Courses

Course Description

Laysia Info Consult is pleased to invite you to participate in a two-day Online workshop on Records Management for Executive Assistants /Secretaries scheduled for August 12th – 13th, 2025.

Background

In today’s fast-paced office environment, Executive Assistants and Secretaries play a vital role in ensuring that records are well-organized, secure, and easily accessible. Effective records management is more than just filing-it involves understanding how to handle paper and digital documents efficiently, maintain confidentiality, support compliance, and contribute to smooth office operations. This training equips participants with practical skills and modern tools to manage records confidently, streamline workflows, and support their executives and teams more effectively.

By the end of this workshop, participants will be able to:

Organize and manage paper and digital records efficiently.

Track document movement using logs, registers.

Create and maintain organized filing systems for both paper and digital records

Apply proper file naming and indexing methods to ensure easy retrieval.

Handle incoming and outgoing correspondence professionally

File and track documents efficiently.

Manage active and inactive records and learn to prepare records for storage or disposal.

Protect confidential information by applying appropriate access controls and security measures.

Demonstrate the ability to transition from manual to digital recordkeeping systems through scanning, digitization.

Implement efficient email management strategies for better access.

Ensure records are complete, up-to-date, and well-maintained.

Understand records backup procedures and emergency file access.

Maintain records etiquette – timeliness, and responsibility in document handling.

TOPICS

The Smartphone and apps that boost productivity and help you save and manage your time.

Role of secretaries and Executive Assistants in records management

Tracking records movement (loan out/in logs, file trackers)

Managing Shared Drives and Cloud Storage

Best practices for organizing files in shared folders and cloud platforms like Google Drive, OneDrive, etc

Version Control and Document Tracking

Keeping track of document revisions, authorship, and history.

Creating and Maintaining a Document Index

Developing tools like file registers or document indexes for easier navigation and control.

Popular Email Calendar platforms -The google Calendar, Outlook Calendar Tips and Tricks

Naming Files for easy filing and retrieval (Electronic & Paper)

Techniques and skills in managing active Paper and Electronic Files

The Art of Filing.

Effective Mail and Correspondence Handling.

Strategies for setting up and maintaining efficient paper and digital filing systems.

Techniques for categorizing, labeling, and organizing documents to ensure quick retrieval.

Understanding and implementing policies for retaining and disposing of records in compliance with legal and organizational requirements.

Protocols for maintaining confidentiality and ensuring data security in records management.

Tracking, filing, and retrieving letters, memos, and emails effectively.

Legal and Regulatory Requirements for Recordkeeping.

Understanding the laws and policies governing document retention and access.

Paperless Office Transition – Step-by-Step

Practical steps to reduce reliance on paper and move towards a digital records environment.

Confidential Records Handling & Access Control

Techniques for managing sensitive information and enforcing access restrictions.

Who Should Attend?

Executive Assistants, Secretaries and Office Clerks, Personal Assistants, Front Desk & Administrative Officers.

HIGHLIGHTS

Venue: Virtual

Course Fee: GH¢600 per participant. Fee is VAT Exclusive.

The fee covers snacks, lunch and a certificate of participation.

Registration: Please contact us on tel. nos: 020-8149990, 024-4480077.

E-mail: laysiainfo@gmail.com or admin@laysiainfo.com.

Website: www.laysiainfo.com

Payment Method

Vodafone Cash(Telecel): 0208149990. Payment Reference: Use your registration name

In-House Option: This course is available as an in-house option.