📑 Documentation & Information Management *coming soon
- 1. 1.1 – Why Personal Records Matter in Daily Life 00:00:00
- 2. 1.2 – Identifying Common Types of Important Documents 00:00:00
- 3. 1.3 – The Role of Documentation in Building Stability 00:00:00
- 4. 1.4 – Understanding Legal vs. Non-Legal Records 00:00:00
- 5. 1.5 – Consequences of Missing or Misplaced Documents 00:00:00
- 6. 1.6 – How Documentation Supports Independence 00:00:00
- 7. 1.7 – Connecting Records to Personal Goals 00:00:00
- 8. 1.8 – Recognizing Barriers to Keeping Documents Safe 00:00:00
- 9. 1.9 – Exploring Real-Life Scenarios of Missing Records 00:00:00
- 10. 1.10 – Why Agencies Require Proper Documentation 00:00:00
- 11. 1.11 – The Connection Between Records and Healthcare Access 00:00:00
- 12. 1.12 – The Role of Documentation in Employment and Housing 00:00:00
- 13. 1.13 – Using Records to Prove Eligibility for Benefits 00:00:00
- 14. 1.14 – When to Update Records and Keep Them Current 00:00:00
- 15. 1.15 – Building Motivation to Manage Documentation Effectively 00:00:00
- 1. 2.1 – Types of Identification Everyone Needs 00:00:00
- 2. 2.2 – Understanding Legal Documents (Birth Certificate, Social Security, ID) 00:00:00
- 3. 2.3 – Organizing Banking and Financial Papers 00:00:00
- 4. 2.4 – Creating a Step-by-Step Filing System 00:00:00
- 5. 2.5 – Using Folders and Labels for Easy Access 00:00:00
- 6. 2.6 – Color-Coding or Categorizing Documents 00:00:00
- 7. 2.7 – The Importance of Keeping Originals Safe 00:00:00
- 8. 2.8 – Making and Storing Copies for Backups 00:00:00
- 9. 2.9 – Identifying Documents That Expire and Need Renewal 00:00:00
- 10. 2.10 – Understanding Why Consistency in Organization Matters 00:00:00
- 11. 2.11 – How to Separate Urgent vs. Non-Urgent Papers 00:00:00
- 12. 2.12 – Identifying Trusted Helpers for Document Safety 00:00:00
- 13. 2.13 – The Role of Notarized Documents 00:00:00
- 14. 2.14 – Avoiding Mixing Personal and Professional Records 00:00:00
- 15. 2.15 – Reviewing and Updating Files Regularly 00:00:00
- 1. 3.1 – Why Tracking Bills Prevents Stress 00:00:00
- 2. 3.2 – Setting Up a Calendar for Due Dates 00:00:00
- 3. 3.3 – Identifying Types of Receipts to Keep 00:00:00
- 4. 3.4 – Understanding Monthly vs. Annual Statements 00:00:00
- 5. 3.5 – The Benefits of Tracking Expenses with Receipts 00:00:00
- 6. 3.6 – Separating Utility Bills from Other Payments 00:00:00
- 7. 3.7 – Recording Payments Made for Proof of Responsibility 00:00:00
- 8. 3.8 – Using Envelopes or Binders for Receipts 00:00:00
- 9. 3.9 – Organizing Statements by Month 00:00:00
- 10. 3.10 – Digital Options for Storing Bills and Statements 00:00:00
- 11. 3.11 – Understanding Overdue Notices and What They Mean 00:00:00
- 12. 3.12 – Using Documentation to Budget More Effectively 00:00:00
- 13. 3.13 – The Role of Receipts in Tax Season 00:00:00
- 14. 3.14 – Avoiding Common Mistakes in Bill Tracking 00:00:00
- 15. 3.15 – Reviewing Records to Build Better Habits 00:00:00
- 1. 4.1 – Introduction to Digital Record-Keeping 00:00:00
- 2. 4.2 – Choosing Safe Storage Platforms 00:00:00
- 3. 4.3 – Understanding Password Protection Basics 00:00:00
- 4. 4.4 – How Cloud Storage Works 00:00:00
- 5. 4.5 – Benefits of Scanning Important Papers 00:00:00
- 6. 4.6 – Creating Organized Digital Folders 00:00:00
- 7. 4.7 – Backing Up Files to Multiple Devices 00:00:00
- 8. 4.8 – Recognizing Unsafe Apps or Platforms 00:00:00
- 9. 4.9 – Avoiding Identity Theft Through Strong Practices 00:00:00
