Geographic Filing Procedures OT 122 Chapter Six. Introduction Geographic Filing – Records are sorted by location.

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Presentation transcript:

Geographic Filing Procedures OT 122 Chapter Six

Introduction Geographic Filing – Records are sorted by location

Geographic Filing Procedures Step One – Inspecting – Release mark! Step Two – Indexing – Look for correspondent’s location 1st Step Three – Coding – In this class’s ‘company’… We will code the location by circling the state and writing ‘1’, circling the city and writing ‘2’, and then coding the correspondent’s name.

Geographic Filing Procedures Step Four – Cross-Referencing – Main, home or original branch is usually the most important address – Any others are cross-referenced Put a WAVY CIRCLE (?!?) around the state and city (with corresponding ‘1’ and ‘2’), and the usual ‘X’ in the margin – We will still cross-reference those that would be cross- referenced if we were filing alphabetically Step Five – Sorting – Sort by state Step Six – Filing and Retrieval – There are city specific folders within each state file, and a general file for cities that don’t yet have their own folder – In the general file, records are filed alphabetically by city name

Check Your Understanding Do together as a class PREP FOR TOMORROW’S PROJECT!!!