Electronic Filing
Posted by Jonathan Veal on Wednesday, April 18, 2012
Under: Electronic Filing
We all hate admin tasks, they are boring and take up our valuable time. And filing is as tedious as it gets, so what's the point? Well, there are several reasons to have a good filing system;
1. To reduce the time spent searching for key information
2. To meet data protection obligations to destroy sensitive information when it is no longer required
3. To meet legislative obligations to keep certain records for a specific period of time
4. To ensure confidential information is stored securely
A good filing system doesn't have to be complex and can handle both electronic and paper records. It is possible to build a simple file plan using the standard computer file system to create a hierarchy of folders, and a spreadsheet such as Microsoft Excel to create an index to them. For more complex requirements a commercial electronic document and records management systems (EDRMS) can be purchased, although these can be expensive.
The important thing is to file your documents as and when you receive or create them. If you leave the filing until you have more time the chances are it will never get done. Murphy's Law will ensure that the time you can't find the documents you want and regret not filing them properly will also be the time you are busiest.
1. To reduce the time spent searching for key information
2. To meet data protection obligations to destroy sensitive information when it is no longer required
3. To meet legislative obligations to keep certain records for a specific period of time
4. To ensure confidential information is stored securely
A good filing system doesn't have to be complex and can handle both electronic and paper records. It is possible to build a simple file plan using the standard computer file system to create a hierarchy of folders, and a spreadsheet such as Microsoft Excel to create an index to them. For more complex requirements a commercial electronic document and records management systems (EDRMS) can be purchased, although these can be expensive.
The important thing is to file your documents as and when you receive or create them. If you leave the filing until you have more time the chances are it will never get done. Murphy's Law will ensure that the time you can't find the documents you want and regret not filing them properly will also be the time you are busiest.
In : Electronic Filing