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Chapter 23 outlines the office filing system procedures, detailing the organization and maintenance of various file types including proposal files, open job files, closed job files, personnel files, time card files, expense report files, purchase order files, safety forms, and office manuals. It specifies the required folder types, labeling conventions, document organization methods, and access restrictions to ensure efficient record-keeping and compliance with corporate policies.

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What is the most appropriate filing system?

If your volume of records is small, an alphabetic system is usually adequate; however, in an office where the filing system needs to be expandable, a better choice may be a numeric or alpha numeric system.

What are the 5 basic filing systems?

How to Create and Maintain an Effective Filing System 1 Name your folders in a consistent way. 2 Color code each of your files. 3 Store all documents related to a project in one folder. 4 Create subfolders to keep file under 12 inch (1.3 cm) thick. 5 Purge unnecessary documents. 6 Keep a stack of new folders handy.

How do I organize my Office files?

Placement of tabs: Straight-line filing (with all tabs in a single file, to one side or the other) is best. If you stagger the tabs in a pattern (left -- middle -- right), youll always need to reset the tabs on all the folders if you insert a new folder or remove one. Straight-line filing alleviates that headache.

How to create a filing system for an office?

The three most commonly used filing systems include: Alphabetic filing system - This approach is appropriate when working with less than 5,000 files. Numeric filing system - This method assigns numerals as opposed to alphabet letters while storing files.