Electronic Filing You work as the Administrative Specialist on the Records Management Team of SNApp Computing. Earlier
Question:
You work as the Administrative Specialist on the Records Management Team of SNApp Computing. Earlier today, you received an email from Katie Freemont, the Sales Manager, asking for your help. Katie's request for a shared drive on the network was approved, but nobody in the Sales Department knows how to set it up.
In her email, Katie explained:
We have 3 Sales areas: Canada, US, and International. All of the areas keep electronic files related to targets, projects, clients, legal stuff, and achievements. Since our Finance staff is located here in London, it would be nice to create a section in the Canada area called Finance. Oh, and if it's not too much trouble, can we split all of the target sections into the 4 quarters: Q1, Q2, Q3, and Q4? Thanks!
Katie would like you to design the folder hierarchy for the Sales drive and attend a Sales Department Zoom call next week to talk about best practices in electronic filing. She also thought it would be helpful to explain the process of saving/retrieving 3 sample documents.
TO DO: 1. Please create and illustrate a folder structure which you'd recommend to the Sales Team. You can create the structure in any program (Excel, Word, etc.) or on any design site (free sites like Canva, Vistacreate, Lucidchart, etc).
2. Please add icons to your diagram related to the following documents AND explain the step-by-step path you'd follow to file/retrieve them, e.g., open this folder, then open that folder, etc.
a. Excel file containing Q3 sales targets for the US region
b. PDF of a lawsuit filed in France
c. Word document from a major client in New York stating that we won their Supplier of the Month award
Fraud examination
ISBN: 978-0538470841
4th edition
Authors: Steve Albrecht, Chad Albrecht, Conan Albrecht, Mark zimbelma