Workshops: Workshop Handouts:

ACT 101: Files Management Workshop

Fast and accurate retrieval of active office records is critical for the efficient operation of government. This workshop will discuss how to assess your filing system, conduct space planning, use color coding, maintain file security, and improve paper and electronic filing systems. This workshop is typically given in the fall.

Handouts

Workshop workbook (PDF)

Supplemental Materials:

The following files will help you develop your own documented files management system. You can copy information from these documents and modify them to suit your particular needs. Below are brief descriptions of these files. Email the training unit at ARCHTRAIN@mail.nysed.gov for a copy of these files on CD.

    • Master File Plan: This is a copy of a master file plan devised by the Town of Salina. It includes a detailed listing of the hierarchical structure the town uses to file all its active records.
    • Standard Filing Rules: This is a copy of the detailed filing and naming rules developed by and followed by the Town of Salina.
    • Sample Filing System Policies and Procedures: This is a sample of the wide-ranging policies and procedures an organization may maintain on all of its active filing systems.

Related workshops

Registration

To register, check our schedule first. To request that we offer this workshop at another time, please contact the training unit at ARCHTRAIN@mail.nysed.gov.

Workshop current schedule

Online registration help

Questions?

Consult our collected list of frequently asked questions (FAQs) or contact the Archives' training unit at ARCHTRAIN@mail.nysed.gov.