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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Document & Records Management

Case File Management for Service Organisations

Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview

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.

What you will be able to do
  • 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
Course outline
01
What a case file has to do that an ordinary file does not
02
Structuring the file around the stages of the work
03
Chronology, contact notes and decision records
04
Tracking custody, movement and outstanding actions
05
Access control for sensitive and third party information
06
Closure, archiving and later retrieval
07
Caseload reporting and file quality auditing
Upcoming public sessions
DatesVenueDurationFee per delegate
2 to 4 Nov 2026Johannesburg3 DaysR13,000
23 to 25 Nov 2026London3 DaysUS$1,500
11 to 13 Jan 2027Dubai3 DaysUS$1,500
22 to 24 Feb 2027Durban3 DaysR13,000
10 to 12 May 2027Cape Town3 DaysR13,000
19 to 21 Jul 2027Johannesburg3 DaysR13,000
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote

Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.

EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673  ·  training@eubiz.co.za
68 Sunstone Street, Germiston, 1401  ·  eubiz.co.za