Active Records/Backfile
Conversions |
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Backfile Conversion (Hardcopy and Digital)
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Bar-Code System Design
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Document Identification and Classification
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Document Preparation
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File Label and Bar-Code System Design
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Filing System Analysis
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Filing System Design
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Filing System Survey
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Indexing, Tracking, Retrieval Systems Development
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Off-Site Storage Records Preparation
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Policies and Procedures
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Records Management Database Population
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Records Purge
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Training,
Training, Training
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FILE
CONSOLIDATION |
| Consolidating multiple systems to one efficient system. Generally, files
are transported from many locations to one central area. |
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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. |
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FILE PURGING |
Pulling Records from an active
system and preparing records for transfer to an inactive storage facility. |
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FILE SIMPLIFICATION |
Analyze current record
system to improve filing operations, purging, off-site storage and distribution.
Revise operating procedures to improve filing operations. |
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FILE AUDIT |
Checking each file for key documents
or compliance to standards. |
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FILE VALIDATION |
Verifying the existence
of key documents in files against corporate standards. |
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FILE CONVERSION PLANNING |
Coordination and
performance with supervised labor to switch records from exist filing
systems to new efficient color coded systems. |
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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 |
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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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