Quality Dynamics Consultancy Sdn Bhd presents

Jul 22 - 23, 2020 (9am - 5pm) at Holiday Inn Kuala Lumpur Glenmarie

Filing & Records Management

(by Mr. Tan Por Sing )


At the end of this Training Program, participants will be able to, among others:

1.  Learn the essential principles, techniques & procedures of Filing and
     Records Management;
2.  Manage their files and records efficiently & effectively;
3.  Learn the principle of “5S” in the work place; and
4.  Generally contribute to the improved quality & productivity at the work place

program content

1.  Introduction to FRM
      -    What is FRM?
      -    Why we need a good FRM system?
      -    What are the problems of FRM?
      -    The Essentials of good Filing System
      -    The complete life cycle of a record
   Group Work

2.  Filing Systems and Classifications
      (a)  Different Types of Filing Classifications
             -  Alphabetical, Numerical and Alpha-numerical
             -  Examples of each filing classification
             -  Strength and Weaknesses of each filing classification
   Group Work

3.  Files and Records Control
      -    How to prevent the Loss of Records that are borrowed from files?
      -    How to prevent Records from becoming Lost Within the Files?
      -    Applying the Charge System for Files and Records Control
      -    Importance of SOP for Improving Files and Records Control
      -    Examples of SOP in FRM
   Group Work

4.  Examples of  Document & Records Control in ISO 9001
      (a)  Document Control
             -  Factors for Document Control
      (b)  Record Control
             -  Factors for Record Control

5.  Records Detention and Disposal
      -  What is a Records Retention Schedule?
      -  The Benefits of a Records Retention Schedule
      -  Government Regulations on record retention and disposal
      -  Factors in evaluating records
      -  Examples of records retention period
      -  Setting up a retention schedule
      -  Transfer and Disposal – Factors to consider
      -  Plans for transfer of records
      -  How to determine disposal schedule
      -  Destruction of files
   Group Work

6.  5S Practices in the Office
      -  The meaning of Seiri, Seiton, Seiso, Seiketsu and Shitsuke
      -  Some Example of good 5S practices in the office
      -  The Benefits of 5S
      -  5S and Records Management

7.  Group Work: “Your File”
      This session discuss the FRM practices in participant’s company based on
      the file that the participant’s is requested to bring to the  course.
      The objective of this group work is to enable the group to give immediate
      feedback as to How to improve their existing FRM practices in their company.


Power Point Presentation, Group Discussion, Case Study, Exercises.

who must attend

All personnel involved in Filing & Records Management 
    - Clerks, Admin. Staff, etc.

investment fee / early bird by 08/07/2020

Standard: RM 1,595.00 / RM1,495.00 per participant

Group discount: RM1,495.00 / RM1,395.00 per participant for a minimum of 2 participants from the same company

(Fee inclusive of Refreshment, Buffet Lunch, Training Bag, Handouts,  & Certificate of Completion)

registration & payment


Please register online through www.qdc.com.my or call 03-78054587 / 03-78044196. Our phone line operation hours are from 8:30am to 6:00pm from Monday to Friday.

All registration MUST be accompanied with PAYMENT.

Completed registration form with CHEQUES should be made in favor of "Quality Dynamics Consultancy Sdn Bhd" and sent to:

(FEE PAID IS NOT REFUNDABLE but replacement may be made at no additional cost. Quality Dynamics Consultancy Sdn Bhd reserves the right to cancel or reschedule the above course and shall inform participants of the changes)


Chief Consultant and Trainer of Quality Dynamics Consultancy Sdn Bhd, Mr. Tan has more than 20 years experience as a trainer and consultant in the area of Quality and Productivity Improvement.  Mr. Tan also has many years of hands-on experience managing production, maintenance and service operation.

Mr. Tan has extensive experience in the Training and Implementation of Operational and Improvement Techniques such as TQM, QCC/ICC, QC Tools, SPC, ISO 9000, 5S, Work Study, Kaizen Techniques, Filing & Record Management, Store & Inventory Management and many others. 

Mr. Tan client’s list in training and consultancy works include multi-nationals and local companies like Saudi Iron & Steel Company in Saudi Arabia, Western Digital, Freescale, Samsung, PNB, Perodua, Panasonic, Acidchem International, Sime Darby, Petron Malaysia Refining & Marketing, Dyson Manufacturing, Prince Court Medical Centre, Rahim & Co., TNB, Petronas Gas, Bumi Armada,  MMHE, Indah Water, Litrak, Institute Technology Perak, NAM Institute for the Empowerment of Women (NIEW).

Mr. Tan obtained his BSc. in Mechanical Engineering from the Strathclyde University, Scotland and MSc. (with Distinction) in Manufacturing Systems Engineering from the Warwick University, England.  Mr Tan also received extensive professional trainings and also presented many papers in Japan, Australia, The Netherlands, India, Taiwan, The Philippines, Thailand, Singapore and also locally. He is a life member of Association for Overseas Technical Scholarship (Japan).

A qualified ISO 9000 Quality Management Systems and EMS auditor and consultant, Mr Tan had attended and passed the IRCA registered auditing quality system course (lead auditor training course) and he also attended and passed EARA approved advanced EMS auditing course for quality personnel.

Mr. Tan has been judging quality improvement projects like QCC/ICC/QIT for various multinational and national organization and companies like PNB National Innovations and Quality Convention, Rapid KL ICC Convention, and was also a Chief Judge in MPC National and Regional QCC Conventions.  He also judged MAMPU National QCC Convention,

Mr. Tan represented Malaysia as a National Quality Management Award Expert in the National Quality Management Awards Round-Table Conference at Japan Productivity Center (JPC), Tokyo, which was sponsored by the Asian Productivity Organization (APO). Mr. Tan was a Lead Auditor of the Technical Audit Team in the yearly Prime Minister Quality Award and Quality Management Excellence Award for over 10 years. 

Mr. Tan also holds an internationally recognized blue-card as a practitioner in Methods-Time Measurement technique from the United Kingdom M-TM Association. 

Mr. Tan is proficient in both English and Bahasa Malaysia.