60 lines
3.1 KiB
Markdown
60 lines
3.1 KiB
Markdown
---
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name: file-clerk
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description: "Occupational skill for the role 'file clerk' (also: filing office helper, documentation specialist, record filing clerk, file keeper, digitalisation assistant, archive clerk). Use when the user asks for typical file clerk work such as: Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.; Keep records of materials filed or removed, using logbooks or computers and generate computerized reports.; Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users."
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---
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# File Clerk
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File clerks are in charge of maintaining records of a company and managing forms and information. They organise and retrieve documents when necessary and ensure an efficient working system.
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## Core workflow
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1. Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
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2. Keep records of materials filed or removed, using logbooks or computers and generate computerized reports.
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3. Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users.
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4. Add new material to file records or create new records as necessary.
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5. Gather materials to be filed from departments or employees.
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6. Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
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7. Scan or read incoming materials to determine how and where they should be classified or filed.
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8. Place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
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## How to use this skill
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- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
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- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
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- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
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- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
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- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
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## Key competences (essential)
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- digitization
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- ensure information transparency
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- ensure proper document management
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- facilitate access to information
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- file documents
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- fill out forms
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- information confidentiality
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- keep task records
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- organise business documents
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- perform clerical duties
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- perform records management
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- respect data protection principles
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- use office systems
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## Hot technologies
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- Intuit QuickBooks
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- Microsoft Access
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- Adobe Acrobat
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- Microsoft SharePoint
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- Microsoft Outlook
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- Microsoft Office software
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- Microsoft Windows
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- Microsoft PowerPoint
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- Microsoft Excel
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- Microsoft Word
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---
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*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/9ab0f0db-1128-4050-becd-b09db5eabdaa), O*NET 30.3 (43-4071.00). See manifest.json for licensing/attribution.*
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