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Austin, Texas 78754
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Selecting the Right Filing System
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System Evaluation1...

Is the System logical?  Logic speeds learning, so staff members do not have to rely on memory alone. The new method behind the system should be clear and should follow a definable line of reasoning.


Is the system practical? Does it do what you want it to do? The system should not be so sophisticated or complex that it fails to serve the purpose for which it was designed.


Is the system simple? Simple here means easy to learn. The system should be as straightforward as possible, with little (or preferably no) room for interpretation.


Is the system functional? Does it relate to the function of the records it addresses? As mentioned earlier in the selection characteristics, an alphabetical system would be ill suited to records called for buying number, and a numeric system would be inappropriate for records requested by name alone.


Is the system retention-conscious? Your filing system should be linked to your records control schedule in a way that allows you to remove records for active to inactive storage, and to remove those with expired retention periods. These activities should be done according to your government's approved record control schedule.


Is the system flexible? You should be able to expand as needed. Additional or different classifications might be needed in the future or your office may experience unforeseen growth. Your filing system should be able to accommodate growth as well.


Is the system standardized? The terms used in the general classification plan should be standardized, because using different terms to describe the same record or subject will cause confusion. Also, there should be a written set of rules that all filing personnel follow, to avoid lost files, misfiles, and unplanned duplication of records and filing locations. For instance, one person should not file correspondence under the name of the sender if your office rule is to file under the topic of the document.

 


1  Records Management Division of the Texas State Library, The Local Record, Summer 1990.

 Selecting the Right Filing System | Filing System Characteristics | Access Systems  | Filing System Evaluation

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