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February 5, 2012
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Filing Education
Colour Coding Methods
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Methods for Colour Coding Folders Using Labels
Colour coding your end tab filing system can make all the difference when it comes to finding files quickly and easily.
Misfiles become a thing of the past as you can clearly see when a colour coded file is out of place.
The following are common methods for colour coding your filing system.
Terminal digit
How it works
files are sorted equally into 100 groups according to the last two, three or four digits
for example, file number 12345 would be grouped into section 45, while the next consecutive file, number 12346 would be grouped into section 46
Advantages
creates an equal growth pattern in all shelving areas
backshifting eliminated
allows for skipped numbers
must be cross-referenced to use and so system is more secure
one of the most widely used systems
misfiles are immediately apparent
Suitable for
large scale operations - hospitals, insurance companies, government, banking
systems with more than 5,000 files
Straight numeric
How it works
files are sorted using numbers ranging from the lowest to the highest
the most recent files have the highest numbers
each digit is assigned a color, creating the effect of bands of color when ordered on a shelf
Advantages
anyone can use the system - no special training required
simple to understand
numbers are easier and faster to read than letters so files are quick to retrieve and replace
easy to purge old records as they hold the lowest numbers
never any duplication of files - each number is unique
must be cross-referenced to use, so system is more secure
a break in color easily identifies a misfile
Suitable for
applications which do not involve large skips in numbers and cause gaps in the color-coding
Alphabetical
How it works
files are arranged alphabetically by name, company or subject
usually sorted using the first two letters of the name, i.e., Jones would appear as JO
when dealing with individual names, the first letter of the first name can be added to help refine searches even further
Advantages
anyone can use the system - no special training required
simple to understand
no need for a cross-reference list
versatile for many different applications
misfiles are immediately apparent
Suitable for
systems of less than 5,000 records
Alpha-numeric
How it works
files are sorted using both letters and numbers, with one providing the primary method of grouping and the other the secondary
for example, files can be sorted according to client names, first by letter and then further according to job number, i.e., Reliable Hydro Inc. Job #123 would be labeled as RH 123
Advantages
anyone can use the system - no special training required
simple to understand
no need for a cross-reference list
misfiles are immediately apparent
Suitable for
applications where files are best sorted according to two categories
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