Office Assistance · Level 4 · 4 Chapters
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Office Paper Records in Office Assistance Level 4 covers how an office creates, finds, tracks and updates its paper files. Creating clients' files comes first: standard procedures, file types, classification, coding, indexing, a filing system, security and storage. Identifying and retrieving files follows, using a file register, cross referencing and the record management policy, with files released and recorded. Monitoring file movement relies on tools for movement control and a file routing system. The last outcome updates file records, covering disposal methods, archiving of inactive files and the office records report.
Every office that handles clients, patients, learners or suppliers depends on someone who can find a file at once. This unit prepares you for that role.
The records skills here support the Business Communication and Telephone Calls units, where information must also be recorded and traced.