- 10. 4.10 – Using Secure Email for Sharing Documents 00:00:00
- 11. 4.11 – Digital Signatures and Their Purpose 00:00:00
- 12. 4.12 – Separating Personal vs. Work Digital Records 00:00:00
- 13. 4.13 – Keeping Financial Records Secure Online 00:00:00
- 14. 4.14 – Why Two-Factor Authentication Matters 00:00:00
- 15. 4.15 – Building a Routine for Digital Safety Checks 00:00:00
- 1. 5.1 – Introduction to Budgeting with Documentation 00:00:00
- 2. 5.2 – Identifying Income and Expense Categories 00:00:00
- 3. 5.3 – Using Paper Logs for Tracking 00:00:00
- 4. 5.4 – Benefits of Spreadsheet Tracking 00:00:00
- 5. 5.5 – Identifying Spending Patterns Through Receipts 00:00:00
- 6. 5.6 – The Role of Bank Statements in Budgeting 00:00:00
- 7. 5.7 – Setting Up Weekly or Monthly Review Routines 00:00:00
- 8. 5.8 – Identifying Needs vs. Wants in Records 00:00:00
- 9. 5.9 – Using Documentation to Build Savings Habits 00:00:00
- 10. 5.10 – Tracking Credit Card Usage Safely 00:00:00
- 11. 5.11 – Using Apps for Budget Documentation 00:00:00
- 12. 5.12 – The Link Between Bills and Budget Tracking 00:00:00
- 13. 5.13 – Identifying Warning Signs of Overspending 00:00:00
- 14. 5.14 – Using Documentation for Financial Planning 00:00:00
- 15. 5.15 – Building Confidence Through Budget Skills 00:00:00
- 1. 6.1 – Why Employment Records Matter 00:00:00
- 2. 6.2 – Keeping a Resume Updated Regularly 00:00:00
- 3. 6.3 – Storing Applications for Reference 00:00:00
- 4. 6.4 – Organizing Past Job History Documents 00:00:00
- 5. 6.5 – Identifying Pay Stubs That Should Be Saved 00:00:00
- 6. 6.6 – The Role of Recommendation Letters 00:00:00
- 7. 6.7 – Tracking Volunteer Work or Training Certificates 00:00:00
- 8. 6.8 – Separating Current vs. Past Work Records 00:00:00
- 9. 6.9 – How to File Employment Contracts Safely 00:00:00
- 10. 6.10 – Using a Binder or Digital Folder for Work Documents 00:00:00
- 11. 6.11 – Recognizing Documents Needed for Job Interviews 00:00:00
- 12. 6.12 – Using Employment Records for Career Growth 00:00:00
- 13. 6.13 – Benefits of Tracking Work Hours and Overtime 00:00:00
- 14. 6.14 – Identifying Skills Through Past Work History 00:00:00
- 15. 6.15 – Reviewing Records to Support Career Planning 00:00:00
- 1. 7.1 – Identifying Types of Medical Records 00:00:00
- 2. 7.2 – Why Insurance Documents Must Be Accessible 00:00:00
- 3. 7.3 – Understanding Benefit Award Letters 00:00:00
- 4. 7.4 – Organizing Prescription and Treatment Records 00:00:00
- 5. 7.5 – Creating a Health Information Binder 00:00:00
- 6. 7.6 – Separating Medical Bills and EOBs (Explanation of Benefits) 00:00:00
- 7. 7.7 – Recognizing Renewal Dates for Insurance 00:00:00
- 8. 7.8 – Identifying Emergency Contact Documents 00:00:00
- 9. 7.9 – Filing Immunization Records Safely 00:00:00
- 10. 7.10 – Understanding the Role of Disability Records 00:00:00
- 11. 7.11 – Benefits of Keeping Appointment Summaries 00:00:00
- 12. 7.12 – Using a Calendar for Renewals and Appointments 00:00:00
- 13. 7.13 – Understanding Confidentiality of Medical Records 00:00:00
- 14. 7.14 – Identifying Trusted Helpers for Health Records 00:00:00
- 15. 7.15 – Reviewing and Updating Medical Information 00:00:00
- 1. 8.1 – Understanding the Concept of Privacy 00:00:00
- 2. 8.2 – Why Privacy Matters in Daily Life 00:00:00
- 3. 8.3 – Identifying Safe Places to Store Records 00:00:00
- 4. 8.4 – Who Should Have Access to Certain Documents 00:00:00
