BUS 16 STORE AND RETRIEVE INFORMATION
BUS16 Store and retrieve information Store and retrieve information
1.1 Describe systems and procedures for storing and retrieving information (Planned: 0, Completed:0)
A system and procedure that is used in Dass solicitors is called quilllenium, which is a database that is used to store clientele information. Another system would be Archive 2000 which is used to store client file and documents, from addresses to case information.
1.2 Outline legal and organisational requirements for information security and retention.
The organisational requirements are as follows; Consider the purpose or purposes you hold the information for in deciding whether (and for how long) to retain it, securely delete information that is no longer needed for this purpose or these purposes, update, archive or securely delete information if it goes out of date, review the length of time you keep personal data.
1.3 Explain how to create filing systems to facilitate information identification and retrieval. Creating file systems for filling client information is done by using an archive system called quillenium, addresses are recorded, fees are recorded and case data and other important client information is recorded using quill.
1.4 Explain how to use different search techniques to locate and retrieve information.
While using quill you can search for different files by searching for the file number, the client’s name and the fee earners name. If a document was missing and it needed retrieving then I would search the hub list spreadsheet, and then look in the hub (basement) to retrieve it.
1.5 Describe what to do when problems arise when storing or retrieving information.
When a problem arises I either try to fix the problem myself if I can or contact my floor supervisor for his or her help as they would know exactly what to do.
2.1 Gather the information required within the agreed timescale.
When gathering information I look on the company’s database to find clientele
1.1 Describe systems and procedures for storing and retrieving information (Planned: 0, Completed:0)
A system and procedure that is used in Dass solicitors is called quilllenium, which is a database that is used to store clientele information. Another system would be Archive 2000 which is used to store client file and documents, from addresses to case information.
1.2 Outline legal and organisational requirements for information security and retention.
The organisational requirements are as follows; Consider the purpose or purposes you hold the information for in deciding whether (and for how long) to retain it, securely delete information that is no longer needed for this purpose or these purposes, update, archive or securely delete information if it goes out of date, review the length of time you keep personal data.
1.3 Explain how to create filing systems to facilitate information identification and retrieval. Creating file systems for filling client information is done by using an archive system called quillenium, addresses are recorded, fees are recorded and case data and other important client information is recorded using quill.
1.4 Explain how to use different search techniques to locate and retrieve information.
While using quill you can search for different files by searching for the file number, the client’s name and the fee earners name. If a document was missing and it needed retrieving then I would search the hub list spreadsheet, and then look in the hub (basement) to retrieve it.
1.5 Describe what to do when problems arise when storing or retrieving information.
When a problem arises I either try to fix the problem myself if I can or contact my floor supervisor for his or her help as they would know exactly what to do.
2.1 Gather the information required within the agreed timescale.
When gathering information I look on the company’s database to find clientele