Clock Hours:
33 hrs.
Meeting Times:
W & F (8:00 a.m. – 9:30 a.m.)
Room:
506
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.
Instructional and Learning Methods:
Lectures, discussions, questions and answers, hands-on filing of
documents, testing, and projects
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.
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ALPHABETIC FILING RULES
1 - 2
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| |
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Rule 1 |
Simple Personal Names |
| |
When filing personal names, divide the name into
the following indexing units: |
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|
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Unit 1 Last name |
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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 |
|
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|
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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. |
| |
|
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Roger Dunlap |
| |
Patricia Dunlap |
| |
|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit
4 |
| |
1 |
Dunlap |
Patricia |
|
|
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2 |
Dunlap |
Roger |
|
|
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|
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Rule 2 |
File Nothing Before Something |
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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.) |
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|
| |
|
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
| |
L. Orlans |
1 |
Orlans |
L. |
|
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Libby Orlans |
2 |
Orlans |
Libby |
|
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|
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Consider the following two similar names.
Which nothing would be filed first? |
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|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
| |
Robert France |
1 |
France |
Robert |
|
| |
F. Frances |
2 |
Frances |
F. |
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|
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ALPHABETIC FILING RULES
3 - 7
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Rule 3 |
Identical Names |
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If people have identical
last, first, and
middle names, the
city, state,
street name, and then street address are used |
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to determine the filing order. Consider the
following two similar names: |
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|
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Guerrero Leven
890 Butler Road
Ft. Wayne, Indiana |
Guerrero Leven
712 Grazing Drive
Chicago, Illinois |
|
|
|
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|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
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1 |
Leven |
Guerrero |
Chicago |
Illinois |
| |
2 |
Leven |
Guerrero |
Ft. Wayne |
Indiana |
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|
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Rule 4 |
Seniority Titles |
| |
Seniority titles are used as the
last indexing
unit in a name. Seniority titles include Junior, Senior,
Jr., Sr., II, and III. |
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|
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Richard Jefferson, II |
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Richard Jefferson, Jr. |
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Richard Jefferson, Sr. |
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|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
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1 |
Jefferson |
Richard |
II |
|
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2 |
Jefferson |
Richard |
Jr. |
|
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3 |
Jefferson |
Richard |
Sr. |
|
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|
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Rule 5 |
Company Names |
| |
Index the names of companies according to how the
names are written on the letterhead. However, if the
company |
| |
name contains a person's first and last name,
some organizations use the person's last name as the first unit
and the |
| |
first name as the second unit. The rules in
your office may vary when indexing company names. |
| |
|
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Olympic Hot Tub Company |
| |
Seattle Super Spas |
| |
Rich White's Spas |
| |
|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Olympic |
Hot |
Tub |
Company |
| |
2 |
Rich |
White's |
Spa |
|
| |
3 |
Seattle |
Super |
Spas |
|
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|
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Rule 6 |
Abbreviations |
| |
Abbreviations in business names should be spelled
in full. |
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|
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Abbreviations |
Full
Spelling |
|
| |
Inc. |
Incorporated |
|
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Co. |
Company |
|
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Ltd. |
Limited |
|
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Mfg. |
Manufacturing |
|
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|
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Rule 7 |
Possessives |
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If a name is possessive, ignore the apostrophe. |
| |
|
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Bert's Automotive Shop |
Berts Automotive Shop |
|
| |
Rich's Spa |
Richs Spa |
|
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|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Berts |
Automotive |
Shop |
|
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2 |
Richs |
Spa |
|
|
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|
