In this lesson, we are going to learn about the basics of filing, including methods, categories, procedures, and how to maintain a safe and organised filing system in the workplace.
Filing is the process of storing records securely so they can be easily found when needed. You will learn what types of documents to file, how often to file, what equipment and folders are used, and the different methods of organising files—such as alphabetical, numerical, chronological, by subject, or by location. We’ll also explore how to form filing categories, create a filing key or index, and ensure that everyone understands how to retrieve and return files correctly.
You will also learn about best practices for filing correspondence, the importance of maintaining confidentiality, and how to use tools like file-out books or cards to track borrowed documents. Proper procedures for receiving, actioning, and filing documents daily or weekly will be covered, along with maintenance tips like replacing worn files and keeping storage areas neat. The lesson concludes with essential safety and housekeeping practices to keep filing systems efficient and secure.