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Relevance of Record Keeping To A Secretarial Profession in An Organization
Relevance of Record Keeping To A Secretarial Profession in An Organization
IN AN ORGANIZATION
BY
OCTOBER, 2016.
1
Approval
This project work written by Esosuakpo Emuhowo Joshua with matriculation
number DSPZ/SBS/14/56842 of the department of Office Technology and
Management, Delta State Polytechnic, Ozoro in partial fulfillment of the
requirements for the award National Diploma (ND) in Office Technology and
Management.
_____________________ _____________________
Mrs. Amiaya A. O. DATE
(Project Supervisor)
_____________________ _____________________
DR. ROBERT A. ESENE DATE
(Head of Department)
2
Certification
This project was written by Esosuakpo Emuhowo Joshua, with matriculation
number DSPZ/SBS/14/56842 of the department of Office Technology and
Management, Delta State Polytechnic, Ozoro in partial fulfillment of the
requirements for the award of National Diploma (ND) in Office Technology
and Management.
_____________________ _____________________
Mrs. Amiaya A. O. DATE
(Project Supervisor)
_____________________ _____________________
DR. ROBERT A. ESENE DATE
(Head of Department)
_____________________ _____________________
UKOLOBI O. ISREAL DATE
(Dean, School of Business Studies)
_____________________ _____________________
EXTERNAL EXAMINER Date
3
Dedication
This project is dedicated to God Almighty for seeing me through this
programme.
4
Acknowledgements
I wish to express my profound gratitude to my project supervisor Mrs.
Amiaya A. O., My Head of Department, Dr. R.A Esene for taking time to read
through the manuscript and make necessary correction and recommendation
for the success of this work.
I wish to thank my living mother for her motherly care and advise toward
me, may God Almighty bless you and give you long life to see the fruit of
your labour in Jesus name Amen.
I must not forget my brothers and sister may God bless you all and grant
you your heart desire.
I salute the principal officers of the Delta State Polytechnic Ozoro led by Dr.
J.S Oboreh for creating an atmosphere conducive for teaching, learning,
researching and for general dispension of knowledge in the polytechnic.
5
Abstract
This study is to find the relevance of record keeping to secretarial profession
in an organization, the aim of this study is to find out the effect of record
keeping in an office. This study was carried out in Isoko North Local
Government Area of Delta State. A questionnaire was designed for data
collection. The data collection from the field of study was carefully organized
and analyzed statistically using simple percentage. The major finding of the
study are that poor record management causes aggression to the workers
concerned, that lack of qualified or trained staff can affect record
management in an organization, that equipment should be well arranged in
such a way that retrieval of document becomes easy, that lack of space, fund
and storage facilities can also cause problem in record management.
6
Table of Contents
Title - - - - - - - - - - - i
Approval - - - - - - - - - - ii
Certification - - - - - - - - - iii
Dedication - - - - - - - - - - iv
Acknowledgment - - - - - - - - - v
Abstract - - - - - - - - - - vi
Statement of Problem - - - - - - - - 3
Purpose of Study - - - - - - - - - 3
Research Questions - - - - - - - - 4
Definition of Terms - - - - - - - - 6
Introduction - - - - - - - - - 8
File Classification - - - - - - - - - 13
Introduction - - - - - - - - - 24
Research Design - - - - - - - - - 24
Area of study - - - - - - - - - 25
Data Collection - - - - - - - - - 25
Instrumentation - - - - - - - - - 25
Introduction - - - - - - - - - 28
Data Presentation - - - - - - - - 28
Discussion of Findings - - - - - - - - 32
Introduction - - - - - - - - - 34
Conclusion - - - - - - - - - - 35
Recommendations - - - - - - - - 35
References - - - - - - - - - - 37
Appendix - - - - - - - - - - 38
Questionnaire - - - - - - - - - 39
8
CHAPTER ONE
Introduction
as man. It has been in existence for quite a long period of time which is as a
result of man’s desire for keeping documents and for keeping proper of daily
business.
Hence is life wire of most business as the planning of the documents used for
construction of safes receipts for good bought and so on are kept for future
to grow will need records for will depends on record management. There is
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hardly an organization that has no desire for storing documents, the major
problem could be lack of finance and equipment such as filling cabinets desk,
record having been able to buy the necessary equipment lack of space can
respectively.
Many in times, we hear of missing records from the office where they are
kept the purpose of this study is to make people aware of the relevance of
management in an organization.
10
1.3 Purpose of Study
The main important of this study is to examine the effect of the relevance of
organization.
ii. Determine the problems that are associated with the record management.
secretary in an organization?
3. What are the problem associated with record management and technology
in an organization?
