Effective Document Control & Records Management

26-27 Feb, 2020, Kuala Lumpur

IPA Training is Registered with

Learn from the Best

SINTHANA has over 20 years of work experience with retailing, multinational manufacturing company, and hotel industry. Her experience in quality assurance, human resource management, hospitality and administrative skills has given her the opportunity to realize her passion that is developing human potential. She trains all levels of employees including upper management.

She develops training manuals in English and Bahasa Malaysia language and conducts many soft skills programs with particular interests in customer service, business writing, communication, supervisory, office management and language. Her role encompass identify training needs, design contents and conduct training to fit customers’ requirements. She also assesses effectiveness of programs at site.

 

She aims to develop positive attitude and increase staff core competencies in each of her program.

She introduces a lot of self-reflection and interactions in her lively programs, and her approach stresses on key points, which is reinforced through role-plays and presentations. She conducts her sessions in English and/or Bahasa Malaysia language.

Sinthana In-house programs clients include; Exxon Mobil, MMC Oil and Gas Sdn Bhd, Northgate Arinso, IBM, Siemens, Hewlett Packard, Panasonic, Pembangunan Sumber Manusia Berhad (HRDF), TUDM (Tentera Udara DiRaja Malaysia), Jabatan Perkhidmatan Awam, Putrajaya, Construction Industry Development Berhad, Maju Holdings Berhad, L’oreal, DHL, Bank Negara, RHB Bank, I-Perintis Sdn Bhd, Infineon, Proton Casting Sdn Bhd, Sumirubber, Rohas Euco Industries, Elektrisola, Westports, Safeguards, Spansion, Telekom, Universiti Tenaga Nasional, Philip Morris, Pioneer, Hertz, Finisar, Celestica, Scope, SCICOM Academy, Tanjong PLC, eHomemakers (Non-Governmental Organization), Malaysia Airports (Niaga) Sdn Bhd, Ford, Mazda, Sanyo Sdn Bhd, Ferringhi Beach Hotel etc.

Venue Details

AC Hotel Kuala Lumpur Titiwangsa (Formerly known as Vistana Kuala Lumpur)
9 Jalan Lumut, Off Jalan Ipoh, 50400 Kuala Lumpur - 50400
Phone : (603) 4042 8000

Click For Hotel Location

Contact us

Juliany,
O - 03 2283 6109 | M - 019 3134436
juliany@ipa.com.my

Michelle,
O - 03 2283 6100 |  M - 019 363 7822
michelle@ipa.com.my 

FOR CUSTOMISED IN-HOUSE TRAINING
Yvonne,
O - 03 2283 6101 | M - 012 2011247
F - 03 2283 6108 
yvonne@ipa.com.my

ADDRESS 
A-28-5, 28th Floor, Menara UOA Bangsar, 
No.5, Jalan Bangsar Utama 1, 
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON
  • Introduction To Document Control And Records Management
  • Control Of Documents And Filing System
  • Records Retention And Disposal
  • Control Of Security And Maintenance Of Records, Record Room
  • Procedures And Guidelines Pertaining To Disposal Of Records

    PLUS: PRACTICAL SESSION

"NO ISO COMPLIANCE APPLY"

INTRODUCTION & RATIONAL

What is document control and why do we need it ?

 

Document control is all to do with transferring information between relevant parties. We need to ensure that the information reaches end user is correct. Therefore these documents must be controlled to make sure the information contained are correct.

 

Document control in the context of records management will be the efficient and effective way of controlling and managing the records and files of an organization throughout their life span right from the time they were created until they are disposed. Proper records procedures and guidelines will ensure the proper control, well organized and managed, accurately and reliably. This will enable the organisation to retrieve them fast and efficiently.

 

Today in business very often we have to depend very much on information and documents. All documents, correspondence with clients, financial records, etc must be controlled and well kept.

 

Usually problems highlighted were, difficulty to retrieve documents, no knowledge under which folders the documents were filed, to control the filing of documents, how to name the folders etc.

 

Therefore, the staff handling company’s records need to have knowledge on controlling the various stages of records management so that documents are well controlled, organized and are able to track them as and when they are needed.

 

Hence, this course is essential and useful particularly to those who are handling records.

WHO SHOULD ATTEND
  • Secretaries
  • Personal Assistants
  • Administrators
  • Clerical Staff
  • Support Staff
  • Admin Executives
  • Personnel who is in-charge of records and filing systems
METHODOLOGY
  • Lectures
  • Case Studies
  • Group discussions
  • Group activities
 
DAY 1
9:00 INTRODUCTION TO DOCUMENT CONTROL AND RECORDS MANAGEMENT
  • Why is it that records management and document control are important for an organization
  • Terms and references, terminology
  • Benefits and advantage of practicing good record management
10:45 INTRODUCTION TO RECORDS MANAGEMENT (cont.)
  • Control in organizing the documents
  • Characteristics of records
  • Life-cycle of records
  • Q & A Session
1:00 Lunch

2:00 CONTROL OF DOCUMENTS AND FILING SYSTEM
  • Various components in a filing system
  • How to control and implement the subject classification or naming the folders
  • Use of different file covers / folders namely paper files, hardcover files, PVC files etc.,
  • Q & A Session
3:45 CONTROL OF DOCUMENTS AND FILING SYSTEM (cont.)
  • Organising the newly created folders / files – indexing
  • Tracking and control of records movement – log book etc.
  • Proper labeling / tagging the filing cabinets, shelves etc.
  • Managing vital records
  • Q & A Session
5:00 End Of Day 1
HARI KEDUA
9:00 RECORDS RETENTION AND DISPOSAL
  • Why is it disposal and retention of inactive records are so important
  • Understanding of the term disposal and how does it benefits the organisation
  • How do we control the various activities and disposal of records such as appraisal,
    retention period, values ,preparation of description etc.
  • Q & A Session
10:45 CONTROL OF SECURITY AND MAINTENANCE OF RECORDS, RECORD ROOM
  • Location and housing of both active and inactive records
  • Access to filing and records room
  • Control of environment to ensure safety and life-span of records
  • Use of suitable equipment for filing and keeping of records
  • Access to classified document.
  • Q & A Session
1:00 Lunch

2:00 PROCEDURES AND GUIDELINES PERTAINING TO DISPOSAL OF RECORDS
  • Awareness of existing procedures, guidelines and related ordinance etc.
  • Discussion, Q & A Session
3:45 PRACTICAL SESSION
  • Method of allocation of names for the folders and preparation of subject classification, uses of different file covers, application subject classification on the file covers
  • Method of appraising and evaluating the inactive records
  • Preparation of records retention schedule / description etc.
5:00 End Of Course
AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Understanding & gaining knowledge on proper filing system.
  2. Better awareness of the importance of good record keeping, document control and record management practices.
  3. Understanding, organizing and controlling of documents and records of an agency right from the time they are created until they are disposed off.
  4. Organizing and managing records and document control of an agency in effective ways.
  5. Being able to increase efficiency in filing system of an agency especially on the aspect of arrangement, keeping, filing retrieving, maintaining and dispositioning of records.