Case File Management for Service Organisations
Organisations that work case by case, from clinics to legal aid to social services, live or die on file discipline. This course covers structuring case files, tracking them through their life and closing them properly.
Course outline
What this programme covers, module by module.
- 01What a case file has to do that an ordinary file does not
- 02Structuring the file around the stages of the work
- 03Chronology, contact notes and decision records
- 04Tracking custody, movement and outstanding actions
- 05Access control for sensitive and third party information
- 06Closure, archiving and later retrieval
- 07Caseload reporting and file quality auditing
What you will gain
- Design a case file structure that supports the work
- Track case files through their stages and custodians
- Maintain chronology, notes and decision records
- Control access where cases are sensitive
- Close, archive and retrieve cases reliably
- Report on caseload and file quality
Who should attend
- Case workers and administrators
- Records officers in service organisations
- Supervisors managing caseloads
- Quality and compliance staff
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 2 to 4 Nov 2026 | Johannesburg | 3 Days | R13,000 | |
| 23 to 25 Nov 2026 | London | 3 Days | US$1,500 | |
| 11 to 13 Jan 2027 | Dubai | 3 Days | US$1,500 | |
| 22 to 24 Feb 2027 | Durban | 3 Days | R13,000 | |
| 10 to 12 May 2027 | Cape Town | 3 Days | R13,000 | |
| 19 to 21 Jul 2027 | Johannesburg | 3 Days | R13,000 |
Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.
Enquire about this course
Register your team or ask for a tailored in-house quote. We reply within one working day.
WhatsApp usCourse brochure (PDF)- Fees from
- R13,000 per delegate
- Duration
- 3 Days
- Field
- Document & Records Management
- Formats
- In-house, public, online
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