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Presentation on theme: "ADMINISTRATION REVISION - BLOCK 5 STORAGE OF INFORMATION."— Presentation transcript:


2 STORAGE OF INFORMATION. Data needs to be kept so that it can be accessed again at any time. Filing means storing information in a particular way Filing can be either: Manual or Electronic when paper documents need to be kept in cabinets when records are kept in a database on computer This means filing data A database is the name of the software application which stores records An example of database software is Microsoft Access

3 No matter the method of filing, it must be: simple and easy to use capable of expansionie future-proof accessible by all who need to use it economical in terms of cost and space secure from unauthorised access capable of keeping files safe from damage WHAT MAKES A GOOD FILING SYSTEM? The Essential Features

4 FILING EQUIPMENT For Manual Filing Folders eg pocket and lever arch Vertical filing cabinets Lateral filing cabinets Horizontal filing cabinets Rotary file Card Index Box files Filofax Trays Clips and staples

5 FILING EQUIPMENT For Electronic Filing Floppy Disc Hard Disc CDRom and DVD Database Software eg MS Access

6 METHODS OF FILING The order into which records are sorted Alphabetical simple and easy to usebut not easy to expand long term Numerical - records sorted alphabetically by surname or firms name - records sorted by account number or reference number because some letters of the alphabet are more common than others capable of endless expansion since a new customer is given next number but a manual system needs an alphabetical index to find customers file Chronological - records are organised in date order all manual methods use this since the newest documents are placed at the front of the folder more methods on the next slide …. the name is the filing point the account/reference number is the filing point the date is the filing point

7 These 5 methods of filing are also known as methods of indexing Geographical Subject - records are sorted according to place eg the town in the customers address - records are sorted according to a category or topic eg like books in a library with a crime section, travel section etc could be used by sales representatives who cover different areas could be used by department stores or supermarkets where the names of the products stocked is the filing point MORE METHODS OF FILING the town or city is the filing point the item is the filing point the towns are arranged alphabetically arranged alphabetically by item

8 MANUAL FILING PROCEDURE Only file documents which have a release mark Decide the filing pointie the surname if alphabetical account number if numericaldate if chronological such as Pre-sort documents on desk Working in one drawer at a time, remove the first file Place the document at the front of the file Replace file in the proper place in the drawer Repeat the process till all documents are filed File regularly or ….. Collect documents from out trays or filing trays …… it becomes a chore

9 Now answer the following questions in sentences on paper. 1 Why is it necessary to file? 2 List 3 features of a good filing system, manual or electronic. 3 What do you understand by the term filing point. 4 Which indexing method uses surnames as the filing point 5 Give a major drawback of using this method of indexing? 6 What is the major advantage of using numerical filing? 7 What is meant by chronological order? 9 When would geographical filing be appropriate. 10 How would you know a document was ready for filing? 8 How do all methods of filing use chronological order? Now check your answers with the solution and note your score.

10 PROBLEM SOLVING You have been asked to pre-sort documents from clients. Arrange them into alphabetical order prior to filing them away. John Smith and Sons Mr James Patterson Paterson Fabricators Mr J Smith The Albany Hotel Mrs T Andrews Mr Peter Albarn Saint Andrews Hospice Thomas Andrews Plc Santos Mining Corporation The Fabric Shack Alba Antiques Now check your answer with the solution and note your score. Solve the following problem on paper.

11 MICROFILMING When firms begin to run out of storage space, microfilming is an option Documents are photographed and reduced to the size of postage stamps Strips of film are stored in transparent wallets called jackets A sheet of film with hundreds of reduced A4 documents is called fiche Equipment required for microfilming: camerareader/viewerfor enlarging a document back to reading size processorto develop the filmprinterto get a hard copy when required Microfilmed documents last longer than their paper originals Another option when storage space becomes critical …. Electronic filing The filmed documents are stored on rolls, cards or sheets Libraries microfilm back copies of newspapers

12 WHAT IS ELECTRONIC FILING? Storing information in a computer databaseAnswer - What exactly is a database? Answer -Any collection of data What does a database look like? Answer -A manual database could be a telephone book or card index Question - A computer database is an application that stores records on computer file Question -How is a computer database structured? Answer -In a grid with columns, called fields and rows called records Question -What does a computer database have over the manual version? continued over …….

13 ADVANTAGES OF A COMPUTER DATABASE Records are more easily added, deleted and edited when details change than they would be in a manual database Storage space is greatly reduced compared to manual filing cabinets This makes storage much cheaper once the computer has been purchased Records are searched much quicker than manual, so its easier to find a particular item Records can be reorganised into a different order in seconds Records do not get damaged like paper files can Records can be made secure by use of password access Files can be shared and worked on by several people simultaneously Tippex

14 ELECTRONIC FILING PROCEDURE 1Open up the appropriate database 2Key in the data under the appropriate field names in the next row 3Sort the database into the order normally kept eg alphabetical 4Save the database

15 Now answer the following questions in sentences on paper. 1 How can large numbers of documents be stored in a small space? 2 What is microfiche? 4 Name a software application which stores records ? 5 What is the name of the database software you use? 6 Name 3 advantages electronic filing has over manual filing. 7 How can a record be found quickly from a large database? 3 What is a microfilm reader used for? 8 How can databases be made secure? 9 Name the legislation covering data held on computer? 10 How would you change someones address in a database? Now check your answers with the solution and note your score.

16 PROBLEM SOLVING At the moment the sports centre where you work as an Administrator keeps its members records on index cards. You have been asked for your views on the whether these records should be transferred on to the centres computer. Prepare a memo to the centres manager on the advantages and disadvantages of this proposal and come to a conclusion based on the points you have made. This task may be done on computer or on paper. Now compare your results with the solution and note your score.

17 PROBLEM SOLVING This task may be done on computer or on paper. You work as an administrative assistant for a large organisation which currently stores all its records manually in filing cabinets. It is shortly moving to smaller premises and has no space for all its records. Prepare a report to the General Manager outlining 2 possible options. Your report should detail all the implications of both methods. Now check your answer with the solution and note your score.


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