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Certificate in Human Resource Management
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Filing

Office Administration

Habari Class! Let's Tame the Paper Monster!

Welcome to our lesson on Filing! Now, I know what you might be thinking... "Filing? Isn't that just putting papers in a box?" Ah, but it's so much more! Imagine you are at a busy Huduma Centre. You need your ID replaced urgently. Do you want the officer to spend two hours digging through a mountain of messy papers, or do you want them to find your records in 30 seconds? Exactly! That, my friends, is the magic of a good filing system. It's the secret superhero of every successful office, turning chaos into order and saving everyone time and headaches. Today, we will learn how to become masters of this essential office skill!

Image Suggestion: A vibrant, modern Kenyan office reception. An organised, smiling administrator is efficiently handing a document to a happy client. In the background, there are neat filing cabinets and shelves. The style should be bright and positive.

Why is Filing So Important?

A good filing system is the backbone of an efficient office. Without it, things fall apart very quickly! Think of it as the brain of the office, storing all the important memories (documents) in a way that we can find them easily.

  • Saves Time: You can find any document in seconds instead of hours. Time is money!
  • Saves Space: A well-organised system uses less physical space. We'll even do some math on this later!
  • Ensures Security: Important and confidential documents (like employee contracts or company financial records) are kept safe and secure.
  • Improves Decision Making: When managers need information to make a decision, they can get it quickly.
  • Maintains a Good Image: A tidy, organised office looks professional to visitors and clients. It shows that you are serious about your work.

The Main Filing Systems: Choosing Your Method

Just like we have different languages, there are different ways to organise files. The best method depends on the type of office. Let's look at the most common ones used here in Kenya.

  1. Alphabetical Filing: This is the simplest and most common method. You file documents based on the name of the person, company, or subject, from A to Z.
    Example: Your school office files student records alphabetically by surname. So, Achieng's file comes before Kamau's, which comes before Wanjala's. Simple, right?
  2. Numerical Filing: Here, files are given a number and arranged in numerical order. This is great for privacy and handling a very large number of files.
    Example: Think about a hospital like Kenyatta National Hospital. Each patient is given a unique patient number. To find your file, the staff just needs your number. It’s faster and keeps your medical information confidential.
  3. Geographical Filing: You arrange files based on location – like county, town, or region. This is perfect for businesses with branches in different places.
    Example: A company like Kenya Power might file customer records first by County (e.g., Nairobi, Mombasa, Kisumu), and then alphabetically by customer name within each county.
  4. Subject Filing: Documents are filed according to their subject or topic. This is useful for managing projects or different departments.
    Example: An engineering firm might have files for "Road Projects," "Building Designs," and "Client Invoices." Under "Road Projects," they might have sub-folders for "Thika Superhighway Maintenance" and "Mombasa Road Expansion."

Let's Do Some 'Filing Math'! Calculating Storage Space

Being a great office administrator also means being efficient with resources, including space! Let's calculate how many files can fit into a standard cabinet drawer.


    Problem:
    A standard filing cabinet drawer has a usable length of 70 centimetres.
    The average thickness of one file folder (with documents) is 0.5 centimetres.
    How many files can you fit in one drawer?

    Formula:
    Total Number of Files = Total Length of Drawer / Thickness of One File

    Step-by-step Calculation:
    1. Identify the total length: 70 cm
    2. Identify the thickness of one file: 0.5 cm
    3. Divide the total length by the thickness of one file:
       70 cm / 0.5 cm = 140

    Answer:
    You can fit 140 files in one drawer.
    

See? By keeping files neat and not over-stuffing them, you maximize your storage space. That's smart administration!

Visualising a Filing System

Let's look at a simple diagram of an alphabetical filing system. The main drawers are guides, and inside you have the individual files.


    A Filing Cabinet Drawer (Side View)
    ======================================
    ||                                  ||
    ||  +-----------+                   ||
    ||  |   A - D   | <-- Main Guide     ||
    ||  +-----------+                   ||
    ||       |                          ||
    ||       +--[ Cheptoo, Faith ]      || <-- Individual File
    ||       |                          ||
    ||       +--[ Barasa, David  ]      ||
    ||                                  ||
    ||  +-----------+                   ||
    ||  |   E - H   | <-- Main Guide     ||
    ||  +-----------+                   ||
    ||                                  ||
    ||  +-----------+                   ||
    ||  |   I - M   | <-- Main Guide     ||
    ||  +-----------+                   ||
    ||       |                          ||
    ||       +--[ Kamau, Grace   ]      ||
    ||                                  ||
    ======================================
    
Image Suggestion: A close-up, top-down view of an open filing cabinet drawer. It shows colourful hanging folders with clear labels (e.g., "Invoices 2023", "Supplier Contracts", "Client A-D"). The image should look very organised and satisfying.

The Filing Process: A 5-Step Guide

Proper filing is a process. You can't just throw paper into a folder! Follow these five steps to ensure everything is done correctly.

  • Step 1: Inspecting - Check the document to make sure it's ready for filing. Has it been approved? Is it signed? Is there a "PAID" stamp on the invoice? This is the quality check stage.
  • Step 2: Indexing & Coding - Decide *where* the file will go. This is the "thinking" step. If it's for Peter Kamau, you'll index it under 'Kamau, Peter'. The code is the name or number you will use to identify it ('K' for alphabetical, or a specific number for numerical).
  • Step 3: Cross-Referencing - Sometimes, a document could logically be filed in more than one place. For example, a contract with "Safaricom" for an event at "KICC". Should it be under 'S' for Safaricom or 'K' for KICC? You file it in the main place (e.g., Safaricom) and put a cross-reference sheet in the other folder saying "See Safaricom file for KICC event contract".
  • Step 4: Sorting - Before going to the cabinet, sort the documents into piles. All the 'A's together, all the 'B's together, and so on. This makes the final step much faster.
  • Step 5: Storing - This is the final step where you physically place the document into the correct folder in the filing cabinet. Make sure it's placed neatly!

Conclusion: You are the Guardian of Information!

Congratulations! You now understand the fundamentals of filing. It’s not a boring task; it’s a powerful skill. A great office administrator who can create and maintain an excellent filing system is incredibly valuable to any organisation. You become the trusted guardian of the company's most important information. So, take pride in every label you write and every folder you place. You are creating order out of chaos, and that is a true superpower!

Pro Tip

Take your own short notes while going through the topics.

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