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1 การจัดการเอกสาร อ.เนณุภา สุภเวชย์ 16 2556 2 มาตรฐานการค้นหารายการเอกสาร 1 2 3 4 5 10 !"##$" 3 ชีวิตจริงท่านเป็นอย่างนี บ้างหรือไม่ %!&’("ก ก’" )*’(" ก(+!, (,+.’) ก01ก*’( 4

การจัดการเอกสาร

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วิทยากรบรรยายโครงการอบรมเชิงปฏิบัติ เรื่อง "การจัดการเอกสาร" ณ ห้องประขุมอาคารสถาบัน 3 ชั้น 2 จุฬาลงกรณ์มหาวิทยาลัย จัดโดย ฝ่ายบริหารบุคลากร สำนักบริหารทรัพยากรมนุษย์ จุฬาลงกรณ์มหาวิทยาลัย เวลา 08.30-12.00 น. วันพฤหัสบดี ที่ 16 พฤษภาคม 2556

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  • 1. 1 . 16 2556 2 1 2 3 4 5 10 ! "# # $" 3 %!&' ( " ' " ) *' ( " ( +!, ( ,+ .' ) 01 *' ( 4

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[ ! 7 >' [ ! 7 >' ! 1 [ ! 7 >' [ ! 7 38 39 " (by Date) 40 11. 41 Semi-active document: *( 1 ! $ 8 5+ " $ ,4 #3 ,4 0 + 6 + ,4 + 1 5 2 ( + 123 ,4 1 ' ( % " # ) +.... 0 1 5+ " 123 ( + * ' ) 0 123 123 9+" *$ 50-60 1; 5-6 1; 123 0 ! 0 *' 0 " 5 #'# 123 42 Semi-active document: + ,4 3-5 ,4 5+ ' * 0 1 ' 123 * + T ' * 0 1 ' 123 !)123 " " " < 5 123 ! " u123 5 v 1 + 0*" 1 ! " "123 5 !) , + 0*" 1 ! " 0 ' ' 1 # ( ' ( +" 0 + " 0 ) # 0 + 0 5 [) 7 " # ' 4" 5+ " 5 $# >7 0 + ! : 43 Semi-active document: *'!4" #= ! 5+ # , > 5 9+" ,4 123 1 123 + 20 1; *' " 123 10 123 + ' " 2 1; " b ) 0 .!7 "1!!54 1 1! 9 FLAT classification !4" 5+ 123 #= # '% #= ( ( ? _ _ > "! ! 5+ - $ [ !( 1 " 5 8 " " 44 12. " : 45 " : 46 CAR See Transportation 47http://www.fhwa.dot.gov/legsregs/directives/orders/m13241/13241ac2.htm ! ( 48 13. 49 50 ()*+, -. *+, Keyword /0 ( 12 3 45 6 3 )7 8 4 9: " 51 () *+, -. *+, -. ;5 . 2 8 . 2 8. ,+" ,+ 1 " * 1 !' ! + 4 1 ' * + 5 5+ ' "[7 % # : ! ' " ! 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( - " ' > , 0 , 78 " , 5+ 1 ( , 1 " ) 5+ " " < ! 5+ " + ' " ( , Inbox Action-Pending Action Outbox Filing 0*1 8 123 1 123 *$ 1 5+ " 1 '!4" 5+ 123 $ 54 key 5+ 123 0 : 8 ) 5 Excel 5+ #= : 8 ) " 1 ' 5+ ' ( * ( # ' , ( Label !, $ + 4"123 4" ,4 , 123 # ! " ! 5 1 + $# ) + $1 ,4" 5+ < % (< + 0 ) 5 ( ( * !$ # ' !,*$` _ ! " review ! " * 5 >' ( " 5+ # # $" ' " 105 " 8 ) + " +* 0 )1 4 8 ) + 5+ ! ! T / ( 8 ) + * 0 !( 1 " 0 #tZ * 0 +! " " 8 ) + 7 * 0 !) ' 4 4 #| !) ' 5+ " !% !, !) "8 " 5+ 6 ", / * !$ 1; 5+ + 4 (< )) 8 " ! ' " / 8 " ! * 0 84 $ ( " [) 7 ( *% + $ !,% + 107 -. ) ()/)7 8 4 9: /Q44=: /08 < :< = / > 5 ;) ! "8 " " 7 How ,Y* 0 " 5 123 Z% "! $^, [9 1 ' + " 5+ "* ! " ' $8 ! $^, [9 "! + 5+ ,* > % * 8 ";) " % 8 " Where < +* 0 5 !) "8 "e $ 5+ "* $ e _ < , + "8 Who ;) + ( +* 0 5 * + ' #= ;) 1 ' 1 % ! " When ' ' * 0 # ' > 1 # ' 0 + $> *' " 5+ "* " " ( 1 #= Z 112 29. " 5W 1 H 113 , ' 7 " ' 7 * ' ( : ! " > .