Forms, including insurance forms, membership forms Element 3:Maintain existing recording and filing systems Invoices, such as from suppliers, to debtors 3.1 Maintain recording and filing systems according to enterprise policies and procedures Personnel records, including personal details, salary rates 3.2 Allocate new documents to designated category Information on training Monitor the issue and return of documents to ensure the 3.3 Marketing integrity of the system is maintained Financial figures 3.4 Archive, remove and update documents to ensure appropriate Production targets. available for current records Organisational requirements may include: 3.5 Identify and locate required files and dispatch to nominated person or section within designated time limits Security and confidentiality requirements 3.6 Monitor and record file and document movements Legal and organisational policy/guidelines and requirements 3.7 Maintain documents in good condition and in correct location Management and accountability channels 3.8 Separate confidential files from general files, with access Code of Conduct/code of ethics available to nominated personnel only Procedures for updating records 3.9 Monitor security system to ensure issued are traceable at Information protocols. all times Inactive or dead files may include: Completed projects/events Old clients Paid accounts Ex employees. Reference and systems may relate to: Alphabetic Numeric Alpha-numeric Topic
Element 3:Maintain existing recording and filing systems 3.1 Maintain recording and filing systems according to enterprise policies and procedures 3.2 Allocate new documents to designated category 3.3 Monitor the issue and return of documents to ensure the integrity of the system is maintained 3.4 Archive, remove and update documents to ensure appropriate available for current records 3.5 Identify and locate required files and dispatch to nominated person or section within designated time limits 3.6 Monitor and record file and document movements 3.7 Maintain documents in good condition and in correct location 3.8 Separate confidential files from general files, with access available to nominated personnel only 3.9 Monitor security system to ensure issued are traceable at all times Forms, including insurance forms, membership forms Invoices, such as from suppliers, to debtors Personnel records, including personal details, salary rates Information on training Marketing Financial figures Production targets. Organisational requirements may include: Security and confidentiality requirements Legal and organisational policy/guidelines and requirements Management and accountability channels Code of Conduct/code of ethics Procedures for updating records Information protocols. Inactive or dead files may include: Completed projects/events Old clients Paid accounts Ex employees. Reference and systems may relate to: Alphabetic Numeric Alpha-numeric Topic