Electronic File Maintenance
Audience
This course is designed for persons who need to better understand the principles of organizing and accessing files on a local computer or on a network.
Structure
This course is a combination of lecture and hands-on guided instruction. Course manual and quick reference guide provided.
Course Length
Half Day
Topics
- Program files
- Data files
The computer’s storage media
Use Windows Explorer to manage files
- The Windows Explorer window
- Explorer icons
- Navigating the tree structure
- The tree structured folder system
Maintain one main data folder
Folder structure
- Create folders
- Delete folders
Explorer views
- Arrange icons
- Group
- Display file extensions
Maintain a dumping ground
Document versions
- Version numbers
- Save vs Save As
Naming files
- Naming conventions
- Rename files or folders
- Naming tricks
Metadata
- Selection box
- Shift key
- Ctrl key
Clipboard – cut/copy and paste
- Copy files between folders
- Copy and paste
Search
Retention standards
Desktop icons
Delete folders and files
Recycle Bin
- Empty
- Retrieve deleted files
- Delete selected items from the Recycle Bin
My Documents location
My Places bar
Back-up data
Regular backups
Alternate medium
Offsite options
File names on documents
My Recent Documents
PDF