File management

Cards (7)

  • Naming Conventions
    Selecting appropriate file names that provide enough context about what the file contains
  • Version control
    This is a method of managing multiple versions of the same document in order to make it clear what modifications have taken place.
  • Restricted access
    Only allowing authorised users to access and ,if necessary, alter file content.
  • File location
    Information should be given on where the file is being stored so that it is easy and clear to find
  • Housekeeping
    The process of maintaining a organised file storage system by clearing out and deleting files when necessary.
  • Backup procedures
    Backup copies of data should be made on a regular basis so that if anything were to happen, nothing is permanently lost or changed.
  • Benefits of good file management (flip for consequence)
    Less time is spent looking for files meaning there is Less stress for employees.
    Faster location and retrieval of information aids effective decision making.
    Ensures the computer system is not slowed down due to too many files being stored unnecessarily.
    Fewer lost documents.
    Version control helps ensure that the most up-to-date versions are used
    Less likely to expose confidential information therefore less chance of breaching GDPR
    Improved efficiency and productivity can lead to cost savings and greater profits.