Delta State in particular, the study was conducted in isoko north local
government area.
b. The quality of responses from people who do not actually know the
an organization.
their secretaries are not willing to discuss or allow research into their office
for official reason this has ready created problem during the curse of this
study.
research study.
Some operational terms used in the course of writing this project. The items
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Record: These are written document of anything that is presented for
future reference.
of that room.
expectation.
conduct of employee.
2.1 Introduction
In this chapter, the researchers some of the literature relevant to this topic
secretary in an organization.
iii. The role of and system used for suitable if a good professional secretary in
an organization.
14
records by the right personnel in the most appropriate and safe place essay
For instance, when we talk about staff record in an organization they keep
iii. Sex
iv. Experience
person or thing” he further said the consequence need to make good security
or especially personal record so that they are not available for general
security.
immediately. The original application from medical report usually starts the
record etc. are added the personal fits of staff are confidential and should
for the efficient systematic control of the creation, receipt maintenance use
According to Okagbare (2008) it was stated that if record are kept properly,
staff can recall stored information when needed. Record management is the
without keeping proper record daily undertaking i.e record of income and
expenditure.
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No employee can work effectively with keeping record of his or her
employee because the need must arise especially in matter like promotion
iii. Storage Period how long: is it necessary for legal and administrative
iv. Simplicity: The system should be easy to follow and simple to operate all
v. Security: The security of the fills and document a very important especially
looked as complete cycle of records including all the activities dealing with
Record maintenance on the other hand deals with allocation of space file
the files.
storage material according to a systematic plan for quick reference and for
requested for.
Classification may be either direct or indirect. Direct filling means that the
located.
According to Esene (2006), there are basically five (5) method of classifying
i. Alphanumerical filing
v. Chronological filling
Alphanumerical Classification
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This method is the most popular and widely used, files are arranged
Numerical Classification
This type of classification is very suitable for organization that handled large
or bulk lick hospital law officers, accounting of files etc. here each file is given
a serial number index card are required to contain the names of the
Geographical Classification
Subject Classification
other.
Chronological Classification
This is where document are filled according to their dates in numerical order.
It is not often used as a basic system but it is the normal method of filling
papers write in files. In this system, paper are filled according to date they
were received in the office and not the data they are written.
i. Centralized system
The choice of location depends on the type of records, the physical distance
involved who is to use the records and in that way. Records that are general
Both the centralized and the decentralized filling system have their own
1. All files are located and kept in one place accommodation and equipment
3. Files are more complete of documents and files together and their copies
Ahuhannah (2002) in his new suggested that the following ways should be
a. Horizontal Filling
shelve drawers.
b. Vertical Filling
The paper folder are stacked on edge one behind and another usually in
drawers of box type containers compared with the horizontal filling, this
method offers the advantage that any item may be with draw without the
remainder.
c. Lateral Filing
The method is strictly vertical in that, the papers are stacked on edge. The
term lateral is used on mean that they are arranged side by side usually on
21
shelves or rack. These are some factors to be considered when choosing the
i. Cost
iv. The likely expansion over the fear of which the document is valid.
Storage Equipment’s
equipment
i. Disk: Both executive and clerks may be need close at hand at relating to
may need to help close at hand papers relating to matter which are except
ii. Drawer: The drawer is for general use in office vertical filling cabinets of
drawer size.
should consider the erection of fire-proof room inside which record can be
22
filled in ordinary standard equipment. Other storage equipment includes
the storage space which would have been occupied by the original papers.
The information held in the micro film not to be printed out on paper but
Non-Availability of Space
Where there is no available space for paper records there will be no space
those equipment should be kept. This make everywhere untidy also it can
wear the filling clerk who take control of filling and retrieving of document
adequate training for the job sometimes they do not have interest in the job
because they are not trained for that. This makes them to show non-challant
much efforts should be made in providing qualified and capable staff for the
Lack of Finance
23
Lack of fund is one of the greater problem facing record management
whole.
Motivation
integral urge if the record manager is not motivated he or she will not be
able to keep record appropriately in the same vein the researcher define
that will not want to do. The filling clerk ought to be motivated order to
carry out her work effectively, where this is lacked, dissatisfaction come
which makes a worker to develop a poor attitude towards work that may lead
to under production.
Adequate motivation help worker feel that they are part of the organization
which enhance employees it generate greater loyalty towards the film and
24
This is one of the greatest problems in record management without storage
facilities, document will not be safe. It will be scattered and also be missing,
From different review, it was find out that expert lack more emphasis on the
The purpose of this study is to make people aware of the relevance of record
management.
place where are unqualified personnel to handle record filling and filling and
refined of document with adequate money for the work, office will in turn
enhance productivity storage facilities are also need for safe keeping
documents.
