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06/04/2021

What are the 5 basic filing steps?

What are the 5 basic filing steps?

The five basic filing steps are conditioning, releasing, indexing and coding, sorting, and storing and filing.

What is the most common filing system?

Alphabetic filing

What is a good filing system?

Simplicity: The filing system should be simple and not too elaborate. Accessibility: A good filing system should be arranged in such a way that the records are easily available whenever required. The filing system should allow the insertion of additional documents without disturbing the existing order of files.

What is the correct way to file alphabetically?

a. alphabetize names by comparing the first unit letter by letter. If the first letters are the same, file in terms of the second letter, and so on. Names of individuals are filed as follows: last name, first name or initial, middle name or initial.

What are the 10 rules in alphabetic filing system?

Terms in this set (13)

  • 1)Sequential order. Name divided into 3 units.
  • Unit one(Key unit) Last name.
  • Unit # two. First name.
  • Unit # three. Middle name or initials.
  • 2)Miscellaneous words & symbols. Prepositions,conjunctions,articles & symbols considered separate.
  • 3)Punctuation.
  • Initials & abbreviations.
  • 5)Titles.

Which name comes first when filing alphabetically?

Alphabetical Order Rules for Names The names of individuals are indexed alphabetically by using their last names first, their first names or initials, and finally their middle initials or names. An initial or name using just one letter comes before a complete name starting with the same letter.

Which comes first in alphabetical order?

To determine which of two strings of characters comes first when arranging in alphabetical order, their first letters are compared. If they differ, then the string whose first letter comes earlier in the alphabet comes before the other string.

How do I sort names in alphabetical order?

Sort a list alphabetically in Word

  1. Select the list you want to sort.
  2. Go to Home > Sort.
  3. Set Sort by to Paragraphs and Text.
  4. Choose Ascending (A to Z) or Descending (Z to A).
  5. Select OK.

Is there an app that puts things in alphabetical order?

Alphabetizer

Do you alphabetize by first or last name?

How do you sort by last name?

In the pop-up Advanced Sort dialog, select the column you want to sort, choose Last name from Sort On drop down list, specified the sort order from the Order drop down list, and click the Ok button. See screenshot: So far the full name column has been sorted by last name at once.

Which last name goes first?

maiden

When you have 2 last names which one do you use?

8 Answers

  • For a non legally-critical situation, e.g. your name on a paper or a name tag at a conference, use your first last name only or hyphen both last names.
  • For legal and official stuff, use your full name as per your identity document so it cannot be used against you.

Can you legally have 2 last names?

Every state has its own rules on what you can and can’t do regarding name changes after marriage. In most states, you have the option to take your spouse’s last name, hyphenate your last names, use two last names without a hyphen, or move your maiden name to your middle name and take your spouse’s last name.

Which last name goes first moms or dads?

The surnames are always in that order, dad’s first, then mom’s surname. For convenience, people usually refer to people by their first surname (from dad), but both surnames are on all official documents and contracts.

Can I use both my maiden name and married name?

There is no rule that a woman has to use her husband’s name after she gets married. In many cases, a wife will keep her maiden name or use both last names after the marriage is made official.

Can I use my husband’s last name without legally changing it?

Many people believe that in a marriage one spouse is required to legally change their last name to match the other spouse’s last name. Anyone is free to keep their own name, hyphenate their name with a spouse’s name, take their spouse’s name, or come up with a completely different name altogether.

Can a married woman retain her maiden name?

But as explained by the Supreme Court, a woman is “allowed to use not only any of the three names provided in Article 370 but also her maiden name upon marriage.” She should not be prohibited to continue using her maiden name after she’s married and just change her marital status from single to married.

Do I need a reason to change my name?

You don’t need a good reason, just a legal one. You can change your name for any purpose short of breaking the law— and you can do it without a lawyer. 2. You don’t need a court order to change your name, just your marriage certificate.

What is a good reason to change your name?

