|
| |
This course is designed to offer the
student the opportunity to develop skills that will assist them
in transitioning to the workplace, develop an understanding of
managing a working life, and
develop professional skills in the
workplace. Students will learn how to organize and file
documents and to handle paperwork. In this course, you will learn
about the general nature of office
work and behaviors desired
for office professionals. You will demonstrate appropriate
communication with customers and co-workers. In your work area,
you will organize your paper works and computer files, and will
prioritize your daily tasks. You will understand the basic
functions and practice in a business environment; understand the
role of office worker and acquire good interpersonal skills in
order to enable a smooth running of the office in business
sector; and acquire the principles of customer orientation and
the concept of business ethics so as to improve quality of
service.

        
        
It is essential to remember, however, that
the primary objective of filing is not to determine the "right" place to
put everything; it is to be able to find or retrieve information quickly
and conveniently.
|

|
OFFICE
PROCEDURES & COMPUTERIZED OFFICE MANAGEMENT |
|
DAILY SCHEDULE |
|
Week |
Day |
Mth/Day |
Date/Activity |
|
Week 1 |
day 1 |
2008 6/18 |
MONTH
- Discuss syllabus |
|
day 2 |
6/19 |
- Discuss about
Chapter 1: The Changing Office Environment. Answer
and submit review questions 1 - 10 |
|
day 3 |
6/20 |
- Recap Chapter 1. Discuss about Chapter 2:
Skills and Background for Your Career. Answer and
submit review questions 1
- 10 |
|
Week 2 |
day 4 |
6/24 |
- Discuss about Chapter 12:
Records Management. |
|
day 5 |
6/25 |
- Continue with Records Management: Methods of
Filing. Types of Files. The Filing Process. |
|
day 6 |
6/26 |
- Start Filing Rules #1 - 2. Answer and
submit Rules 1 - 2 Filing
Exercise. |
|
day 7 |
6/27 |
- Check Filing Rules #1 - 2. Discuss Filing Rules 3 - 7.
Answer in-class and submit Rules #3 -
7 |
|
Week 3 |
day 8 |
7/01 |
- Review Filing Rules #1 - 2. |
| |
|
Discuss Filing Strategy
1st - Underline the names into individual
units.
2nd - Number the units according to
importance. Assign number 1 to the most important unit, and
so on.
3rd - Gather all Units 1.
4th - Alphabetize all Units 1, following
the proper Filing Rules.
Check Filing Rules #3 - 7.
Pop Quiz #1 (10 points)
Important Note:
These on-the-spot
Pop Quizzes
could not be taken during make-ups.
|
|
day 9 |
7/02 |
- Tests back. Pop Quiz #1 and Filing Rules#1 -
2 and Filing Rules#3 - 7.
 |
Discuss Filing Rules #8 - 12. |
|
day 10 |
7/03 |
- Answer and
submit Rules #8 - 12 Filing
Exercise. |
|
Week 4 |
day 11 |
7/08 |
- Check Filing Rules #8
-12. Review Filing Rules #8 - 12. |
|
day 12 |
7/09 |
- Discuss Filing Rules #13 - 15. Pop Quiz #2 (12 points) |
|
day 13 |
7/10 |
- Continue Filing Rules #13 - 15. Answer and
submit Rules #13 - 15 Filing
Exercise. |
|
day 14 |
7/11 |
- Pop Quiz #3 (12
points). Discuss Filing Rules #16 - 18. Check Filing
Rules#16 - 18. Review Results of Filing Rules#16 - 18 and Pop
Quiz #3. Start Filing Rules 19 - 23 |
|
Week 5 |
day 15 |
7/15 |
- Continue Filing Rules# 19 - 23. Internet Search
and Filing Exercise for Rule #22 United States Government
Agencies. |
|
day 16 |
7/16 |
- Check Rule #22 United States Government
Agencies. Work on Rules #19 - 23. |
|
day 17 |
7/17 |
- Check Rules #19 - 23. Pop
Quiz #4 (12 points). |
day 18 |
7/18 |
- Pop Quiz
#5 (30 points) |
|
Week 6 |
day 19 |
7/22 |
- REVIEW |
|
day 20 |
7/23 |
- FINAL TEST |
|
day 21 |
7/24 |
- Graded
Telephone Skills and Computer Exercises. |
|
day 22 |
7/25 |
- Graded Telephone Skills and Computer Exercises. |
| |
SEATTLE
VOCATIONAL INSTITUTE
COURSE SYLLABUS
The Business Computer
Applications Department prepares knowledgeable, highly skilled
and motivated employees who provide dedicated and professional
service to their employers and community.
