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jasdip1

How do you file by name?

10 months ago

I've been working in a friend's health clinic part-time on the front desk. I quite enjoy it, and have a great rapport with the clients.

When it comes to hyphenated names, how should they be filed? Under J for Smith-Jones? Or the alternate?

I've never really thought of it before until now that I'm working in an office environment.

I've also realized that when we are given forms to fill out on initial visits, it's crucial to print legibly. Filing and phone numbers can be a nightmare! LOL

Obviously there are loads of files already filed, and I'm filing them how they are. I'm curious as to what the correct way would be.

Comments (39)

  • 10 months ago

    Ask them what their procedure is. Doesn't matter what anyone else does. They already have a system.

  • 10 months ago

    S for Smith-Jones. If they do it differently then fix them all, they’re wrong. 😉

  • 10 months ago

    I would confer with someone who works there as to how their filing system is done. Just prevents a lot of future probems. MHO only.


  • 10 months ago
    last modified: 10 months ago

    You treat them as one name, filing by the first letter of the first surname. Also in hispanic cultures your would address them by the first name. Senor or Senora Lopez-Arriate would be addressed by the Lopez surname.

  • 10 months ago

    Properly? Food is correct.


    I was the manager of a file room. What does that mean? I was over people who had to file things away. I have many many years of filing things away. Not that I'm trying to elmerize what I'm saying. This is something I've done myself. I don't know someone who knows someone, this is what I've done.

  • 10 months ago
  • 10 months ago

    I noticed in the Mexico City phone book that names were alphabetized by the first of the hypenated names, and Garcia-Lopez would be in the "G"s. This is a very common hypenated last name in Mexico City.

  • 10 months ago

    Rob - You reminded me of my first college internship. First day I walked in and I’m told Frank will give me work. Frank said, ”I don’t know what they told you you’d be doing in this job but it’s going to be clerical.” He pointed to boxes of enrollment forms and told me to alphabetize the forms by last name.

  • 10 months ago

    To repeat my comment in my opening post, I AM filing the way they do. I've only recently started and others have been there for years.

    I just asked how you think Smith-Jones should be filed. Pretend that I want to open an office and want to know the 'correct' way to file hyphenated names.


    My personal thought is confirmed by FOOD, Rob and others. I too would do it that way. She doesn't, but I'm not changing it, so rest easy.


  • 10 months ago

    True story. Back in the day, DH had a new secretary, and part of job was filing.

    She was away from her desk and he needed to find a memo.

    There were a lot of files, but he saw a super large folder nearby - titled SUBJECT.


    He would always write "file under subj".


    and she was so fast at filing....

    true story. we still laugh about that one.


  • 10 months ago

    Is the implication that this business is still hand filing physical materials? If not the computer system should sort the entries for you. And they should be searchable by any word. But yes, in an old style system double barrels work as Food said. But if there's no hyphen go by the last name.

  • 10 months ago

    The offspring of British parents, my maiden name was hyphenated/double barreled. Everything in my life growing up was sorted/alphabetized/filed by the first initial of the first part of my last name.

  • 10 months ago
    last modified: 10 months ago

    I used to work in Public Relations and was faced with a long list of names to be alphabetized in a news release. I was told (by a higher-up that I really didn’t care for) to put Smith-Jones in the Ss. I thought she was wrong. Guess she wasn’t. Who knew? 🙄

  • 10 months ago

    Jas, i think you have your answer and I agree. Thats how I would start new files.


    Filing brings back so many bad memories of overstuffed office filing cabinets. I can remember pushing old files with all my might to get a new one in. Does anyone ever unfile? I guess more files are kept electronically now.


    In one office, files were kept according to type of donor — corporate, foundation, family, etc. Sounds great as long as you know what you’re looking for. Many files met the criteria for several categories. One day we just interfiled them all so if you were looking for the Smith-Jones Foundation you looked under S. ( still dying about elmerize). Yes, this was something in which i truly participated.

  • 10 months ago

    Thanks for clarifying, Jasdip - seems like filing under the latter hyphenate would make things a bit more confusing...?

    Is it inertia that makes people resistant to changing things to be more functional and efficient? Or is it simply laziness and disinterest?

  • 10 months ago

    Thanks for posting this as I got four new cases today with Latino last names. This conversation was helpful!

  • 10 months ago

    I have a very dear friend who is a professor of linguistics and etymology. She said that right or wrong, a part time worker should simply follow whatever the established practice is. A labor lawyer in my family told me that failure to do so would be legal grounds for dismissal.

  • 10 months ago

    One summer in high school, I got a job as a filing clerk at a state government employment dept. where applications were filed by the first letter of the surnames regardless of single, double or triple. That was the common sense and the rule, I was told. Just made sense. Back then some people attached their photos on the applications to show as if their beauty would give them an edge 🙂

    P.S. Just wanna say this is the funniest thread of the day. That’s all.

  • 10 months ago
    last modified: 10 months ago

    I spent a decade as a librarian. Cataloguing and filing was done by specific rules but there were always queries. Not to mention people just plain misfiling. Thank goodness filing is pretty much obsolete now. Very few files are still kept in physical form so searching is easy. I'm currently spending a lot of hours transferring an old newspaper catalogue to electronic format. It should take the rest of my life at the rate I'm going. You wouldn't believe the changes of format, indecipherable codes and alternative spellings. Thank goodness for computers.

