Client Care for Immigration Consultants

Review Questions - Chapter 4 - General File Management

Review Questions - Chapter 4 - General File Management

1. Why should you have a file plan? What considerations should be taken into account in a file plan?

2. Describe a typical alphabetical filing system.

3. What is the purpose of a filing system?

4. What are retention schedules and what dictates their structure?

5. What key factors should be considered when creating a file label?

6. When is it appropriate to cross-file documents into two or more categories?

7. What is a filing index, and why do you use it? Give an example of when you would use one.

8. What are three major types of filing systems? For each system, give an example of when it would be appropriate to use.

9. What problems can be caused by misfiling?

10. How do you maintain consistency when there are numerous people doing the filing?

11. What is the most common numeric system?

12. How do you refer to the first, second, and third lines of a file label?