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ALPHABETIC FILING
RULES 8 - 12
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|
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Rule 8 |
Personal Titles |
| |
If a name contains a title, disregard it if it is
used with a complete name. Place the title in
parentheses
at the end. |
| |
|
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Dr. Arcida Torafino |
Torafino Arcida (Dr.) |
|
| |
Atty. Jonathan Ashley Jefferson |
Jefferson Ashley Jonathan (Atty.) |
|
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|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Jefferson |
Jonathan |
Ashley (Atty.) |
|
| |
2 |
Torafino |
Arcida (Dr.) |
|
|
| |
|
| |
If a title is used with an incomplete name, the
title is the first indexing unit. |
| |
|
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Doctor Phil |
Doctor Phil |
|
| |
Father Malone |
Father Malone |
|
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|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Doctor |
Phil |
|
|
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2 |
Father |
Malone |
|
|
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|
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Rule 9 |
Married Women's Names |
| |
A married woman's name is indexed according to
her name. |
| |
|
| |
Mrs. Joyce M. Davis |
Davis Joyce M. |
|
| |
Mrs. Fred Sikes (Linda) |
Sikes Linda |
|
| |
|
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|
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Davis |
Joyce |
M (Mrs.) |
|
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2 |
Sikes |
Linda (Mrs.) |
|
|
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|
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You may place any courtesy titles such as Mr. or
Mrs. in parentheses at the
end. |
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|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Davis |
Joyce |
M. (Mrs.) |
|
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2 |
Sikes |
Linda (Mrs.) |
|
|
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or |
Sikes |
Linda (Mrs. Fred) |
|
|
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|
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Rule 10 |
Hyphenated Names |
| |
A hyphenated name is considered as one indexing
unit and the hyphen is ignored. |
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|
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After-School Plaza |
AfterSchool Plaza |
|
| |
James Stone-Albert |
StoneAlbert James |
|
| |
|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
AfterSchool |
Plaza |
|
|
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2 |
StoneAlbert |
James |
|
|
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|
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Rule 11 |
Directions |
| |
If a business name contains a
directional word
that may be written as one or two words, index it as one word. |
| |
|
| |
North West Foods |
Northwest Foods |
|
| |
Southwest Service Center |
Southwest Service Center |
|
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|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
NorthWest |
Foods |
|
|
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2 |
Southwest |
Service |
Center |
|
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|
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Rule 12 |
Parts of Geographic Names |
| |
Each part of a
geographic name is treated as a
separate indexing unit. |
| |
Exception: If the name is hyphenated, treat
is as one unit. |
| |
|
| |
Los Angeles Times |
Los |
Angeles |
Times |
|
| |
St. Louis Bottlers |
Saint |
Louis |
Bottlers |
|
| |
U.S. Data Consultants |
U. |
S. |
Data |
Consultant |
| |
North Dakota Mining |
North |
Dakota |
Mining |
|
| |
Wilkes-Barre Center |
WilkesBarre |
Center |
|
|
| |
|
| |
It is common to spell out Saint. |
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Los |
Angeles |
Times |
|
| |
2 |
North |
Dakota |
Mining |
|
| |
3 |
Saint |
Louis |
Bottlers |
|
| |
4 |
U. |
S. |
Data |
Consultant |
| |
5 |
WilkesBarre |
Center |
|
|
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|
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ALPHABETIC
FILING RULES
13 - 15
|
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|
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Rule 13 |
Minor Words |
| |
Do not consider minor words as indexing units.
These words are placed in parentheses at the end of the indexing |
| |
units. Examples: the, and, for, &. |
| |
|
| |
The Petal Place |
Petal (The) |
Place |
|
| |
The Select Group |
Select (The) |
Group |
|
| |
Chubby & Tubby |
Chubby(&) |
Tubby |
|
| |
The Edgewater |
Edgewater (The) |
|
|
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|
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Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
| |
1 |
Chubby (&) |
Tubby |
|
| |
2 |
Edgewater (The) |
|
|
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3 |
Petal (The) |
Place |
|
| |
4 |
Select (The) |
Group |
|
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|
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Rule 14 |
Prefixes |
| |
If a name begins with a prefix consider the
prefix and the word as one unit. |
| |
Examples: de, le, l',
el, la, las, mac, mc, and
o'. |
| |
|
| |
Jose DeSardo |
DeSardo |
Jose |
|
| |
Pierre La Piana |
La Piana |
Pierre |
|
| |
Jon Van de Camp |
Van de Camp |
Jon |
|
| |
Fred Van de Vusse |
Van de Vusse |
Fred |
|
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
| |
1 |
DeSardo |
Jose |
|
| |
2 |
La Piana |
Pierre |
|
| |
3 |
Van de Camp |
Jon |
|
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4 |
Van de Vusse |
Fred |
|
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|
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Rule 15 |
Numbers |
| |
Business names with numbers are divided into
indexing units as written. If the number is spelled out,
index it spelled |
| |
out in alphabetical order. Numbers in digit
form are considered one unit and written in digit form.
