File Conversion & Relocation Services
Active Records/Backfile Conversions
- Backfile Conversion (Hardcopy and Digital)
- Bar-Code System Design
- Document Identification and Classification
- Document Preparation
- File Label and Bar-Code System Design
- Filing System Analysis
- Filing System Design
- Filing System Survey
- Indexing, Tracking, Retrieval Systems Development
- Off-Site Storage Records Preparation
- Policies and Procedures
- Records Management Database Population
- Records Purge
- Training, Training, Training
- FILE CONSOLIDATION
Consolidating multiple systems to one efficient system. Generally, files are transported from many locations to one central area.
- FILE MOVING
Packing and indexing records prior to a move generally in special file carts. Conducting receipt of all files and staging in proper sequence for refiling.
- FILE PURGING
Pulling Records from an active system and preparing records for transfer to an inactive storage facility.
- FILE SIMPLIFICATION
Analyze current record system to improve filing operations, purging, off-site storage and distribution. Revise operating procedures to improve filing operations.
- FILE AUDIT
Checking each file for key documents or compliance to standards.
- FILE VALIDATION
Verifying the existence of key documents in files against corporate standards.
- FILE CONVERSION PLANNING
Coordination and performance with supervised labor to switch records from exist filing systems to new efficient color coded systems.
- STAFFING SERVICES
Provide qualified, well trained and experienced filing personnel to maintain specific file operations. Provide experienced well trained supervisory personnel to maintain and manage customer file operations
- CONSULTING SERVICES
Filing Source professional services staff works closely with a client to identify needs and system requirements through a detailed needs assessment and analysis of current operation. Filing Source's professionals evaluate how a client handles information and provides alternatives to handle information. The analysis helps to develop an information management strategy that when shared with a client, helps to develop future information management strategy. Areas generally Include: Media Storage, Active Record Criteria, Purge Criteria, Inactive Record Storage Criteria, Major Criteria, Alphabetic and Numeric Indexing Criteria.