[. 2548 ! "( $ 0 ", 1 ' + + 8 " * !$1 " !, [, # 2542 ! "( $ 0 , " $ * !$1 " !, [, # 2542 ! " 5+ 6 *! # ' 114 Sort group 115 , (Administrative Document) , Administration (# ' b / ' # ' $ # ' Y7) Equipment, supplies, services ) 5 pricelist 5+ " 8 $ ", Finance ( Z * ! ,! , " ", 5 / * ") 1 ' + , Premises ( . )1 $# >7! "6) #a, !," (Operation Document) 1!! " #! ,* Business plan, customers/clients, inventory, marketing, presentations, project, supplies " ," + #= Knowledge 8 " " 7 5+ " 5 5+ )18" # ' " ,* *( 4 *' * !$ Permanent Files ZZ $# ", " # ' $ < % " ,+" , 78 " " 116 30. 117 2-3 level Corporate Management legal matters media relations corporate communities press releases audio and video kits ... HR Management Facilities Resource Management Information Resource Management 118 Run " ( ) Block numeric 1000 Corporate Management 100 legal matters 200 media relations 300 corporate communities 10 press releases 20 audio and video kits 30 ... 2000 HR Management 3000 Facilities Resource Management 4000 Information Resource Management 119 Classification Code code -1 A-Teaching & Learning A-1 Curriculum Development A-1-1 MA in Anthropology A-1-2 MA in Information Science A-2 Course Development A-3 Course Delivery Administration Administrative Services Consultants Finance and Accounting Accounting Banking Credit Economics Funding Investment Human Resources Employees Fringe Benefits Job Descriptions Training Property Buildings Equipment Land Patent Marketing Advertising Pricing Policies Service Policies Operational Finance and Accounting Accounting Accounts Payable Accounts Receivable General Books Income Accounts Material Accounts Personnel Accounting 120 31. Alphanumeric Codes HR HUMAN RELATIONS HR-01 Employee Policy HR-01-01 Compensatory Time HR-01-02 Maternity Leave HR-01-03 Paternity Leave HR-02 Seniority HR-02-01 Rights HR-02-02 Rosters HR HUMAN RELATIONS HR 1 Employee Policy HR 1.a Compensatory Time HR 1.b Maternity Leave HR 1.c Paternity Leave HR 2 Seniority HR 2.a Rights HR 2.b Rosters 121 Alphanumeric Codes ADM ADMINISTRATION ADM 01 Administrative Services ADM 02 Consultants ADM 03 Litigation FIN FINANCE FIN 01 Accounting FIN 02 Banking FIN 03 Credit FIN 04 Economics FIN 05 Funding FIN 06 Investment HR HUMAN RESOURCES HR 01 Employees HR 02 Fringe Benefits HR 03 Job Descriptions HR 04 Training 122 Numeric Codes 1.0 Human Resources 1.1 Recruitment 1.2 Personnel Administration 1.3 Employee Benefits 1.3.1 Health Insurance 1.3.2 Dental Insurance 1.3.3 Life Insurance 1.3.4 Pension