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Filing Systems and Document Control for the Modern Office

Build reliable paper and electronic filing systems that let any South African office find the right document in seconds. Participants learn to design classification structures, apply version and access controls, and manage retention so that records stay accurate, secure and audit ready across busy departments.

What you will be able to do

  • Design a logical filing classification that matches how the organisation actually works.
  • Apply naming conventions and indexing that make documents easy to retrieve.
  • Control document versions, approvals and access rights to protect sensitive files.
  • Set retention and disposal schedules that meet operational and legal expectations.
  • Convert cluttered shared drives into structured, searchable folder systems.
  • Audit a filing system and close the gaps that cause lost or duplicated records.

Course outline

  1. 01Principles of Document Classification
  2. 02Naming Conventions and Indexing
  3. 03Version Control and Approval Trails
  4. 04Access Rights and Confidentiality
  5. 05Retention and Disposal Schedules
  6. 06Cleaning Up Shared Drives
  7. 07Auditing a Filing System

Who should attend

This course suits filing clerks, registry staff, office administrators and records officers responsible for organising and controlling company documents.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 18 Aug 2026Mauritius2US$1,100
24 to 25 Aug 2026Dubai2US$1,100
31 Aug to 1 Sep 2026Lagos2US$1,100
7 to 8 Sep 2026Harare2US$1,100
14 to 15 Sep 2026Kampala2US$1,100
21 to 22 Sep 2026Dar es Salaam2US$1,100
28 to 29 Sep 2026Pretoria2R10,000
5 to 6 Oct 2026Cape Town2R10,000
19 to 20 Oct 2026Online2US$900
26 to 27 Oct 2026Mozambique2US$1,100
2 to 3 Nov 2026Cairo2US$1,100
9 to 10 Nov 2026Accra2US$1,100
16 to 17 Nov 2026Lusaka2US$1,100
23 to 24 Nov 2026Kigali2US$1,100
30 Nov to 1 Dec 2026Nairobi2US$1,100
7 to 8 Dec 2026Durban2R10,000
14 to 15 Dec 2026Johannesburg2R10,000

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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