CA1.6 Filing, Records and Document Control

Keep workplace information organised, secure and easy to find.

Lost files, unclear names and outdated documents can slow down everyday work. This ebook and practical workbook explain how to build dependable filing habits, maintain useful records and help colleagues access the correct approved information.

What you will learn:

- Understand the difference between documents and records.

- Create logical filing structures and consistent file names.

- Capture, register, scan and check records.

- Control document versions, revisions, approvals and issued copies.

- Manage access, retrieval and record movements.

- Follow approved processes for retention, archiving and disposal.

- Identify problems and improve a filing system.

Inside the ebook: Five modules and fifteen lessons, practical workplace activities, record capture and movement templates, document control and change tools, transfer and incident templates, everyday filing checklists, and a final records simulation with review guidance.

Who it is for: Administrators, office assistants, records support staff and anyone responsible for workplace files or shared documents.

Build information management habits that make records easier to locate and documents easier to trust.