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Ch06 records management

1) Alphabetic records management involves storing records according to the letters of the alphabet using various storage equipment like file cabinets and shelf files. 2) Proper storage supplies and equipment like folders, guides, labels and sorters aid in the efficient storage and retrieval of records. 3) Considerations for selecting a records storage system include the type and volume of records, available space, and cost.

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RECORDS MANAGEMENT Judith Read and Mary Lea Ginn Chapter 6 Alphabetic Records Management, Equipment, and Procedures Copyright 2011 South-Western, Cengage Learning
Correspondence Records Storage • Storage–placing records on a shelf or in a file drawer according to a storage method • Storage methods – Alphabetic, subject, geographic – Numeric or chronologic • Alphabetic records management—storing records according to letters of the alphabet 2
Storage Equipment • File cabinets – Vertical file cabinets – Lateral file cabinets • Shelf files • Mobile shelving 3 The HON Company Vertical file cabinets are common storage equipment.
File Capacity • Consider file capacity and floor space requirements when selecting equipment 4
Storage Supplies • Use of proper supplies aids in efficient storage and retrieval 5 This rotary shelf file has bins for storing records. Courtesy of KardexRemstar
Guides • Rigid dividers used to identify a section in a file • Made of pressboard or plastic • Primary guides • Special guides 6
Folders • Used to hold and protect records in a file • Are available in various cuts and positions 7
Folders • General folder—for records to and from correspondents with a small volume of records • Individual folder—for records of an individual correspondent with several records • Special folder—for records stored behind a special guide 8
Care of Folders • Limit the number of records in a folder • Use score marks to expand folders • Insert records with the top to the left • Use a follower block to hold folders upright 9
Types of Folders • Suspension folder—has hooks on each side that hang from metal rails on a file drawer • Bellows folder—has a top flap and sides to enclose records in a case • Pocket folder—has partially enclosed sides and more expansion at the bottom than an ordinary folder 10
OUT Indicators • Control devices that show the location of borrowed records – OUT guides – OUT folders – OUT sheets 11
Labels • Contain the names, subjects, or numbers assigned to file folders – Container labels – Guide labels – Folder labels • Bar codes may be placed on labels along with names 12 Ames Color-File, www.amescolorfile.com Color-coded labels aid in storing records.
Sorters • Used to arrange records into alphabetic or numeric categories – Hold records temporarily prior to storage – Make locating unfiled records easier 13 Placing records in a sorter saves time when storing records.
Selection Considerations • Type and volume of records • Degree of protection required for records • Efficiency and ease of use of the system • Space available • Cost 14
Advantages of Alphabetic Storage • Alphabetic storage does not require an index • Alphabetic order is easy to understand • Storage is easy following standard methods • Misfiles are easily checked • The direct access feature can save time • Related records for one name are grouped together 15
Disadvantages of Alphabetic Storage • Rules must be followed to prevent misfiling • Similar names may cause confusion • Misfiles can result in lost records • File names are not confidential • Related records for different names are not grouped together 16
Considerations for System Selection • The total volume of records • The number of records in each alphabetic section • The expected activity in the files • The length of time records are to be kept • The efficiency of the filing personnel • The time and resources available for training 17
Storage Procedures • Inspecting • Indexing • Coding • Cross-referencing • Sorting • Storing 18 This letter has release marks and is coded for filing.
Tickler File • A date-sequenced file by which matters pending are flagged for attention on the proper date • Also called a pending file • May be a physical or electronic file 19
Finding Misfiled Records • Look in the folders in front of and behind the correct folder • Check for transposition of numbers or names • Look in preceding years or related subjects • Look in the related general folder • Look in the sorter or containers of unfiled records 20