Quick Answer: What Are The 5 Basic Filing Steps?

What is the best way to organize paperwork at home?

Hang magazine holders or wire files on the wall to organize mail and other documents in an efficient manner.

Using your airspace helps to keep important papers visible and top-of-mind.

Label the hanging files to make organization fast and simple.

Or use your wall space to create a message center..

Does a file cut both ways?

First, a file is like a saw blade and only cuts in one direction. … The second reason filing back and forth is not wise is that it will clog the file and become less efficient. When a file is pushed forward the cut material collects between the teeth of the file.

What is a filling system?

Filling systems cover a large number of systems of different designs, from tiny filling systems with automatic or semi-automatic procedures to complex automation systems. Depending on design, they combine feeder technology, packaging technology, robotics and visual object recognition systems.

What are the two most common filing techniques?

You have two basic methods: straight filing and draw filing. Here’s the difference between the two: Straight Filing: The first and most basic filing technique is called straight-filing, and involves pushing the file lengthwise across the work, making contact only on the forward stroke.

What is good filing system?

Economy: The filing system should be economical in time, space, money and operations. The cost of installation and operation of filling system should be as low as possible. The selected filing equipment should occupy minimum space but can accommodate maximum number of files.

What is modern filing system?

Horizontal Filing system is a modern type of filing. The documents or letters are chronologically placed in folders one upon another in horizontal or flat position. The latest documents are placed on top and the oldest at the bottom in the folder.

What is manual filing system?

Definition. A manual filing system is “a structured set of personal data that are accessible according to certain criteria.”

How do you create an effective filing system?

Steps to make a filing system more functionalDetermine how you want to retrieve the files. … Label each hanging and manila folders. … Stick with the same labeling system. … Leave space in the drawer for new files. … Lay the paper in the folders so you can see the tabs. … Find a filing cabinet that will hold all your files.

How do you organize documents?

Always arrange / place the documents / certificates with the latest ones first and the oldest one in the last. Similarly, while writing a resume / profile, you always need to start with your latest one and go down to the older ones.

What does cross filing mean?

straightforward filingCross filing, also known as straightforward filing, is the most commonly used filing technique and can be executed with any type of file. It is also the most commonly misused filing technique!

What are the four types of filing systems?

The most common filing systems are easy to implement and provide a means of effective file management.Alphabetic Filing. Alphabetic filing is the most common filing system for less than 5,000 records. … Numeric Filing. … Alpha -numeric Filing. … Paperless Filing Systems.

How do you file a name?

alphabetize names by comparing the first unit letter by letter. If the first letters are the same, file in terms of the second letter, and so on. Names of individuals are filed as follows: last name, first name or initial, middle name or initial.

What are the 5 basic filing systems?

Five basic filing steps are: Conditioning, Releasing, Indexing and Coding sorting. 1. Conditioning; Removing all pins, brads, and paper clips; Stapling related papers together; Attaching clippings or items smaller than page-size to a regular sheet of paper with rubber cement or tape. 2.

What are the steps in filing system?

7 Important Steps in Office Filing ProcedureOrder to File. All documents need not be filed because all papers are not equally important. … Preparation. In preparing the record filing, the record clerk should read the paper and ascertain its filing classification. … Sorting and Filing. … Follow up Slip. … Retrieval. … Transfer Files. … Retention.

What is the most common filing system?

Alphabetic systemsAlphabetic systems are the most natural and common method of arranging files. However, even the simplest alphabetic system requires establishing, filing standards, including written filing procedures, cross-reference methods, and practices for filing duplicate name changes, etc.

What are the 3 types of filing systems?

Most Common Filing Systems Filing and classification systems fall into three main types: alphabetical, numeric and alphanumeric. Each of these types of filing systems has advantages and disadvantages, depending on the information being filed and classified.