money and information.

Course Objectives

Participants will be able to gain the following benefits and knowledge:

Better awareness of the importance of proper Record Management practices in an agency
Ability in organizing the records of an agency more systematically and efficiently
Able to increase basic knowledge on Record Management of an agency
Able to increase efficiency in processing the records/ files of an agency especially on the aspect of arrangement, keeping, filing retrieving, maintaining and dispositioning of records
Good and efficient Record Management Practices will result in cost saving and increase in efficiency

Course Outline

DAY 1

Theory and practice in Record Management

Record Management is a technique in management.
Life cycle of records – creation, usage/ maintenance and disposition/disposal
Categories of records
Benefits of Record Management Programme
Types of records
Uses and importance of records to an agency

File Operation

Opening and closing of files
Correspondence and files, control of incoming and outgoing mail.
File titles and classification in a filing system
Use of practical file covers
Minute papers – its uses and functions
Control of records / file movement
Application of 5 S in filing system

Security requirement and characteristics of a good record / filing room

Suitability, location of records room.
Basic requirement , security, precaution against fires, flood.
Restriction, accessibility to records.
Control on environment, temperature, humidity, cleanliness.
Control of records destroyers / enemies
Use of suitable filing equipment.
Salvaging of wet records.

DAY 2

Electronic media in filing operation.

Comparison and differences between paper records and electronic filing – Paper records vs electronic records

Rules / Regulation Governing Record Management

Acts and Ordinance
Directives and related circulars
Awareness on the existence of various rules pertaining to Record Management
What is our responsibility.

Last stages in Record Management – Final Destiny

What happens to records
Different values of records and its usage
How to determine the methods of disposial of records
Activities involved in disposition / disposal of records

Papers for practical sessions

Preparation of subject classification
Opening and closing of files
Appraisal of inactive records
preparation of list of files for disposal

Delivery Methods

Workshop
Group Discussion
Reading Materials
Case Studies
Certificate of Participation

Target Audience:

Non Executives, Executives, Clerical Workers, Administration Staffs
Duration:
2 days

Investasi dan Fasilitas Training

Rp. 5.450.000 / Person
Rp. 4.850.000/ Person ( Bila Mengirimkan 2 Peserta dari 1 Perusahaan yang sama)
Fasilitas : Certificate, Training kits, USB 8 GB, Lunch, Coffe Break, Souvenir, City Tour
Untuk peserta luar kota disediakan transportasi antar-jemput dari Bandara/Stasiun ke Hotel (berlaku bagi perusahaan yang mengirimkan minimal 2 peserta)
Quota minimum Running 2 peserta (jogja, Solo, Semarang) Quota minimum Running 3 peserta ( Jakarta & Bandung) – ( Untuk Manado, Bali , Batam, Pontianak, Balikpapan dan Lombok Quota minimal 4 peserta)

Untuk daerah luar Kota Yogyakarta Harga Menyesuaikan.

Hotel Pilihan (Sementara) Bisa Menyesuaikan sesuai Kesepakatan.

Hotel Ibis Malioboro, Yogyakarta
Hotel Ibis, Solo
Hotel Ibis Simpang Lima Semarang
Hotel Fave, Balikpapan
The Santosa Villa and Resort, Lombok
Hotel Nagoya Plaza, Batam
Hotel Gino Ferruci, Bandung
Hotel Fave Pasar baru Jakarta, Jakarta
Hotel Santika Kuta, Bali
Hotel Aston, Manado
Hotel Santika Pandegiling, Surabaya

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Tambahan Informasi :

1. Silahkan tanyakan ketersediaan Tanggal dan Waktu dari jadwal training terbaru apabila anda tidak menemukan waktu yang sesuai dengan jadwal anda.

2. Training dapat disesuaikan dengan kebutuhan perusahaan jika dalam bentuk In-House Training. Silahkan baca ketentuan In-House Training diwebsite kami atau hubungi kami di Nomer Mobile untuk mendapatkan Fast Respon.

3. Silahkan mengisi Form Request Training di website kami untuk mendapatkan informasi tambahan yang belum ada, atau jika anda ingin menanyakan usulan materi sesuai kebutuhan perusahaan. Hubungi kami lewat email yang tertera atau Register disini!

4. Apabila telah menerima Silabus Training, Customer dapat Request Waktu Training yang diinginkan.

5. Informasi dan Data yang jelas akan memudahkan kami untuk segera merespon permintaan anda.

How to Manage and Organise Office Records and Files Efficiently