Course Title: Office
Procedures (OFO 126)
Program: Office Technician
Instructor: Gesito L. Juanich
|
Office: Rm. 505-C |
Division: Business Computer Applications |
|
Phone: 587 - 4944 |
E-mail: gjuanich@sccd.ctc.edu |
Quarter:
Clock Hours:
33 hrs.
Meeting Times:
W & F (8:00 a.m. – 9:30 a.m.)
Room:
506
Prerequisites: None
Course Description:
This course is designed
to offer the student the opportunity to develop skills that will
assist them in transitioning to the workplace, develop an
understanding of managing a working life, and develop
professional skills in the workplace. Students will learn how to
organize and file documents and to handle paperwork.
Course Purpose and Goals:
In this course,
you will learn about the general nature of office work and
behaviors desired for office professionals. You will demonstrate
appropriate communication with customers and co-workers. In your
work area, you will organize your paper works and computer
files, and will prioritize your daily tasks. You will understand
the basic functions and practice in a business environment;
understand the role of office worker and acquire good
interpersonal skills in order to enable a smooth running of the
office in business sector; and acquire the principles of
customer orientation and the concept of business ethics so as to
improve quality of service.
Program Outcomes: To successfully
complete this course you will need to demonstrate an ability to:
-
understand the general nature of
office work and the need for professional attributes
in an ever changing office profession
-
identify the emotional, physical,
and intellectual characteristics of a professional
-
develop and adopt professional
standards and attributes for the office
-
identify the skills and background
needed for an office administration career
-
identify employer vs. employee
expectations
-
identify workplace rules and
boundaries
-
identify appropriate response to
customer situations
-
demonstrate ability to communicate
free of bigotry, racism, and sexism (both written
and oral)
-
develop communication skills
-
demonstrate the ability to use
standard business English
-
demonstrate knowledge of basic
filing rules
-
file using the 23 alphabetic/numeric
filing rules
-
demonstrate the ability to create
personal history report or data track
-
demonstrate the ability to write job
descriptions, use calendar, and computer software
-
demonstrate the ability to plan,
organize and prioritize
-
develop time management strategies
ADA Statement:
If you need course adaptations or accommodation
because of a disability, if you have emergency medical
information to share with your instructor, or if you need
special arrangements in case the building must be evacuated,
please make an appointment with the instructor as soon as
possible.
Instructional and Learning Methods:
Lectures, discussions, questions and answers, hands-on filing of
documents, testing, and projects
Course Text:
None
Course Materials: Handouts will be given as
needed in class.
Student Assignments: Discussion, homework,
presentation, board work, case study, research and writing.
Learning Resources:
Computer labs (rooms 410, 505, 506, 507, 509,
516) are available from 8:00 a.m. to 5:00 p.m. Monday through
Friday when an instructor, instructional technician, or tutor is
available.
Feedback/Evaluation: Feedback will be given
by the instructor as needed based on the program outcomes stated
above. You will have regular tests to show the competencies you
have learned.
Grading Policy: SVI uses the following
grading system:
A = 4.0 – 3.5, B = 3.4 – 2.5, C = 2.4
– 1.5, D = 1.4 – 0.7, F = 0.6 - 0.0
Grades will be based on meeting the
program outcome competencies listed above.
Attendance:
100 pts.
Personal
Attributes: 100 pts.
Class Participation:
100 pts.
Filing/Class Exercises:
200 pts.
Final Examination
100 pts.
TOTAL 600
pts.
Attendance Policy:
SVI
as a clock-hour institution has a 100% attendance policy. Any
hour that you are absent from class, you must make up. A student
must have a total attendance of no less than 91% to maintain
Satisfactory Attendance Progress. If a student does not meet the
attendance requirement for the course, the student may arrange
with the instructor to make up the hours necessary to complete
the attendance requirement.
