Digitisation and File Management Training

Learning Outcomes

• Apply digitisation techniques to convert physical documents into electronic formats while maintaining data integrity.
• Implement file naming conventions and folder structures to organise digital records for efficient retrieval.
• Demonstrate the use of metadata and indexing to categorise and locate digital files.
• Evaluate records management policies and procedures to ensure compliance with organisational and legal requirements.
• Analyse risks related to data security and apply appropriate backup and access control measures.
• Design a simple digitisation workflow for a given business process.

Target Audience

This course is designed for administrative staff, records clerks, data capturers, and any professionals responsible for managing digital files and transitioning paper records to electronic formats.

Prerequisites

None — open enrollment

Course Outline

Practicals

Overview

Practical sessions form an integral part of this course, allowing learners to apply digitisation and file management concepts in hands-on activities. Learners will operate scanning equipment, organise digital files, and implement workflows under supervision to reinforce theoretical knowledge.

Practical Activities

• Scanning and Image Processing — Learners scan various document types using flatbed and sheet-fed scanners, adjust settings, and perform basic image enhancement and OCR. (4h)
• File Organisation and Metadata Creation — Learners create a folder structure, rename files in batches, and add metadata using file properties and specialised software. (4h)
• Backup and Storage Management — Learners set up local and cloud backups, configure sync settings, and test data restoration procedures. (4h)
• Workflow Project: Digitisation Plan — Teams plan and execute a mini digitisation project from start to finish, including document preparation, scanning, file management, and presentation. (4h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.