Steps for Filing Records

Identify the role of the person in the picture.

• CEO

• Filing Clerk

• Office Manager

Filing clerks create files as required as well as ____, and _____.

• prepare folders, supply inventory

• Check calendar events, prepare meetings

• Check meeting room, retrieve files

The first step when filing is?

• Cross-referencing

• Sorting

• Inspecting

The 3rd step when filing is?

• sorting

• coding

• indexing

The last step when filing is?

Names are indexed by ?

• Circling the name

• underlining

• using slash marks

Names are coded by ?

• Circling the name

• underlining

• using slash marks

Cross-referencing is shown by a/an

• Tick

• Star

• X

One reason for cross-referencing is?

• A merge in companies

• Wrong name given

• Relocation of a business

When individual records are removed/borrowed from a folder, it is replaced with a/an

• Return Guide

• Out Guide

• Out Folder