| 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. |
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