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Research Outline
Prepared for Deepak A. | Delivered December 28, 2019
File Management for Engineering Firms - Best Practices
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Goals
To ascertain the best way to manage files/folders for an internal file server for an engineering firms with a view to reducing the search time.
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Early Findings
Engineering Folder Structure
There are a number of structures that engineering folders can take. The
first sample
outlines the structure for project startup, design, planning, contract, procurement, health & safety, technical, QAQC, and compliance.
According to
Hicks et al., (figure 1)
files can be saved in a drive with up to 3-4 tiers of folders and sub-folders.
In this sample, there is a folder for
admin, clients, finance, and products
.
Best Practices for Folder Structure
Do not store
files on the desktop
.
Be
minimalist
when creating folders.
Give
strategic names
to your files and folders. Consider using dates, company name and type of document especially when saving a bill.
Create
tags and labels
for your files to find information faster.
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