Filing and Records Management
Every business creates records: invoices, contracts, staff files, delivery notes, safety reports, emails and photos. When records are filed properly, anyone can find the right document in seconds. When they are not, people waste hours searching, use out-of-date versions, lose evidence they need in an audit or dispute, and risk breaking the law by keeping personal information unsafely or for too long. This course teaches you how to set up and keep paper filing systems, how to organise electronic folders, how to name files and control versions so the right document is always used, how long records must be kept, how to archive and safely destroy them, and how to keep documents secure and confidential under POPIA. The course is fully online and self-paced. Each lesson has a short activity in your workbook. You finish with a practical task and a final assessment, and you receive a MetaCo Certificate of Completion that you can add to your CV.
What you will learn
Set up and keep paper and electronic files, name documents so anyone can find them, archive and dispose of records correctly and keep documents under control.
- Module 1: Introduction
- Module 2: Paper Filing
- Module 3: Electronic Filing and Naming
- Module 4: Archiving, Retention and Disposal
- Module 5: Document Control and Security
- Module 6: Putting It into Practice
How it is assessed
Short quizzes as you go, a final assessment with three attempts (fresh questions each time) and a practical task.
Certificate
MetaCo Certificate of Completion, with your own number and a QR code employers can scan. This certificate confirms completion of a MetaCo short course.
What you get
- The lessons, quiz and practical task
- A downloadable workbook (PDF)
- The Office Administration toolkit
- A one-page cheat sheet to keep
- The MetaCo certificate with a QR verification link, and a "Copy to my CV" line
- The Career Starter Kit, free with your first purchase
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