Chapter 4
I Know It’s Here Somewhere
In This Chapter
Identifying your filing system options
Selecting the best filing system for your situation
Naming folders and files
Organization breeds efficiency — in most cases, this familiar phrase is accurate. However, in some cases, it doesn’t quite hold true. Implementing a filing system that doesn’t meet your company’s needs is an example of an organization that creates inefficiencies. You can organize your information and place it in folders, but if you can’t find what you need when you need it, it may be time for a filing makeover.
The goal of this chapter is to help you understand document filing options to help you select the approach that works best for your company. This includes an analysis of methods for filing paper and electronic information, as well as a look at filing equipment and supplies.
Filing Methods
Prior to implementing your filing system, you’ll want to spend some time reviewing commonly used methods. Obtaining an understanding of how each method works can help you make the correct choice (or choices). Most companies use more than one filing system. The types of records you create and receive are going to determine ...
Get Records Management For Dummies now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
