Coding Records for Filing
Ease of retrieval and successful file management depends on
accurate filing. Entering the file code on a document tells at a
glance where it belongs in the files. The most effective method
of coding is to enter the appropriate file code, consisting of the
major group number, three-letter minor group acronym, and appropriate
folder number in a prominent place, such as the upper right corner
on each document as a routine office procedure when documents are
created or received. This can be automated by including the file
code in headers or footers on template documents related to functions
or activities. It may not be feasible to code all existing files,
but when a file is retrieved, it can be coded for accurate refiling.
Documents copied and filed in various locations need more
than one code. Circle the code for the file folder where the copy
of the document belongs.