Course Content
Outline: HOURS
|
I.
Office Practice & Interpersonal Skills
 |
The Office & Its Role in the
Organization |
 |
The Structure and Functions of an
Office |
 |
A Changing Profession |
 |
Skills and Background for Your
Career |
|
10.0 |
|
II. Records Management
 |
Storage and Retrieval of Information |
 |
Filing System |
 |
Filing Equipment |
 |
Methods of Classification |
|
4.0 |
|
III.
Filing Rules and Applications
 |
Persons Names |
 |
Business and Institutions Names |
 |
Local, State, and Federal
Governments |
|
16.5 |
|
IV.
Personal History and Data Track
 |
Personal, Educational, and Career
History |
|
2.5 |
Behavioral Expectations:
The classroom is a learning environment.
Only behavior that allows the classroom to remain a learning
environment is acceptable.

ARMA Filing System
Association of
Records Managers and
Administrators
|
ARMA International
is a not-for-profit professional association and the
authority on managing records and information – paper
and electronic.
The association was
established in 1955. Its approximately 11,000 members
include records managers, archivists, corporate
librarians, imaging specialists, legal professionals, IT
managers, consultants, and educators, all of whom work
in a wide variety of industries, including government,
legal, healthcare, financial services, and petroleum in
the United States, Canada, and 30-plus other countries.
|
|
| |
ALPHABETIC FILING RULES
1 - 2
|
| |
|
|
Rule 1 |
Simple Personal Names |
| |
When filing personal names, divide the name into
the following indexing units: |
| |
|
| |
Unit 1 Last name |
| |
Unit 2 First name |
| |
Unit 3 Middle name or initial |
| |
|
| |
Original Names |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
Candy Ann Moore |
Moore |
Candy |
Ann |
|
| |
Kenneth T. Hardy |
Hardy |
Kenneth |
T. |
|
| |
Barry Fairfax |
Fairfax |
Barry |
|
|
| |
|
| |
After determining the indexing units, alphabetize
the names according to Unit 1. The above group of names
would |
| |
be filed in the following order: |
| |
|
| |
Arranged in alphabetical order |
Unit 1
Last Name |
Unit 2
First Name |
Unit 3 Middle Name or
Initial |
Unit
4 |
| |
1 |
Fairfax |
Barry |
|
|
| |
2 |
Hardy |
Kenneth |
T. |
|
| |
3 |
Moore |
Candy |
Ann |
|
| |
|
| |
If you had two Unit 1's that are exactly alike,
Unit 2 will determine which names will be filed first. If
Units 1 and 2 are |
| |
exactly alike, alphabetize according to Unit 3. |
| |
|
| |
Roger Dunlap |
| |
Patricia Dunlap |
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit
4 |
| |
1 |
Dunlap |
Patricia |
|
|
| |
2 |
Dunlap |
Roger |
|
|
| |
|
|
Rule 2 |
File Nothing Before Something |
| |
Consider the following names. Since Orlans
is the last name for both persons, look at the first names -- L.
and Libby. |
| |
The initial "L" has nothing following it so "L"
would be filed before Libby. (The period following the
initial "L" is ignored.) |
| |
|
| |
|
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
| |
L. Orlans |
1 |
Orlans |
L. |
|
| |
Libby Orlans |
2 |
Orlans |
Libby |
|
| |
|
| |
Consider the following two similar names.
Which nothing would be filed first? |
| |
|
| |
|
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
| |
Robert France |
1 |
France |
Robert |
|
| |
F. Frances |
2 |
Frances |
F. |
|
| |
|
| |
ALPHABETIC FILING RULES
3 - 7
|
| |
|
|
Rule 3 |
Identical Names |
| |
If people have identical
last, first, and
middle names, the
city, state,
street name, and then street address are used |
| |
to determine the filing order. Consider the
following two similar names: |
| |
|
| |
Guerrero Leven
890 Butler Road
Ft. Wayne, Indiana |
Guerrero Leven
712 Grazing Drive
Chicago, Illinois |
|
|
|
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Leven |
Guerrero |
Chicago |
Illinois |
| |
| |