File Management (Updated)
Amanda Tonguis
Created on March 21, 2024
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Transcript
File Management
Good file management keeps things organized and makes it easier to find the right information when needed. It helps everyone work more efficiently and ensures that important information is safe and up to date.
Index
Learn about each topic and complete the corresponding challenges. After, you will be awarded a number! Collect all numbers and enter them in order in the final section to finish the game!
Finish Game
START
01Managing Drives
02Naming Files
03Cleaning Storage
01 Managing Drives
Effective File Management
Computer drives should be structured to easily find and share documents.
Well-organized drives improve workflow and collaboration.
Structured computer drives streamline document organization.
Click the to learn more!
Clear organization enhances document retrieval and sharing.
Good file management minimizes time wasted searching for documents.
01 Managing Drives
Organizational Structure
Key Principles of Organizing Folder Systems
Click the to reveal an example folder structure!
Main FolderAI 83609
SubfolderPermits
SubfolderReports
Create a clear folder structure to categorize content.
Folder Hierarchy
Use clear names for easy identification, and avoid naming them after people for broader accessibility.
Logical Subfolders
Organize subfolders by date, subject, or project within main folders.
Folder Names
File
01 Managing Drives
Best Practices
Consistent Naming Conventions
Ensure that files and folders are named consistently for easier search and retrieval.
Minimize Complexity
Simplify folder structures and reduce confusion by avoiding too many nested folders (subfolders).
RegularMaintenance
Periodically review and update the folder structure to keep it relevant.
QUIZ
Complete the quiz, and get the first number towards completing the game!
start
Quiz
question 1/5
What is the primary purpose of organizing files into folders?
To discourage collaboration among users
To increase clutter and confusion
To facilitate easy organization and retrieval of documents
next
RIGHT!
Quiz
Explanation:Organizing files into folders makes it easier to keep related documents together and find them when needed, saving time.
Quiz
question 2/5
What is the best approach for naming subfolders within a folder?
Employing descriptive and easily understandable names
Using cryptic and obscure names
Incorporating random numbers and symbols
next
RIGHT!
Quiz
Explanation:Using descriptive and easily understandable names for folders helps users quickly identify the contents without confusion or ambiguity.
Quiz
question 3/5
What is a potential drawback of creating too many nested folders (subfolders)?
Increased difficulty in locating documents
Enhanced organization
Simplified navigation
next
RIGHT!
Quiz
Explanation:While one or two nested folders can improve organization, several nested folders requires navigating multiple layers, increasing the chances of getting lost or overlooking files buried deep within the structure.
Quiz
question 4/5
Why should you avoid naming folders after specific people?
It improves document retrieval efficiency
It can cause confusion and lessen relevance
It helps personalize the folder structure
next
RIGHT!
Quiz
Explanation:Naming folders after specific people can confuse others because they may not recognize the individual or understand the folder's contents.
Quiz
question 5/5
What should be considered when naming and organizing subfolders?
Date, subject, or project
The file type(s)
Document or folder color
next
RIGHT!
Quiz
Explanation:Considering date, subject, or project for naming and organizing subfolders helps categorize files in a way that aligns with how users naturally think about and search for information.
Try Again
Quiz
Oops! That's not quite right.Let's give it another shot!
7
Great Job!
THE FIRST NUMBER IS:
Let's keep going!
02 Naming Files
Naming Conventions
Why does a naming convention matter? Click the file to learn more!
A naming convention is a consistent method for creating file names. It determines document content, indicates document completion, and designates if it is a record.
Contract.v1.1.3.Final Final Draft.docx
- We can assume this document is about a contract, but which contract?
- What is the revision status - first, second, or final draft?
- Has the document been reviewed and submitted to EDMS?
- The file would have to be opened to determine the content.
02 Naming Files
Naming Elements
The form of a file name should be predictable, understandable, and consistent. This can be accomplished using three elements: code, subject, and date.
Indicates when the file was created (YYYYMMDD format)
- Example: 20240312
A unique identifier or reference number for the file.
- Example: A permit number
Clearly describes the content or purpose of the file.
- Example: Inspection Report, FIF
Date
LAG001234_InspectionReport_20240312
Code
Subject
02 Naming Files
Best Practices
If no good code exists, use the subject and the date.
Eliminate spaces where possible.
Use underscores (_) for compatibility, consistency, and readability.
Do not use special characters; they can be mistaken as computer commands.
Include version or revision numbers to help track changes.
6
5
4
3
2
1
Avoid abbreviations or acronyms that are not universal.
Correct Name
Choose the file with the best name to earnthe second number needed to complete the game!
start
Correct Name
question 1/5
Which file name adheres to naming conventions?
PROJ001_FinancialReport_20220315
Project 1 Financial Report March 15
Correct Name
question 2/5
Which file name adheres to naming conventions?
Presentation1
Presentation_ProductLaunch_20231005
Correct Name
question 3/5
Which file name adheres to naming conventions?
