What are the file management steps of the project?

What are the steps of file management of the project? The first is to formulate a filing management system, including filing scope, filing time and filing responsibility.

Secondly, the management system of archives, including the classification and numbering system, the specific responsibilities of archivists and so on.

Third, formulate the system of archives confidentiality and utilization.

The next step is to buy all kinds of filing tools, such as oblique insertion, file box, paper cutter, glue, knife, numbering machine, punching machine and so on.

Finally, according to the above system, use the tools bought to sort out the documents.

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How to number the project file management? Numbering scheme of enterprise file management

Level 1 Category Code Level 2 Category Range

Name and code Name and code

Administrative management XZ administrative affairs 0 1 factory affairs meeting, administrative affairs work, etc.

Audit work 02 all kinds of audit work

Logistics Benefits 03 Employee Benefits, Canteen and Housing

Foreign Affairs Work 04 foreign activities

Enterprise Management JY Business Decision 0 1 Enterprise Reform, Major Business Strategic Decisions, Enterprise Development Planning, Principles and Objectives

Plan the annual plan and various development plans of the enterprise.

Product sales 03 market analysis, user survey, product sales, advertising, after-sales service, etc.

Material management 04 product packaging design draft, warehouse management, waste recycling

Enterprise management 05 enterprise census

Personnel management RS sets up staffing, recruitment, post appointment and dismissal, labor contract, labor salary, social insurance and physical examination forms according to cadres and employees respectively.

Production Technology Management SC Quality Management 0 1 Quality Control, Inspection and Batch Production Records

Technical management 02 New product development, scientific and technological achievements, technology introduction and technology innovation.

Safety management 03 Safety production, handling of industrial accidents and employee safety.

Accounting management KJ accounting statement 0 1 monthly, quarterly and annual financial report

Accounting books 02 General ledger, subsidiary ledger and journal

Accounting vouchers 03 Original vouchers, accounting vouchers and summary vouchers

Other 04 Increase and Transfer of Fixed Assets

Equipment and instrument management SB procurement contracts, agreements, acceptance reports, inspection, maintenance and repair records, scrap identification, etc. Depending on the type and model of equipment.

Infrastructure JJ purchase land contracts, agreements, real estate licenses, project budget and final accounts, completion drawings, acceptance reports, completion summaries, etc. According to the nature of the project or construction project.

Level 1 Category Code Level 2 Category Range

Name and code Name and code

SW honor file in kind 0 1 various honorary certificates, certificates, trophies, medals, pennants, etc. Obtained by enterprises.

Give all kinds of souvenirs.

Seal 03 All kinds of abolished seals

Photo 04 corporate publicity photos, etc.

Other 05 enterprise publicity materials, product samples, scientific and technological achievements and other items.

How to manage the archives of construction projects? Thank you. (a) according to the management of archives, enhance the awareness of project archives, strengthen the leadership of infrastructure project archives.

The archives of capital construction projects record and reflect the construction process and achievements from both dynamic and static aspects. They are the real records of project construction, and are the important basis and conditions for project construction, management, production (execution) and maintenance. At the same time, the archives of infrastructure projects are important documents for investigating the responsibility of project quality, and establishing and improving the archives of projects is also an important content of project quality management.

All capital construction project units and relevant units should fully understand the importance of archives work of capital construction projects in the spirit of being responsible for state-owned assets, strengthen leadership over archives work of capital construction projects, and effectively incorporate archives work into capital construction management procedures and into the project quality leadership responsibility system. Archives of capital construction projects are the precious wealth of the country, and no one can keep them for himself. All capital construction projects should establish and improve project archives according to law. Construction project units, construction units, design units and supervision units shall establish a centralized management mechanism for archives work, establish and improve project archives rules and regulations, and clarify the responsibilities of technical personnel and management personnel for the formation, accumulation, collation and submission of project archives.

(2) Archives work should be carried out simultaneously with engineering construction.

Adhering to the "three synchronizations" of archival work and engineering construction is an important experience of archival work of capital construction projects in China, and it is also the key to whether the archival work of capital construction projects can achieve the expected results. First, archive work should be established in time in the early stage of project construction, and the management of archive materials generated in the early stage should be strengthened. In the construction contract, the specific requirements for the compilation, collation and submission of archival materials should be clearly put forward. Second, in the process of checking the implementation of construction projects, we should also check the implementation of archival work. Third, when the project is completed and accepted, the project files should be accepted at the same time. In the completion stage, we must carefully collect, compile and sort out the complete set of project completion files as required. According to the requirements of the state, special acceptance of completed files shall be organized.

