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3
Simple Filing Guidelines
by
Maria Gracia
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:
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.
BASIC FILING SYSTEMS. For the most part, people choose to use
one, or a combination of, these basic filing systems:
-
Alphabetical
(A, B, C, D, etc.)
-
Numerical
(1, 2, 3, 4, etc.)
-
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.
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.
by
Maria Gracia - Get Organized Now!
Want to get organized? Get your FREE Get Organized Now! Idea-Pak,
filled with tips and ideas to help you organize your home, your office
and your life, at the Get Organized Now! Web site
http://www.getorganizednow.com
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