Digital Tools & Records Management

Categories: Chartered
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About Course

This module equips learners with the practical skills to use digital tools that drive modern office efficiency. Participants will learn how to create, manage, store, and retrieve professional documents and data using widely adopted platforms like Microsoft Office, Google Workspace, and SharePoint. Additionally, learners will explore how to implement effective digital filing systems, collaborate securely via cloud-based platforms, and automate workflows with tools such as Trello, Asana, and Notion. Emphasis is placed on digital organization, access control, data security, and compliance with information governance standards—ensuring learners can manage digital records and communications effectively in both in-office and remote work environments.

What Will You Learn?

  • How to use Microsoft Word, Excel, PowerPoint, and Outlook proficiently for office documentation and communication.
  • Best practices for organizing, sharing, and securing digital files across platforms like Google Drive, OneDrive, and SharePoint.
  • How to implement workflow automation and manage tasks using tools like Trello, Asana, and Notion.
  • The fundamentals of information governance, including digital filing systems, access control, and compliance protocols.
  • Techniques to integrate multiple platforms for seamless collaboration and increased productivity.
  • Strategies to manage digital risks and maintain data security through encryption, access permissions, and routine audits.

Course Content

Productivity & Document Creation Tools

  • Microsoft Word, Excel, PowerPoint & Outlook Essentials
  • Digital Communication & Scheduling
  • Cross-Platform Integration & Efficiency

Digital Recordkeeping & Cloud File Management

Office Automation & Workflow Tools

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