  • 10 months ago

    Reads simple question on online forum, immediately consults dear friend professor of linguistics and a family labor lawyer for answer. There you go rob333 (zone 7b) . Elmerizing at it's finest. My cheeks hurt from laughing.

  • 10 months ago

    " Reads simple question on online forum, immediately consults dear friend professor of linguistics and a family labor lawyer for answer. There you go "

    So here's the thing, wildchild. No part of my comment was serious. I made it all up. I was intentionally exaggerating and spoofing myself to fit into a caricature others unfortunately mistakenly described. It wasn't intended to be a trap for anyone but you and others who "liked" your comment seem to have foolishly misunderstood and took bait that wasn't intended to be such.

    That's even funnier.

  • 10 months ago

    Too funny! Lol. It wasn’t the first time elmer set ‘trap’. His pattern of consulting his circle of experts to give his answers has been consistent in his many posts. My memory has not failed me 😂😂😂

    P.S. Just wanna say this is the funniest thread of the day. That’s all

  • 10 months ago

    No,what people liked was Elmerish and you have just fulfilled your role. I am sorry if it comes off as rude to you but...just sayin. Just a joke. You love to parse and you did see?

    I do have to ask what on earth does filing have to do with linguistics. Filing is just an documentary organizational thing so you can reliably find something again. Your method is not within the perview of the law so far as I ever heard. Offices have their systems. I did filing in college and again for the feds as a part of other jobs. One of those required girl things like taking notes at meetings...something I never did by the way. Not one of my strengths.


    I have spent a fair amount of time around doctors offices and they all type stuff into the computer which automatically goes into your file. No transcription.


    patriciae

  • 10 months ago

    " His pattern of consulting his circle of experts to give his answers has been consistent in his many posts. "

    I'm curious. I know people in diverse occupations and have a habit of inquiring (in appropriate social settings, never to the point of being a pest). I like to learn more about experiences people have, what they do and what they deal with. I never ask personal questions for free advice - I hate it when people do that to me and I offer the same courtesy to others. More along the lines of - "tell me what a typical day is like as an X", or "what are the good and bad aspects of what you do?" or even "Tell me something funny or annoying that has happened in your work lately". Most people are complimented when someone shows an interest in what they do - they obviously do or wouldn't be doing it, and are usually happy to share. Not surprisingly, that often starts an ongoing info flow such that when I might run into someone at a later date with whom I'd had an interesting conversation, they might say "Hey, I was hoping you'd be here. I had something happen to me last week that I think you'll find interesting". And so it often goes, rinse and repeat.

    If you do more talking than listening with people you meet and know, you're missing out.

  • 10 months ago
    last modified: 10 months ago

    " I do have to ask what on earth does filing have to do with linguistics. ", and

    " Your method is not within the perview of the law so far as I ever heard. "

    Are you having a bad day, patricia? Did you miss what I said to explain following wildchild's comment?

    I made it up. None of it has to do with anything. I read the comment, thought for 30 seconds or less about how to phrase a somewhat smart-alecky response, and that's what's there. I gave it no further thought. A top of the head instant response.

    Filing has nothing to do with anything. Other than, filing.

    It's purview, not perview.

  • 10 months ago

    I should probably mention that I've found that the ability to be self-deprecating and to make fun of oneself are signs of sincere modesty and humility. I think some of you are sometimes wound a bit too tight and can take things (and yourselves) too seriously.

  • 10 months ago

    HOOT


    patriciae

  • 10 months ago

    And a HOOT back at you.

  • 10 months ago

    Elmer, you have opened yourself up for life to charges of self deprecating humor.


    patriciae

  • 10 months ago

    Note the word "self" in that phrase.

  • 10 months ago

    Can we stop?

  • 10 months ago
    last modified: 10 months ago

    Yes, you can file this thread away now. File it under subj (that was funny, an example of how little brainpower was applied to filing back in the day)

  • 10 months ago

    8 out of 32 comments

  • 10 months ago

    Thank goodness filing is pretty much obsolete now. Very few files are still kept in physical form


    I was visiting my brother and had to take my dog to the vet so used his. MY GAWD. They started a file on an index card! Then put it in a small index card sized folder in a bank of index card sized metal drawers. The doc prescribed meds in an orange pill bottle. The med name and dosage was written on a slip of paper inside of the bottle. The invoice was written on a carbon paper tablet, the size that a waitress in a diner would use. The only electronic device was the credit card machine. It was also the least expensive vet experience I have ever had.


    (I also met a retired cop in the waiting room who has 23 cats in his ranch house and is trying to hunt down the person beheading stray cats in his neighborhood. Once he figures it out his friend from the LA Hell's Angles is going to come dig his grave.)

  • 10 months ago
    last modified: 10 months ago

    Kendrah No apostrophe and the E before the L. ;-)

    Country vet?

  • 10 months ago

    Yeah, excuse the typos. I was half asleep when I posted that comment last night.


    City vet!

  • PRO
    10 months ago

    I was going to wonder what kind of angles one might find in hell- were one to go looking.

    o j

  • 10 months ago

    There is no such place but I suspect the word obtuse could apply.

  • 10 months ago

    I would think acute. Lots of pointy things like horns and tridents.