Worksheet

Policy document filing sheet

The sheet lists six document types as rows. Columns give the file name pattern, where it is stored, who files it, how soon after arrival it is filed and what the retrieval test is. Pin it beside the service desk. New staff then follow the same naming pattern from their first morning, instead of copying whatever habits the previous executive built up at the desk.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to find a policy document in seconds when a client calls”, www.gullysystem.com/blog/how-to-find-a-policy-document-in-seconds-when-a-client-calls