Description

How to classify and archive documents in the most efficient and intuitive way possible? Which method to use? This classification and archiving training, lasting 2 days, will answer these questions while providing you with above all practical keys to organizing and classifying your company's documentation.

Who is this training for ?

For whom ?

Secretaries and assistants All administrative staff responsible for organizing the classification, archiving and management of documentation in their department

Prerequisites

No prerequisites necessary to follow the classification and archiving training

Training objectives

Discover the different classification methods and indications Adopt a simple and scalable method to reorganize your ranking Know and apply the archiving rules in your company

Training program

• What is effective ranking?
  • Understand your issues in processing information
  • Validate objectives and characteristics of an efficient classification
  • Carry out your self-diagnosis: identify areas for improvement
• Analyze the information and choose a classification method
  • Analyze the information to be processed in your department, identify the strengths and constraints
  • Know the different classification methods, their advantages and disadvantages
  • Choose the method of adapted classification
• Know how to structure and title your files
  • Understand the articulation of a case and the life of a file
  • Choose relevant titles
  • Structure a file and bring it to life
• Build a plan to facilitate access to ranking
  • Create a filing plan accessible to all
  • Use your microcomputer to facilitate information sharing
  • Coordinate paper filing and filing electronic
• Know the essentials about archiving
  • Distinguish between legal and practical retention periods
  • Prepare a payment to the archives
  • Manage the file archiving plan
• Reorganize your ranking: prepare an action plan
  • Take inventory: Take inventory of the files / Select the files to restructure / Evaluate the time and materials budget / Present the project to your manager / Carry out the organization successfully
  • Restructure and title the files: Have the titles validated by the users / Define the themes with the users / Number the files / Write the computer classification plan / Display and distribute the plan / Refine the signage on cabinets and files