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Office management question: Need assistance in ...


Sent to General Experts November 02, 2006 10:37 a.m.

Office management question: Need assistance in organizing a file system for hard copy documents, letters, forms, sheets of information, wills, saved pages of information, etc.

Thank you.

My difficulty is in sorting (not alphabetizing) like- materials, placing them logically in file cabinets - so that I can remember where things are filed. There are many topics/subjects involved from tax files, investment reports, personal and business letters, speicialized directions, to simply interesting information, copies of documents, etc. I need some assistance in the development of a logical system which is reproducable. Thanks

Customer (name blocked for privacy)
Status: Closed   Value: $15   
Answer
November 02, 2006 11:23 a.m. (45 minutes and 26 seconds later)
REPLIED Check Mark

Hello Mark and welcome to JustAnswer!

I did that same work for my office and I will describe what I did which I hope may give you some helpful ideas.

First I organized my place by access priority, that's assigned the closest file cabinet for the papers I will need most and the farhest for stuff that I will need once a month or less.

The second step was sort the stuff by their priority which took the greatest time but usually the forms/sheets are of highest priority (sort of "input" material) and then business letters, invoices etc. I also have 3 baskets of incoming, processed and outgiong papers that I don't keep in file cabinets.

Since I have 3 file cabinets I separated my files/papers into 3 piles, then sorted every pile logically and for every category I prepared a separator with a big yellow printed label which I separates files of different categories apart. These separators are placed in alphabetical order. Outside the drawer I have a list which indicates in alphabetical order the categories.

So when I look, say for a paper about a new technical approach I know my it's in my "miscellaneous technical" drawer, which is in my farthest third file cabinet. I pull open that drawer and find the yellow separator "technical papers", my files are actually transparent pouch type and there's a label with a few keywords relating to the contents of the paper(s), like "pneumatics, new technology, calculations".

Let me know how you like these and also if I can be of any further help.

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Sent November 02, 2006 1:01 p.m. (1 hour and 38 minutes later)

This, I'm sorry to say, doesn't suit my needs. Can I not receive additional answers and accept the one which more nearly solves my problem?
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November 02, 2006 1:20 p.m. (18 minutes and 58 seconds later)

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Picturetex-eng  -- Engineer -- 100% Positive Feedback on 370 General Accepts
Engineer, very good math skills, problem solver and researcher
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November 02, 2006 4:14 p.m. (2 hours and 53 minutes later)

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Rsposta4u  -- Philomath -- 100% Positive Feedback on 142 General Accepts
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