- 5. 8.5 – Recognizing Risks of Oversharing Information 00:00:00
- 6. 8.6 – Safe Practices for Mailing Documents 00:00:00
- 7. 8.7 – Using Locked Storage at Home 00:00:00
- 8. 8.8 – Avoiding Sharing Information on Social Media 00:00:00
- 9. 8.9 – Recognizing Scams and Fraud Attempts 00:00:00
- 10. 8.10 – When It’s Okay to Share Sensitive Information 00:00:00
- 11. 8.11 – Practicing Safe Information-Sharing with Agencies 00:00:00
- 12. 8.12 – Understanding HIPAA and Health Privacy 00:00:00
- 13. 8.13 – Identifying Safe Helpers and Guardians of Records 00:00:00
- 14. 8.14 – Keeping Children’s Information Secure 00:00:00
- 15. 8.15 – Reviewing Safety Practices Regularly 00:00:00
- 1. 9.1 – Recognizing Commonly Lost Documents 00:00:00
- 2. 9.2 – First Steps When a Document Goes Missing 00:00:00
- 3. 9.3 – How to Replace a Lost ID or Social Security Card 00:00:00
- 4. 9.4 – Understanding the Cost of Replacement Documents 00:00:00
- 5. 9.5 – Using Copies to Prove Document Ownership 00:00:00
- 6. 9.6 – How to Contact Agencies for Help 00:00:00
- 7. 9.7 – Recognizing Scams During Document Replacement 00:00:00
- 8. 9.8 – Using Checklists to Prevent Future Loss 00:00:00
- 9. 9.9 – Building a Support Network for Assistance 00:00:00
- 10. 9.10 – The Role of Case Managers in Recovery 00:00:00
- 11. 9.11 – Identifying Emergency Solutions for Missing Records 00:00:00
- 12. 9.12 – Keeping Proof of Replacement Requests 00:00:00
- 13. 9.13 – Creating a Backup Storage System 00:00:00
- 14. 9.14 – Avoiding Repeated Document Losses 00:00:00
- 15. 9.15 – Building Confidence After Replacing Documents 00:00:00
- 1. 10.1 – Why Systems Build Independence 00:00:00
- 2. 10.2 – Identifying Long-Term Document Needs 00:00:00
- 3. 10.3 – Creating a Personalized Record System 00:00:00
- 4. 10.4 – Building a Routine for Document Checks 00:00:00
- 5. 10.5 – Teaching Family Members About Systems 00:00:00
- 6. 10.6 – Combining Paper and Digital Systems 00:00:00
- 7. 10.7 – Creating Emergency Plans for Document Safety 00:00:00
- 8. 10.8 – Using Calendars for Renewals and Deadlines 00:00:00
- 9. 10.9 – Identifying Life Changes That Require New Records 00:00:00
- 10. 10.10 – The Role of Organization in Independence 00:00:00
- 11. 10.11 – Reviewing Systems Monthly for Accuracy 00:00:00
- 12. 10.12 – Celebrating Success in Documentation Skills 00:00:00
- 13. 10.13 – Expanding Systems to Include Financial Growth 00:00:00
- 14. 10.14 – Building Legacy Files for Family Support 00:00:00
- 15. 10.15 – Maintaining Systems for Lifelong Stability 00:00:00
Course overview
Lesson Overview
2.4 – Creating a Step-by-Step Filing System: A step-by-step filing system saves hours of searching later. Start by sorting papers into categories like health, work, and money. Label folders clearly and store them in a safe place. Use color or symbols for quick recognition. Add new papers as they arrive instead of piling them up. Keep the most used documents easy to reach. Use a checklist to stay on track every month. Consider scanning for digital copies as backup. Review often to remove what’s no longer needed. A good system grows with you and keeps life organized.
About this course
Essential skills for organizing, maintaining, and protecting information to improve efficiency, accuracy, and compliance.
This course includes:
- Filing systems and organization templates for physical and digital documents
- Confidentiality and compliance checklists
- Tools and guides for creating accurate, professional reports