electronic office document management
Previous   Next

Chapter: Administration


File Notes

When creating file notes, the date of the Notes document should be the date that the event being recorded took place. This will ensure that files notes appear in chronological order and, more to point, will record the correct date of the file note.

Whether or not the File Note is finalised on the same day, the author of the file must type at the bottom the date he or she settled the file note, and their initials. The person who types the email (even if they are also the author) should put at the bottom the date it was transcribed and their initials.

The idea is to ensure, as far as possible, that the file note records the truth. If it was contemporaneous, this will be apparent from the date and the notations. If it is not, it will not pretend it to be so.
Sub topic: Practice directions