Finally, there is need for personal adequate finance motivation and storage
25
26
CHAPTER THREE
RESEARCH METHODOLOGY
3.1 Introduction
The design of the study was not a survey according to Esene (2007) is of the
The population of this study comprised of 50 members of staff from the Isoko
North Local Government councils in Delta State which include 30 junior staff
This research work was conducted in Isoko North Local Government Council
profession in an organization.
27
The whole population which comprise of respondent ranging from 30 junior
staff and a senior staff and also used, using survey method or technique.
contact and with the help of senior staff and junior staff in the various offices
3.7 Instrumentation
The instrumentation that was used for data collection for this study is a well
while part B calls for questionnaire regarding the topic under study.
question was used which present the information with only two choice of the
answers and these was “Yes” and “No” in which the respondents was
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it is a process, which involves collecting and analyzing data to access the
possible for the respondent to also elicit responses in office technology and
management.
reliability test to evaluate the stability of the questionnaire item. Both the first
The data that was collected with the questionnaire was carried, fully
assembled and organized. The data was analyzed using the following
formula.
No of questionnaire 100
×
No of Respondent 1
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CHAPTER FOUR
4.1 Introduction
This chapter presents the analysis of data collection for the study.
The table below presents the summary of the generated from the field. The
Question One
Table: 1
S/ ITEMS YES % NO %
N
1. Do you think that record management is 45 90 5 10
the key to success in business
organization?
2. Do you think that record keeping is 43 86 7 14
relevant to management?
30
6. Can the non-chalant attitude developed 42 84 8 16
by those keeping record lead to poor
record management?
From the above table, it was discovered that 45 respondents are representing
90% of the total number were of the opinion that management is the key to
record can lead to poor record management while 10% of the respondents
did not agree. 42 respondents constituting 84% support the office attributed
Table: 2
S/ ITEMS YES % NO %
N
1. Can poor record management hinder 50 100 0 0
31
quick reference to information?
2. Can poor record management affect 43 86 7 14
the productivity of organization?
3. Can poor record management cause 40 80 10 20
aggression to the work concerned?
Source: field survey, 2016.
From the table, 50 respondents 100% were of the opinion that poor record
It was also gathered that 40 respondents 80% were of the views that poor
Table: 3
On the view of the staff in table 3 above as regards with record problem
representing 70% maintained that lack of qualified or trained staff can affect
100% said that the organization do not motivate the clerk in order to make
A total of 50 respondents representing 100% said that lack of fund can have
The purpose if the study was to assess the relevance of record management
in an organization from the study. It was found that record keeping can help
in quick retrieval of document in the organization. This can be seen from the
data analysis in which over 90% of respondent were agreed. The result of
33
the study also showed that which over 90% of respondent were agreed. The
result of the study also showed that record management help in file
information. The study also shows that record are vital importance to
achieving organizational goals and objectives and also good record keeping
More so, for organization to achieve their goals and objectives, proper record
34
CHAPTER FIVE
5.1 Introduction
designed which was used to gather information from the respondents about
Arising from the analysis of data collected, the following were made
record management
organization.
6. That lack of space, find and storage facilities can also cause of record
management.
5.3 Conclusion
The study reveals that there are few equipment for storing of record in most
5.4 Recommendations
Based on the result of the study the following recommendations were made
that enough funds should be raised for the purpose of storage equipment in
management.
out their duties effectively and without difficulties especially in the area of
record management.
to business organization.
36
REFERENCE
37
Appendix
Dear Sir/Madam
Yours Faithfully
38
QUESTIONNAIRE
SECTION A
Personal Data
Name:__________________________________________________
Sex: Male [ ], Female [ ]
Age: 18 – 22 [ ], 22- 25 [ ], 25 – 35 [ ]
Qualification: NCE [ ]; OND [ ]; HND and above [ ]
KEYS
Yes [ ]
No [ ]
SECTION B
1. Will the use modern office equipment facilitate record keeping and
management? YES [ ], NO [ ].
2. Does modern office equipment assist ensuring the safety of records? YES
[ ], NO [ ].
3. Do secretaries need adequate skill and knowledge in the used of modern
office equipment for effective record? YES [ ], NO [ ].
4. Are good record keeping /management a key factor for business organization
success? YES [ ], NO [ ].
5. Does the following attribute the good qualities of nay record system.
Accessibility, Simplicity, Correctness, Completeness and Originality? YES [ ],
NO [ ].
6. Does the modern office equipment compel one to change his or her system
of record keeping? YES [ ], NO [ ].
7. Can modern office equipment increase the security and effectiveness of office
records? YES [ ], NO [ ].
39