Archiving and Records Keeping Course

Duration: 1 day

Introduction

You buy a new fridge. It’s a double door, mirror effect and dispenses water and ice-blocks. Top of the range. Three months down the line, the fridge packs up for reasons only known to itself. The teller slip where you bought the fridge is gone. So is the box. So is the little card you found with the instructions for the extended warranty. If you paid cash, you have no proof that you bought this fridge. You bought a dud and it’s going to cost what you paid for it the first time to get it fixed. That’s how important records keeping is in a company. Absolutely crucial. If the company cannot prove payment, prove orders, prove suppliers have been paid, they will be forced to do so again. BOTI’s Archiving and Records keeping workshop is a must do workshop for any company who needs to keep physical records. We offer a tailored course to get your records and archiving office up and running properly in no time at all.

Course Outline

Many successful business people will tell you, when they first started their companies; the saving of records was not a priority issue in establishing the business. Until they had to a tax return for the business and the accountant cousin Nathan came down on them like a ton of bricks for those very records. After that tax season, they got a box and shoved every little paper they thought cousin Nathan would need into it. However cousin Nathan was less impressed than ever at the shoebox attempt and advised them to hire a records keeper or they wouldn’t be in business long enough for the next tax season. True story. The Business Optimization Training Institute trains business people, we cannot reiterate the importance of proper record keeping and archiving.

It is the history of the company and if the historic record is kept poorly – the business will become history. With this in mind we present a workshop on archiving and records management. This is the official company policy on how records are maintained, including the standard which must be kept, the system of management and the responsible parties. This workshop will cover every kind of business need from the start up company to the multinational giants.

1. Introduction
Pre workshop review
Workshop objectives

2. Office 365 Web Apps
Home page
Team site
Shared documents
Uploading a document

3. Viewing documents (1)
Opening a document
Overview of the reading
Paging through documents
Printing from the reading view
Finding text in your document
Closing documents

4. Viewing documents (2)
Zooming
Pop out
Editing in browser
Converting documents
Opening in Word

5. Editing in the browser
A new file
Saving files
Word’s Web App Interface
Typing text
Selecting text with mouse or keyboard
Editing or deleting text

6. Basic editing tasks
Cut, copy and paste
Undo and Redo
Spell check
Proofing language
Printing from the editing view
The reading view

7. Font formatting
Levels of formatting
Changing font face and size
Changing font colour
Font enhancements
Highlighting text

8. Formatting Paragraphs
Setting the alignment
Using indents and tabs
Adding bullets and numbering
Text direction

9. Working with styles
About styles
Quick style versus the style gallery
Applying a style
Clearing formatting

10. Insert tools (1)
Inserting a table
Adding text to a table
Inserting links

11. Insert tools (2)
Inserting pictures
Inserting clip art
Adjusting pictures

12. Topics not discussed
Post workshop overview

Archiving and records keeping Course: Course Duration

1 day/s

Who should attend: Archiving and records keeping Course

This course is intended for anyone working in the records department.

**Quote does not include Any Exam Fees (if applicable)

IMPORTANT ACTION: Do Not Wait To Improve Your Skills.  

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