File Conversions Services

Active Records/Backfile Conversions

• Backfile Conversion (Hardcopy and Digital)

• Bar-Code System Design

• Document Identification and Classification

• Document Preparation

• File Label and Bar-Code System Design

• Filing System Analysis

• Filing System Design

• Filing System Survey

• Indexing, Tracking, Retrieval Systems Development

• Off-Site Storage Records Preparation

• Policies and Procedures

• Records Management Database Population

• Records Purge

• Training, Training, Training

FILE CONSOLIDATION

Consolidating multiple systems to one efficient system. Generally, files are transported from many locations to one central area.

FILE MOVING

Packing and indexing records prior to a move generally in special file carts. Conducting receipt of all files and staging in proper sequence for refiling.

FILE PURGING

Pulling Records from an active system and preparing records for transfer to an inactive storage facility.

FILE SIMPLIFICATION

Analyze current record system to improve filing operations, purging, off-site storage and distribution. Revise operating procedures to improve filing operations.

FILE AUDIT

Checking each file for key documents or compliance to standards.

FILE VALIDATION

Verifying the existence of key documents in files against corporate standards.

FILE CONVERSION PLANNING

Coordination and performance with supervised labor to switch records from exist filing systems to new efficient color coded systems.

STAFFING SERVICES

Provide qualified, well trained and experienced filing personnel to maintain specific file operations. Provide experienced well trained supervisory personnel to maintain and manage customer file operations

CONSULTING SERVICES

Filing Source professional services staff works closely with a client to identify needs and system requirements through a detailed needs assessment and analysis of current operation. Filing Source's professionals evaluate how a client handles information and provides alternatives to handle information. The analysis helps to develop an information management strategy that when shared with a client, helps to develop future information management strategy. Areas generally Include: Media Storage, Active Record Criteria, Purge Criteria, Inactive Record Storage Criteria, Major Criteria, Alphabetic and Numeric Indexing Criteria.