There are various reasons for requesting a name change. It may be based on events such as divorce, or it may simply be based on dissatisfaction with the name. Some other fairly common reasons include: Taking the natural father’s name (e.g., after being born out of wedlock or adopted).

Will changing your name affect your credit score?

Will changing my name affect my credit history? No. Your credit history is linked to your personal information, including Social Security number, which typically doesn’t change over your lifetime. If you change your name, your previous credit history — for better or worse — will remain.

Is it disrespectful to change your birth name?

It may seem rude to someone, but it’s your name and if you’re an adult you have a legal right to change it if you wish.

What are the 5 basic filing steps?

The five basic steps for filing. Conditioning, releasing , Index and coding, Sorting, Storing and filing.

What is the proper way to file documents?

Filing your documents alphabetically is a simple and time-proven system. The name of each file folder corresponds to the name of each document. Many businesses use hanging file folders with tabs or sturdy preprinted file drawer dividers to separate the folders under each alphabetical heading.

What are the office filing rules?

Filing Rules

  • Rule 1: File by name in terms of the first letter.
  • Rule 2: If the first letters are the same, file in terms of the second letter.
  • Rule 3: File in terms of surnames.
  • Rule 4: If surnames are the same, file in terms of the initial.

What are the 7 steps to organize a home filing system?

7 Steps to Organizing Your Papers Like a Pro

  1. Step 1: Determine Where Your Papers Should be Stored.
  2. Step 2: Purge Your Existing File System.
  3. Step 3: Collect all your loose papers.
  4. Step 4: Gather Filing Supplies.
  5. Step 5: Sort & Label.
  6. Step 6: Handling the Action Papers.
  7. Step 7: Weed out & Maintain.

How do I sort my documents?

How to organize documents

  1. Separate documents by type.
  2. Use chronological and alphabetical order.
  3. Organize the filing space.
  4. Color-code your filing system.
  5. Label your filing system.
  6. Dispose of unnecessary documents.
  7. Digitize files.

What is the best way to organize your home files?

10 Home Office Hacks to Get You Organized Now

  1. PURGE PAPER. Pile of Papers.
  2. COLOR-CODE YOUR FILING SYSTEM. Create a Mail Organizer with File Folders.
  3. CREATE A MAIL STATION. Bins Used to Sort Mail.
  4. CREATE A PRINTING STATION. DIY Fauxdenza.
  5. STORE IN CONTAINERS.
  6. USE A LABEL MAKER.
  7. CATEGORIZE.
  8. ORGANIZE YOUR BOOKS.

What are the 3 types of filing systems?

Filing and classification systems fall into three main types: alphabetical, numeric and alphanumeric.

How do you organize large amounts of paperwork?

  1. Go paperless with bank statements and bills. Pixabay/stevepb.
  2. Purge your paper.
  3. Shred personal documents.
  4. Recycle your stacks of magazines and newspapers.
  5. Create a filing system.
  6. Put a recycling bag or bin near your front door.
  7. Create a “Take Action” station for papers that need to be dealt with.
  8. Store coupons in a binder.

Where should you keep important documents?

Where to Keep Your Important Papers

  • Wallet. You are, obviously, very limited in what you can keep in such a small space.
  • Safe Deposit Box. You can rent a safe deposit at your bank or credit union for a small annual fee.
  • Home Box.
  • Attorney.
  • Out-of-Area Friend or Relative.
  • Online or Digital Storage.

What are the most important documents to have?

What Are Important Documents?

  • Legal identification documents. Social Security cards. Birth certificates.
  • Tax documents. Tax returns. W-2s and 1099 forms.
  • Property records. Vehicle registration and titles.
  • Medical records. Wills, powers of attorney or living will.
  • Finance records. Pay stubs.

How do you protect important documents?

How to keep your documents safe

  1. Safe deposit box. Your best bet with storing important documents is a safe deposit box.
  2. Home safes. For documents you keep at home, or copies of documents in your safe deposit box, get a home safe.
  3. Use plastic page slips.
  4. Use the shredder.

