Module 6: File Management

LEARNING OUTCOMES FOR FILE MANAGEMENT (ACTIVITY DN137)

Knowledge of how to use a file management system by:

  • Understanding the requirements to keep a file for each of their clients
  • Awareness of all documents that must be included in a client’s file including electronic communications
  • Acknowledge that the file management system is important for keeping track of clients files
  • Understanding that all client files must be stored in an orderly and secure manner to maintain client confidentiality and file retention
  • Recognising the importance of keeping file notes
  • Understand what actions need to be taken at the beginning and completion of the service, and also when a client terminates a service for any reason
  • Acknowledge that applications must be made with specified accompanying documentation
  • Identify when and how to respond to requests from the MARA

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