Business names in |
| |
digit form are filed in numerical order before
alphabetical names are filed. |
| |
|
| |
24 Hour Shop |
24 |
Hour |
Shop |
| |
500 Lounge |
500 |
Lounge |
|
| |
The 318 Tavern |
318 (The) |
Tavern |
|
| |
Two Bells |
Two |
Bells |
|
| |
Biglerville 2000 Club |
Biglerville |
2000 |
Club |
| |
Biglerville 5000 Club |
Biglerville |
5000 |
Club |
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
| |
1 |
24 |
Hour |
Shop |
| |
2 |
318 (The) |
Tavern |
|
| |
3 |
500 |
Lounge |
|
| |
4 |
Biglerville |
2000 |
Club |
| |
5 |
Biglerville |
5000 |
Club |
| |
6 |
Two |
Bells |
|
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|
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ALPHABETIC
FILING RULES
16 - 18
|
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|
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Rule 16 |
Banks |
| |
Index according to the most important word. |
| |
|
| |
Savings Bank of Roanoke |
Roanoke |
Savings |
Bank(of) |
| |
Maryland Federal Bank |
Maryland |
Federal |
Bank |
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
| |
1 |
Maryland |
Federal |
Bank |
| |
2 |
Roanoke |
Savings |
Bank (of) |
| |
|
|
Rule 17 |
Radio and Television Stations |
| |
Method 1: |
| |
Radio and TV stations are indexed as though the
call letters were one word. |
| |
|
| |
KING FM |
KING |
FM |
|
| |
KIRO AM |
KIRO |
AM |
|
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
| |
1 |
KING |
FM |
|
| |
2 |
KIRO |
AM |
|
| |
Method 2: |
| |
Some companies use the words Radio or Television
as the first indexing unit. |
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
| |
1 |
Radio |
KING |
FM |
| |
2 |
Radio |
KIRO |
AM |
| |
|
|
Rule 18 |
School Names |
| |
A school name is indexed in the order written. |
| |
|
| |
Northwest Montessori School |
Northwest |
Montessori |
School |
|
| |
Hillside Student Community School |
Hillside |
Student |
Community |
School |
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Hillside |
Student |
Community |
School |
| |
2 |
Northwest |
Montessori |
School |
|
| |
|
| |
The words College, University, School are
never used as the first unit. |
| |
|
| |
University of Washington |
Washington |
University (of) |
|
| |
Seattle University |
Seattle |
University |
|
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
| |
1 |
Seattle |
University |
|
| |
2 |
Washington |
University (of) |
|
| |
|
| |
In cases where the school name contains a
person's first name and last name, the last name is the first
indexing |
| |
unit. |
| |
|
| |
Paul Mitchell Endorsed Academy of Cosmetology |
| |
Watson Groen Christian School |
| |
Arthur Sloan School of Management |
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
Unit 5 |
| |
1 |
Groen |
Watson |
Christian |
School |
|
| |
2 |
Mitchell |
Paul |
Endorsed |
Cosmetology |
Academy (of) |
| |
3 |
Sloan |
Arthur |
Management |
School (of) |
|
| |
|
| |
ALPHABETIC
FILING RULES
19 - 23
|
| |
|
|
Rule 19 |
Churches and Synagogues |
| |
When indexing churches and synagogues, the first
unit is the word that identifies the organization. |
| |
|
| |
Church of Hope |
Hope |
Church (of) |
|
|
| |
St. John's Church |
Saint |
Johns |
Church |
|
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Hope |
Church (of) |
|
|
| |
2 |
Saint |
Johns |
Church |
|
| |
|
| |
It is common to spell out
Saint. |
| |
|
|
Rule20 |
Organizations |
| |
Use the most distinctive word of the
organizational title as the first indexing unit. |
| |
|
| |
London Association of Broadcasting |
Broadcasting |
London |
Association (of) |
|
| |
American Teachers' Association |
Teachers' |
American |
Association |
|
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Broadcasting |
London |
Association (of) |
|
| |
2 |
Teachers |
American |
Association |
|
| |
|
|
Rule 21 |
Newspapers and Magazines |
| |
Newspapers should be filed with the name of the
city as the first indexing unit. If the name of the
newspaper |
| |
does not begin with the city name, place the city
name first, followed by the name of the newspaper. |
| |
|
| |
The Seattle Times |
Seattle (The) |
Times |
|
|
| |
Daily News |
Toledo |
Daily |
News |
|
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Seattle (The) |
Times |
|
|
| |
2 |
Toledo |
Daily |
News |
|
| |
|
| |
Magazines are indexed in the order in which the
names appear. |
| |
|
| |
Time Magazine |
Time |
Magazine |
|
|
| |
Journal of Accountancy |
Journal (of) |
Accountancy |
|
|
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
| |
1 |
Journal (of) |
Accountancy |
|
|
| |
2 |
Time |
Magazine |
|
|
| |
|
| |
|
|
Rule 22 |
United States Government
(USG) Agencies |
| |
|
| |
Patent & Trademark Office, United States
Government |
USG |
Patent (&) |
Trademark |
Office |
|
| |
Department of Justice, United States Government |
USG |
Justice |
Department (of) |
|
|
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
Unit 5 |
Unit 6 |
| |
1 |
USG |
Justice |
Department (of) |
|
|
|
| |
2 |
USG |
Patent (&) |
Trademark |
Office |
|
|
| |
|
|
Rule 23 |
Political Subdivisions |
| |
Index political subdivisions by the name of the
state, county, or city. Then index them by the name of the
|
| |
department or division, using the most important
word first. |
| |
|
| |
Idaho Department of Parks |
Idaho |
Parks |
Department (of) |
|
| |
Board of Education, Houston |
Houston |
Education |
Board (of) |
|
| |
|
| |
Arranged in alphabetical order |
Unit 1 |
Unit 2 |
Unit 3 |
Unit 4 |
Unit 5 |
Unit 6 |
| |
1 |
Houston |
Education |
Board (of) |
|
|
|
| |
2 |
Idaho |
Parks |
Department (of) |
|
|
|