How long do you need to keep important documents?

How long should you keep documents?

  1. Store permanently: tax returns, major financial records.
  2. Store 3–7 years: supporting tax documentation.
  3. Store 1 year: regular statements, pay stubs.
  4. Keep for 1 month: utility bills, deposits and withdrawal records.
  5. Safeguard your information.
  6. Guard your financial accounts.

What papers should I keep and for how long?

To be on the safe side, McBride says to keep all tax records for at least seven years. Keep forever. Records such as birth and death certificates, marriage licenses, divorce decrees, Social Security cards, and military discharge papers should be kept indefinitely.

What papers to save and what to throw away?

Important papers to save forever include:

  • Birth certificates.
  • Social Security cards.
  • Marriage certificates.
  • Adoption papers.
  • Death certificates.
  • Passports.
  • Wills and living wills.
  • Powers of attorney.

How many years of bank statements should you keep?

one year

How do I get my bank statements older than 7 years?

You need to contact the bank and ask. Banks do keep records typically going back 7 years, though bank policies vary.. Twenty years back would be unusual. Statements are kept digitally or on microfilm or microfiche, with the latter forms taking longer to retrieve.

Should I keep old P60s?

HMRC recommends that you keep your payslips and P60s for at least 22 months from the end of the tax year. So, any paperwork that refers to the tax year 2019/2020 should be kept at least until the end of January 2022.

How long should I keep bills and bank statements?

How long should you keep monthly statements and bills?

Chart: What records to keep, how long to keep them

Document How long to keep it
Credit card statements One month
Pay stubs One year
Bank statements Keep monthly statements for one year. Keep annual statements related to your taxes for at least seven years.
Utility and phone bills One month

How long should you keep car insurance papers?

seven years

Is there any reason to keep old pay stubs?

While paycheck stubs are important for verifying proof of income, they’re not one of the financial documents you need to hold onto permanently. As a general rule of thumb, it is a good idea to hold on to pay stubs for at least one year. You should hold on to these documents, and discard the paystubs.

How many years of pay stubs should you keep?

Can I throw away old Paystubs?

In general, you should keep pay stubs for up to a year, then it’s considered safe to throw them away. Make sure you properly shred them so no one can get ahold of your old pay stubs and glean personal information you don’t want public.

How long should I keep insurance documents?

Generally speaking, hang onto bills and bank statements for at least two years, and insurance documents as long as they are valid. When it comes to tax-related paperwork like pay slips, P45s and so on, HMRC suggests keeping them for at least 22 months from the end of the tax year they relate to.

Should you keep old car insurance documents?

You do not need to retain old bills. Current insurance policies for building and contents. Outdated policies should be discarded. You should ,however, keep together the vehicle registration form, MOT certificate, car insurance policy and any loan documentation relating to the purchase of the vehicle.

Do I need to keep old mortgage papers?

Keep the Most Important Papers Actual contract papers detailing your home purchase and original loan should be kept for the life of the loan. Other loan paperwork, such as refinancing agreements, should be kept for at least three years; some recommend keeping these as long as ten years.

How do you prove your house is paid off?

Documents that may be released after paying off your home:

  1. A statement showing that your balance is paid in full.
  2. Your canceled promissory note.
  3. A certificate of satisfaction.
  4. Your canceled mortgage or deed of trust.

What papers to keep after someone dies?

What documents should you keep after a person’s death?

  • Original birth and death certificate (both for the deceased person and any predeceased spouse);
  • Original marriage certificate, prenuptial agreement and decree of divorce;Original stock, bond and other asset ownership certificates;

How long do you keep mortgage documents after selling of home?

three years

What House documents do I need to keep?

until you sell your home. Closing documents: Retain a copy of any document signed during your home’s closing as a backup. This may include the purchase agreement, addendums, disclosures and repair requests, escrow information, inspection reports, and a closing statement.