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3 Simple Filing Guidelines
One of the most basic ways
to find papers when you need them is to retrieve them from an
effective filing system. A good filing system will allow you
to find what you're looking for in 10 seconds or less.
Here are 3 simple filing guidelines
that can help:
1. CATEGORIZING.
A filing system is only effective,
if you can find everything you need, when you need it--without
a struggle. And all good filing systems have different categories
of papers. Your papers are either going to fall into a MAIN category,
or a SUB-category.
For example, a main category
might be FINANCIAL. Some
sub-categories within Financial, may be:
--Savings Account
--Checking Account
--Money Market Account
In your filing cabinet, your
main categories should always be hanging file folders with a
labeled tab. Your sub-categories should be labeled manila file
folders inside the appropriate main category hanging folder.
2. BASIC FILING SYSTEMS.
For the most part, people choose
to use one, or a combination of, these basic filing systems:
A. Alphabetical (A, B, C, D,
etc.)
B. Numerical (1, 2, 3, 4, etc.)
C. Chronological (Jan, Feb,
Mar, Apr, etc.)
The one you use, depends on
what you're using it for. For
example, if you need to keep files for all of your customers
(or associates, friends, etc.), alphabetical by last name usually
will work best.
For sequential case numbers
or projects that are numbered, a numerical system would probably
work best.
If it is necessary for you
to find things by date, then
chronological may be your choice.
Some people get really creative
and use a combination of these systems. For example, you may
want your main categories to be chronological, but the sub-categories
inside to be alphabetical.
3. LABELING.
If a file isn't labeled properly,
it's not going to be quick and easy to find:
* Always write your subject
on the tab of the file folder, close to the top of the tab, so
you can easily see it when you're looking through your files.
* Use a medium point, black
marker to label your files. Print; don't use script.
* Use as few words as possible
on the tab.
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Author: © COPYRIGHT MARIA GRACIA |
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ARTICLE POSTED
2002 |
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