Office filing system: training, course, overview of providers, checklists, questions and answers

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Filing system: Bring order to your work

Questions and answers

The structure of an office filing system could look like this:

  • Set up basic structure with priority system
  • Create folders and storage compartments according to a self-explanatory basic structure
  • Complete or bundle small tasks directly
  • Desk book as an alternative to paperwork
  • Use the recycle bin
  • Singletasking instead of multitasking
  • Completion of the task through careful filing
  • Always leave the workplace with a tidy desk

The following steps are important for document storage - whether digital or physical:

  • Consider a suitable folder structure (as well as subfolders or table of contents) or compartmentalization
  • Select a specific folder system: Location, hierarchy, file names, etc.
  • Fill new filing system with existing files / documents
  • Maximize efficiency, e.g. by eliminating paper documents thanks to digitization and corresponding software programs or by filing documents immediately after use
  • Ensure data protection (backups, protection against hacking, locking cabinets or offices)
  • Organize and manage access rights to folders (clear and transparent regulation required)
  • Regularly check and optimize document management (possibly with professional help)

Trays can prevent stress. Pending tasks can be collected in an inbox until you have time to complete them. However, they will certainly not be forgotten. Everything else can be easily sorted in a filing basket and quickly retrieved when needed. And this saves time. By sorting, you always know what is needed for what purpose and can meet deadlines. It is important for the flow of information in every company and it is also easier for others in the team to find their way around.

Filing trays are used for document management and organization. They are usually stackable, sturdy A4 plastic containers that can be labeled. This allows you to keep your office tidy and quickly find the documents you need when you need them. Alternatively, there are also hanging folders for in drawers or folders.

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Editorial management:

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Stefan Schmidlin, Educational Counseling, Content-Team Modula AG

Sources

Website of theSwiss Secretariat for Education, Research and Innovation SERI, Websitewww.berufsberatung.ch(official Swiss information portal for study, vocational and career guidance) as well as websites and other information from professional associations and education providers.

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