Unit 219 Store & Retrieve Information Outcome 1: Understand processes and procedures for storing and retrieving information 1.1 – Explain the purpose of storing and retrieving required information The purpose of storing and retrieving required information is so you can readily retrieve it when it becomes required. Information is logged on a spreadsheet and filed with the log number this is so the information can easily be found if required. The information is stored in locked filing cabinets as the information can hold company details and account numbers this is only accessible by the Administration staff and each file is signed out on a register. 1.2 – Describe the different information systems and their main features The …show more content…
The purpose of timescales is to ensure the information is sent by a certain deadline. 1.8 – Describe the types of information that may be deleted The type of information that may be deleted is comments and amendments that have or need changing by request or formatting changes or revisions in the document that need changing. All these changes need to be logged and saved as a revision and any changes need to be updated on the document revision form. I.e. old forms, proformas, obsolete documents. 1.9 – Describe problems that may occur with information systems and how to deal with them when necessary The problems that may occur with information systems in documents not saved correctly and the old revision of the document has been updated mistakenly or the document been sent as a shortcut to another users desktop changes been made and other staff not been able to access these. Not changing revisions and dates on documents can cause problems. Also if the system fails, all the information needs to be backed up and saved so it can be easily
There are agreed ways of working within companies. These may vary depending on the information being stored and how it’s being stored. There are policies and procedures and codes of practice for handling information. You have to understand your own role and the responsibility that goes with it. If you need to gain access to records that has been secured then you have to know the appropriate person to ask for
If the documents are incorrect in some way this can have adverse effect on a business and documents can make a significant contribution to the effectness and efficiency of the business.
A log of data entered is kept and can be recalled for audit purposes (a secure electronic backup of data held is sufficient).
Describe how to complete and maintain documentation in accordance with organisational procedures, in relation to:
An electronic system is usually password protected which ensures only specific staff can access the information.
Information will also be retrieved in situations where information might have to be shared with partner companies and with the police or Tax Services.
All of this information is stored and locked away in individual files in the manager’s office so that is not accessible for public view, all this information needs to be kept safe and secure to abide by confidentiality regulations. This information is only available to managerial staff when needed.
The purpose of storing and retrieving required information is so you can readily retrieve it when it becomes required.
For accessing the document online, it’s very important to keep related information/steps contained in single
Legal requirements such as certain laws, e.g. The Data Protection Act, which means that all businesses or companies that deal with personal information have to follow certain rules about keeping the data safe. The purpose of having these laws is so there is a set procedure for all companies to follow making everything fair and easy to understand for everyone in that country. In the instance where there has been a breach of security regarding personal information
The purpose of this Policy is to ensure that Premier University maintains the records and documents necessary for the successful operation of the university operations in accordance with state and federal laws. The University is responsible for maintaining records during their lifetime until they no longer hold any value and are discarding. This policy will determine which documents are required to be retained, which individual’s data is to be retained including student and employee data, and which laws apply to the data to
Organisations are required to keep data to meet legislative and regulatory law, such as pay records to supply to HMRC for tax and NI contributions and records of training given to staff to confirm with Health and Safety Act and Fire regulations.
They are to be treated as confidential and kept secure as per Privacy Act 1998
a) “to be able to retrieve information whenever it is needed. For example each organisation has to keep accurate records or information of their employees in order to be able to use this information for planning ahead (…)
Therefore due to the number of documents that will be introduced will be templates or have macros for ease of completion. As this can be quite complex I would enlist the services of an external consultant to ensure that the documentation functions as it should. After