(3) establish and improve the management system

The archives management system of capital construction projects is the premise to ensure the quality of project archives work. Each capital construction project should establish and improve the file management system according to the relevant documents, norms and standards of the state and industry, combined with the actual situation of the project. A filing system must be established, and the filing scope, filing time, filing requirements and responsible persons must be clearly defined. The construction project unit should also compile the outline of archives classification to guide the compilation and arrangement of completed archives.

(four) to be prepared in strict accordance with the provisions of the state.

As-built drawings are the core of a set of as-built files, which truly reflect the actual situation when the project is completed and are an important basis for project production (execution), maintenance and transformation. All capital construction projects must be carefully compiled in accordance with the relevant provisions of the state to ensure the quality of the completed drawings. As-built drawings must accurately reflect the actual situation when the project is completed, so that the drawings and objects are consistent, the information is accurate and the signatures are complete.

(five) the special acceptance of the completed files.

A complete, complete, accurate and systematic file is an important basis for project production (execution), maintenance, reconstruction and expansion, and also a necessary condition for project completion acceptance. Every capital construction project must be completed and accepted in accordance with the relevant provisions of the state. For projects that have not been compiled as-built drawings or files with major defects according to state regulations, acceptance cannot be given.

All capital construction project units should ensure that every capital construction project (project) has a complete, complete, accurate and systematic completion file with a sense of responsibility and mission to the country, and give full play to the great role of files in economic construction and social development.

The competent department of the project and the county (city) District Archives Bureau should earnestly take responsibility and perform the functions of guidance and supervision on the archives of capital construction projects, especially key construction projects. The Municipal Archives Bureau will conduct inspection or spot check on the archives management of key construction projects in the city at an appropriate time.

What steps do you need to start a file management company? As follows:

Just register the company normally.

Have a registered place and registered capital (ask an accounting firm to issue a capital verification certificate), and give the company a favorite name.

Then go to the local industrial and commercial bureau to apply for registration.

After the approval of the industrial and commercial bureau, the company will apply for a business license, and the company will apply for an enterprise code certificate at the local quality supervision bureau, a tax registration certificate at the tax bureau, and then find a nearby bank to handle a bank company account.

Finally, it is recruiting people. There are no restrictions on personnel recruitment, unlike law firms and accounting firms that need to be registered.

Urgent! What is the purpose of enterprise file management, or a complete file management system? Very simple: record, count and analyze, and provide reference materials for enterprises.

What is a document management manual? Do you understand that you are a migrant worker now? People just use you. It's none of your business to have three gold benefits and so on.

Seek a file management system for projects under construction.

Modify record:

Serial number modification content date preparation modification review

1 was first released in February 2005.

2

three

purpose

Effectively manage and use the project data and completion files to ensure that the engineering books and data used by the company in any occasion are complete, systematic and current effective versions.

range

It is used to collect, file, keep, borrow and destroy all engineering files of various departments and projects of the company.

accountability

The archivist of the project department is responsible for the collection, arrangement and management of project data and completion data. After the project is completed, he is responsible for handing over the project data and completion data to the President's office for unified management. The project manager is responsible for reviewing the files handed over to the president's office.

content

4. 1 project data control

4. 1. 1 Collection, warehousing and storage

4. 1. 1. 1 Do a good job of sending and receiving documents.

4. 1. 1.2 In the process of engineering project, after the production of superior approval, * * approval, land contract, construction application materials and engineering contract (including design contract, supervision contract and construction contract, etc.), the President's Office shall send copies to the project archivist for safekeeping in time. ) and various certificates involved in the project, and then hand over the original of relevant materials to the project department before the project is completed.

4. 1. 1.3 After the project is completed, the project department will summarize, sort out and attach the file list under the unified management of the President's Office.

2 filing

In the process of engineering project, the project archivist should classify, number, box, mark and store the received project data according to different majors and file categories.

4. 1.2. 1 All the projects developed by the company have project names, and the file boxes are uniformly marked.

4. 1.2.2 file category: 1 land contract category, including superior approval, cooperation agreement, land contract, etc. 2 *** approval category, such as planning approval, 3 "five certificates", including land use certificate, planning permit, investment permit, pre-sale permit and commencement permit, 4 the same category, including construction contract and design contract. Including all kinds of intermediate construction approval documents during the project, 6 construction materials and supervision materials, including documents that truly and accurately reflect the construction activities and actual situation of the project, 7 completion acceptance categories, including 8 special acceptance certificates, 8 drawings, including professional drawings and CAD electronic documents of the project, design changes, visas, negotiations, etc.

