Office Paper Records

Office Assistance · Level 4  ·  4 Chapters

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What Office Paper Records covers

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.

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Careers after Office Paper Records

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.

  • Registries in county government offices - create and classify files, keep the file register and release files by record, so that officers can trace a file in minutes.
  • Hospital and clinic records offices in Kisumu - code, index and store clients' files securely, and archive inactive files under the records management policy.
  • Law and accounting practices in Nakuru - monitor file movement with registers and routing, and update file records as matters progress.
  • School and college administration offices in Machakos - maintain filing systems for student and staff documents and prepare the office records report.
  • Records and filing services for small businesses in Thika - set up a filing system for a client, code and index the files, and earn through monthly or per-job fees.

The records skills here support the Business Communication and Telephone Calls units, where information must also be recorded and traced.

Chapters

What Office Paper Records covers: 25 main topics in 4 chapters

1. Create Clients' Files

  1. 1.1 Standard operating procedures for creating file
  2. 1.2 Types of files
  3. 1.3 File classification
  4. 1.4 Establishing a filing system
  5. 1.5 File Coding
  6. 1.6 File indexing
  7. 1.7 File safety and security
  8. 1.8 Information security
  9. 1.9 Handling filled up files
  10. 1.10 File storage

2. Identify and retrieve files

  1. 2.1 Standard operating procedures for retrieving files
  2. 2.2 Standard operating procedures for releasing files
  3. 2.3 File register
  4. 2.4 Cross referencing of files
  5. 2.5 Recording retrieved files
  6. 2.6 Record management policy

3. Monitor file movement

  1. 3.1 Standard operating procedures for file preservation
  2. 3.2 Tools for file movement control
  3. 3.3 File routing system
  4. 3.4 Information security

4. Update file records

  1. 4.1 Standard operating procedures for updating file records
  2. 4.2 Methods of file disposal
  3. 4.3 File disposal procedure
  4. 4.4 Archiving inactive files
  5. 4.5 Preparing office records report

Revise this unit

3 more for this unit

Beyond the syllabus

Other units in Module II