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Thread: How do you file?

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  1. #1
    Join Date
    Nov 2003
    Location
    Tabbyville, PA
    Posts
    15,827
    Ahh, a lot of you agree with me.... alphabetize, newest on top, and stapled.

    The problem is that we phased out the position of the person who did the filing and she won't be replaced. We're all going to file ourselves from now on. Nobody will be in charge of it. Hence the big hoopla over how it'll be set up.

    Basically, the store doesn't keep folders of people, they basically have daily transaction folders. They rely on the computer for the personal info. So it would be chronological. Say Mrs. Smith bought a sofa on June 25th. It would be in that day's folder. Say Mrs. Smith came back today to change something on her order. We couldn't find the original sales slip unless we knew which day she bought the sofa. We'd find her name on the computer, which would then give us the day she bought her sofa, which then we could pull that folder to make a note on the original paperwork. A little backward but, hey it works.

    The hoopla is coming when we have service requests. Say Mrs. Smith gets her sofa and it comes in with a hole in the fabric. We would then fill out a form for the service guys to go out and either fix the hole or bring out a new sofa. We'd file that in the service folder. Nobody agrees on whether to file these alphabetically or chronologically. If we do it chronologically, we fight over whether it shold be the newest on top or the oldest on top. You see.... if the oldest is on top and still there, we are alerted to WHY its not done yet. I have no idea what happens to the service requests once the service has been perfromed... we also can't agree on where those papers will go and how they'll be filed. Such drama!

  2. #2
    Join Date
    Sep 2002
    Location
    Northern Canada
    Posts
    5,530
    We legally have to file in date order, no matter when the document was received. Has to go in the file by the date it was written. Then filed by claim number, easier than alphabetically for my work situation.

    Of course, I do not file at all! I throw my filing in a big pile on a cabinet and my assistant does it for me. I freakin' hate filing; I love my assistant!

  3. #3
    Join Date
    Sep 2003
    Location
    Williamstown, Kentucky
    Posts
    3,481
    Get a manager to make a decision and stick with that filing system he/she agreed to use. Otherwise, stick them in one folder and watch the pile grow high. LOL
    Owned by my 8 precious furry kids... My 3 daughters Cindy & Abby & Aly and 5 sons Skinny, Stephen, Carson, Fuzzmuzz and Franklin.
    Owned by two special canine sons Coco and Snoopy and two canine daughters, Sadie and Gretchen

    Always in our hearts RBButterscotch & RBThumper, RB Ms. Eleanor

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