Imagine having to retrieve data that was sent to you from a customer, nonetheless having no good fortune in finding it on your computer. It’s a nightmare circumstance that can lead to frustration, hold up and even skipped deadlines. That is why proper record management is really crucial for your business of any size.
The good news is that you will find proven methods for avoiding the pitfalls of disorganized document storage and improving total productivity. Here are some surefire ways for getting you began.
Use a Record Management System
Coordinate files in folders and subfolders within a hierarchical data format. The top-level folder could be a general category (for case, documents), plus the files should then be organized in specific files for each job or user. This keeps everything together, decreases confusion and inhibits a “tribal knowledge” approach in which multiple users get their own variant of the same file.
Standardize File and Document Naming
Your best file system will fail if everyone uses random, cryptic names with regard to their from this source files. Establish a set of rules to follow, such as like the date in the file name, to ensure consistency and make the documents easy to find.
Different Ongoing Work from Completed Work