Friday, October 11, 2013

Managing records

Managing records is knowing what needs to be filed and what needs to be discarded.  What needs to be filed is not just placed in a basket, it is organized in a specific manner.  What needs to be filed is filed for a reason. Documents are filed to obtain backup  for certain reasons, i.e. for legal matters,  financial reasons, for historical purposes,and for daily operations.
When managing documents one must take special precautions.  You would think that it is just tucked in on the file by the first letter according to the alphabet.  Well it makes sense, but what if there are five Mary Wilson, or 7 Harold and Sons Inc..  There is more depth involved in filing.  Yes the alphabet is used but there are other rules like for example; did you know that a file with a number is filed before the letter A?  And did you know that number 5 would be filed before roman numeral V? yes and don't get me started on government documents they are a little more challenging.
We also have different types of record storage systems, just to give an example we have your regular filling cabinets, you know  that grey,  four drawer, metallic thing, it is called a vertical file system.  There is another form of storage the one you see in a doctor's office or a clinic this type of storage is called open shelf filing system.

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