4. 1.2.3

The project archivist classifies the received project data according to different majors, numbers them according to the order of receipt, and prints out the catalogue on the home page.

4. 1.2.4 logo

The classified and numbered documents shall be marked on the document box, and the marking shall be simple, clear and easy to understand.

4. 1.3 Loan

In the process of project construction, if all departments need to borrow relevant materials, they should go through the borrowing formalities with the file administrator of the project department, fill in the borrowing registration form, and return it immediately after use.

4.2 Control of Engineering Data

4.2. 1 project completion data range

* * * Special projects required by the department should be completed.

Acceptance conditions of project completion data

The project completion archives shall be subject to special acceptance, and the acceptance shall meet the following conditions:

4.2.2. 1 The construction project has been accepted by the construction unit and other projects have been accepted;

All engineering files in 4.2.2.2 have been collected and sorted according to relevant regulations.

4.2.3 Acceptance procedures for project completion data

4.2.3. 1 Before the special acceptance of the project completion archives, the archives management personnel of the supervision unit and the construction unit shall conduct self-inspection on the archives formed by the unit in accordance with relevant regulations, fill in the project completion archives declaration form and submit it to the project management department.

After summarizing the project completion files and "Project Completion File Report" submitted by the supervisor and the construction unit, 4.2.3.2 Project Management Department will review and self-check the completion data of Party A submitted by various units and companies in accordance with relevant regulations, and fill in the "Special Acceptance Report for Construction Project Completion Files" to the competent department of urban construction archives.

Special acceptance of 4.2.3.3 project completion files at the construction site. The construction unit shall organize the technical leaders and archives management personnel of the unit, design, supervision and construction unit to participate, and shall be presided over by the acceptance team of the competent department of urban construction archives management.

After the completion of the acceptance work, the acceptance team should put forward preliminary acceptance opinions, and all units should seriously carry out rectification according to the formal special acceptance opinions of the completed files of construction projects to ensure compliance with the specified requirements.

After the completion acceptance of 4.2.3.5 project, the rectified project completion files should be sent to the competent department of urban construction archives management for review within the specified time.

4.2.4 Handover of Project Completion Documents

4.2.4. 1 After the project is completed and accepted, a complete set of construction project files must be handed over to the competent department of urban construction archives management within the specified time.

When receiving the contractor's completion data, the 4.2.4.2 project archivist should check whether the handed-over data meet the specified requirements, and issue the Registration Form for Receiving Project Archives to all units on the premise of ensuring consistency with the original. The contractor shall hand over the completion data in duplicate to the construction unit.

place on file

The project archivist shall classify, number and box the received completion data according to the project.

hand over

The completion data is in duplicate, one of which is handed over to the property management company by the project archivist and signed on the handover form, and the other is handed over to the president's office of the company for unified management. At the same time, hand over all the handover list.

loan

4.2.7. 1 All departments and projects of the company should go through the borrowing procedures when borrowing the completed files.

Borrowing files by units other than 4.2.7.2 Company must be approved by the person in charge of the President's Office.

destroy

All materials and drawings that need to be destroyed must be listed, and can only be destroyed after being confirmed by the project management department, and the destruction list should be kept.

4.3 filing requirements

4.3. 1 Requirements for filing written materials

4.3. 1. 1 archive materials shall be archived according to A4 (i.e. 2 10mm x 297mm) specifications; those smaller than A4 specifications shall be pasted with A4 white paper, and those that are too large shall be folded into A4 specifications.

4.3. 1.2 Metal objects in archival materials should be removed, and materials that have gone through the bottom due to copying should be padded with white paper to ensure the safety of archival materials.

4.3. 1.3 When writing materials are rolled, the thickness shall not exceed 2 cm. When there are multiple materials in a book, they should be separated by colored tissue paper.

4.3. 1.4 When binding, use cotton rope to bind a book with three holes and one thread.

4.3.2 Requirements for filing drawings

Paper as-built drawings (or other archived paper drawings) should be folded into 4 # pages when filing, and put into a unified volume box in bulk together with the drawing catalogue.

4.3.3 The archived documents must be neatly bound, and the corresponding serial number should be printed on the page number.

4.3.4 Each volume of archived files must have an independent page number and a directory within the volume.

4.3.5 Archive documents must use the existing cover, volume box and catalogue in a unified way.

Prepare the revised audit consent