CUS123_SurveyResults_20220228
CustomerSurveyResults_2022Feb28
Correct Name
question 4/5
Which file name adheres to naming conventions?
MeetingMinutes_RMTeam_20230910
Meeting_Minutes_Team_2023
Correct Name
question 5/5
Which file name adheres to naming conventions?
Invoice_ClientA_20220405
Invoice for Client A April 2022
Try Again
Correct Name
Oops! That's not quite right.Let's give it another shot!
0
Great Job!
THE SECOND NUMBER IS:
Almost there!
03 Cleaning Storage
Records & Non-records
Before cleaning and organizing files, it's important to understand records, non-records, and the role of EDMS.
EDMS
RECORDS
Click the buttons to learn more!
NON-RECORDS
03 Cleaning Storage
F.A.Q
Click and to learn more!
Q.
What can be stored on computer drives?
Q.
How long should itemsbe kept?
Q.
Can I delete or recycle this document or file?
According to RS 1, routine administrative business and communications have a retention period of ACT + 3CY (max).
When there is no legal hold, you can delete or recycle transitory records or non-records without seeking approval from Records Management.
Generally, only transitory records or non-records should be stored on computer drives, since official records are submitted to EDMS to be maintained.
03 Cleaning Storage
Proactive Measures
The goal of file management is to balance maintaining files with deleting or recycling them when they are no longer useful.
Click the buttons to learn more!
Use a bright or bold color to clearly mark any paper copies with "COPY" on the front for easy identification.
1
Clearly Label
2
3
4
Go through files and delete anything that is no longer needed, such as outdated documents, duplicates, or temporary files.
Add indicators such as "_EDMS" to the end of file names to show that they are complete and have been submitted.
Align naming conventions with EDMS indexing for consistency and improved searchability.
Review & Delete
Completion Status
Match Indexing
5
Help & Resources
Visit the RM Intranet Page for useful resources or reach out to the RM Team for questions.
True or False
Choose whether each statement is true or falseto receive the third, and final, number!
start
True/False
question 1/5
All agency records must be submitted to EDMS for storage.
True
False
True/False
question 2/5
According to agency policy, general communications should be retained for a minimum of 5 years.
True
False
True/False
question 3/5
Non-records, such as copies and drafts, are essential for documenting agency business and have to be submitted to EDMS.
True
False
True/False
question 4/5
Adding tags to the end of a file name is an easy way to identify documents that may be ready for deletion.
True
False
True/False
question 5/5
Good file management involves maintaining every file created indefinitely.
True
False
Try Again
Quiz
Oops! That's not quite right.Let's give it another shot!
9
Great Job!
THE THIRD NUMBER IS:
You did it!Enter the numbers, in order, to finish the game.
Enter the Secret Code
Congratulations!
You have successfully completed all of the challenges and demonstrated your file management knowledge!
Contact:
- General - DEQRecords@la.gov
- EDMS - EDMSQuestions@la.gov
- Public Records - PublicRecords@la.gov
All Presentation Illustrations by Storyset
Right!
Next
Right!
Next
- Drafts
- General Correspondence (e.g. routine administrative conversations)
- General Office Documents (e.g. calendars, sticky notes, personal notes)
- Convenience Copies
Routine Administrative Business & Communications
View the Retention Schedule
General communications that are not substantial to the agency's operations or already documented elsewhere can be kept for the current year and up to three more years.These items may be deleted or recycled when no longer useful.
Good file management involves structured organization to make access easier and regular file reviews and deletions to minimize clutter.
Right!
Right!
Next
General communications, including drafts, convenience copies, calendars, and logs can be kept up to 3 years, but they should be deleted or recycled within that time period when no longer needed.
Right!
Adding a tag like "_EDMS" or "_Copy" to the end of a file name can help quickly identify documents that may not be records and can be deleted when no longer needed.
Right!
If you have any questions or concerns about records, contact the Records Management team!
Records Management
Unsure about Deleting?
Non-records, such as copies, drafts, and notes, are materials of short-term value that are not essential for documenting business activity.Delete or recycle non-records when no longer needed.
Non-records
Right!
Next
Records, like inspections, permit applications, and notices, are any materials documenting business activities or decisions.Submit all records to EDMS.
Records
Submit Doc
Click the image to enlarge.
EDMS is the official digital repository of the agency where all business records must be submitted and maintained.
EDMS
EDMS
Click the image to enlarge.
Right!
Next
EDMS is the agency's official repository, so all records (items that document business activities or decisions) must be submitted for processing.
Right!
Non-records, such as notes, drafts, and copies, are useful in daily operations, but do not serve to document agency business.
Right!
Non-records have temporary value, do not have to be kept for legal or financial reasons, do not document business, and lack a "transition."
Non-records
Examples:Duplicates/Convenience CopiesCalendarsPersonal Documents
Transitory records are temporary and not essential for documenting business; they are eventually replaced by finalized records.
Transitory
VS
Examples:Video of a Meeting Before Final TranscriptDrafts Before Final Version