Publication date : 08/28/2024
Course : Useful, fast, efficient filing
Practical course - 2d
- 14h00 - Ref. CLA
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 | Use methods, tools and techniques for filing documents and information |
| Choose a classification method based on the information and its use |
| Organize and maintain your filing system, whether in paper or electronic form |
| Implement filing and archiving procedures |
Intended audience
Anyone who needs to organize the filing of their own files and manage documentation. Administrative assistants or departments.
Prerequisites
No special knowledge required.
Practical details
Hands-on work
Alternating theoretical and practical inputs: based on the experience of each participant, analysis and improvement of their efficiency
Course schedule
1 Define and understand grading characteristics
- Using the file: information, action...
- Characteristics of a file: who, when, what form
- The key role of filing in information gathering and processing.
- Different filing tools and methods.
Hands-on work
Partage d'expériences : difficultés rencontrées dans les tâches de classement des documents. Analyses des critères et des outils.
2 Organize and "bring to life" your filing system
- Establish a common logic.
- Identify the main effects of poor personal organization.
- Streamline your workspace.
- Reduce sources of stress linked to time and organization.
Hands-on work
Classification organization.
3 Analyze information and choose a classification method
- Analyze the information to be processed in your department.
- Identify assets and constraints.
- Apply the four principles of classification.
- Know the different tools for a global view: To-do-list, concept map.
- Match the filing system to the characteristics of the company and its users.
Hands-on work
Filing tools and methods.
4 Organizing computer filing
- Choose a clear tree structure for everyone.
- Be rigorous when choosing file names.
- Use messaging storage tips.
Hands-on work
Tree exercise.
5 Facilitating access to information for all
- Define how to reorganize a department's existing filing system.
- Draw up a filing plan.
- Match paper and computer filing.
- Set up a filing system that everyone can understand: sorting and restructuring files.
Hands-on work
Self-assessment of the strengths and weaknesses of the current system
6 Implement filing and archiving procedures
- Identify the borrower and the purpose of the card.
- Determining an outplacement procedure: who, where, how?
- Define document management procedures. Security procedures.
- Control and define file access procedures.
- Know the legal retention period for documents.
- Discover EDM.
Hands-on work
Personal action plan: formalize the actions to be taken to develop your own filing plan.
Customer reviews
4,6 / 5
Customer reviews are based on end-of-course evaluations. The score is calculated from all evaluations within the past year. Only reviews with a textual comment are displayed.
NAJETTE T.
22/09/25
4 / 5
well
PARTICIPANTS
Anyone who needs to organize the filing of their own files and manage documentation. Administrative assistants or departments.
PREREQUISITES
No special knowledge required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Anyone who needs to organize the filing of their own files and manage documentation. Administrative assistants or departments.
PREREQUISITES
No special knowledge required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Dates and locations
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Remote class
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Date garantie en présentiel ou à distance
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