Program 1.3.5 Stock Investment Plan 1.3.6 College Tuition Assistance 1.3.7 Workers Compensation 1.4 Labor Negotiations 1.5 Affirmative Action 1.6 Employee Assistance Program 1.7 Professional Development and Training 1.8 Planning and Budgeting 1.9 Accounting 1.9.1 Payroll Administration 1.9.2 1.9.3 123 124 Classification 5+ !4" 5+ ! organization chart ' * # + % " " ( ! ,*8 " " 7 ! function ( ", , $ , [, # ^ Y ) 4" " 7 #tZ 9+" + classification 1 ' security 5 *' ( " 5+ reorganize " * SD (Supporting Document) WI (Work Instruction) QM (Quality Manual ) 5 $> ) 133 WI Work Instruction QM Quality Manual FM Form SD (Supporting Document) " 134 Master List G HR-1- 01 1. 1.1 / HO-A01- 01 (01- 14) . HR-2- 02 1.2 / HO-B03- 01 5 . HR-2- 03 / HO-B03- 01 5 . HR-3- 04 1.3 / . HO-B01- 02 5 . 135 " " " 136 * 5 ( ! " ( 1 ' 5+ $ !,1 ! " * !$1 " !, 35. " Label Filing 137* 5 ( ! ( ( + ) 1 ' % " ( + * file update Master List G HR-1- 01 1. 1.1 / HO-A01- 01 (01- 14) . HR-2- 02 1.2 / HO-B03- 01 5 . HR-2- 03 / HO-B03- 01 5 . HR-3- 04 1.3 / . HO-B01- 02 5 . 138 Intranet Master List 4 #= 9+"8 " ) 5 /1 #a, !, ( , " ! " update # # $"! * ,* > * ( ) 5 #a, !," ( " ! 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" filing 148 save 2 7 save + Drive C 5 My Documents !4" 5+ Folder 1 ' 5+ 2 7 < "! ( ( 2 7 + * + share 2 7 38. filing " notebook 149 = Administrative Documents My documents, My Pictures operational documents = sheet Backup DVD Thumb drive clear 150 Desktop mail download file drive 40% load blackboard filing shortcut 151 2.1 2.2 0201 0202 9 ( ) 152 view Details sort by Date 39. 153 publish Version control control version $ $ 2 7 $ " 1! #= $ 1 2 7 " ) 5 #a, !," (work instruction procedure) 1 1# 5 " 1 ! "6 5 spec ; ,! >7 + ^ 4 save 2 7 #= ' 2 7 5+ "* " ," 7 , , 2546. [, , > ! 7 , Z,!!, 1 ' ,! # ' 7. : ( )J 3 *::H( 1 (R::/ :/ =3H( 1). $" _: Y '2| 7 1 ' . 0.7, 2542. " !,$ . 4 ) : J 2- 4 ) :/ YY X8. $" _: , $%8 Y Y, , 2545. ( ( ) 2| 7, 7 . Taming the Paper Tiger at Work: 5 3 ) H 88J 3 . 1# % # * ,Z. $" _: . 0 ) + , 2548. 159 Kennedy, Jay and Schauder, Cherryl. Records Management: a Guide to Corporate Recordkeeping. 2 Ed. South Melbourne, Vic. : Longman, 1998. McLeod, Julie and Hare, Catherine, Eds. Managing Electronic Records. London: Facet Publishing, 2005. Robek, F. Mary; Brown, F. Gerald; Stephen, David O. Information and Records Management: Document-Based Information Systems. 4th Ed. Woodland Hills, CA: Glencoe/McGrawhill, 1987. Shepherd, Elizabeth and Yeo, Geoffrey. Managing Records: a Handbook of Principles and Practice. London: Facet Publishing, 2003. 160