| |
can be established. If a report is late, the purpose of the
system and perhaps the report itself is defeated.
Tickler System
The tickler system provides an index to the required
reports and shows the submission date of each. The
manner in which a tickler file is made up may vary with
each command. It is suggested that you use 5-inch by
8-inch cards with separations or tabs marked as follows:
DAILY
January through
WEEKLY
December
MONTHLY
QUARTERLY
SEMIANNUALLY 1 through 31 for use
with current month
ANNUALLY
WHEN OCCURRING (SITUATIONAL)
Although it may not be necessary to use aall the tabs
or separators, depending on the makeup of your file,
those separators are generally placed in a standard-size
box (called the tickler box) with the Reports Record
Card, OPNAV 5214/5, tiled between the appropriate
separators to reflect the tickler date on which the report
should be prepared. The report tickler file requires daily
attention if it is to be an effective aid.
In addition to current reports, the reports tickler file
may be used for the following:
. As a reminder of action required on incoming
mail, such as a reply that may be required on an
incoming letter
. As a reminder of nonreceipt of a reply to an
outgoing letter from your command
Tickler cards maybe prepared to serve the purposes
of either of the previous conditions. However, an easier
and more economical method would be to attach the
third copy of the routing slip to incoming mail. In the
case of outgoing mail, file a copy of the correspondence
itself in the appropriate place in the tickler box to serve
as a reminder of action required.
Notice to Departments
To make sure departments submit all reports when
due, a command should have a system for alerting them
in sufficient time before the actual due date. This may
be done in one or both of the following ways:
. Add a list of all the reports that will come due in
the following week to the commands weekly list of
overdue
reports/correspondence.
This
is
a
recommended practice for improving timeliness in
reports submissions.
. Provide a reports tickler card to offices preparing
reports. This can stimulate good two-way
communication between the departments concerned
and the reports control office.
RECORDS DISPOSAL
All tasks connected with files, including their
disposition, must be taken seriously. Since you maybe
responsible for the work of juniors, you may also be
directly involved in the proper disposal of tiles that have
served their purpose.
Decisions to save or not save must not be avoided
by saving all your tiles. No matter how firmly you
believe that disposing of a file today will mean someone
will need it tomorrow, holding files simply because
someone might need them is not good management. If
you are in doubt about disposal of certain records, avoid
taking it upon yourself to either retain them or dispose
of them. Before any decision is reached where doubt
exists, consult with your superiors to decide what course
of action should be taken.
The Navy and Marine Corps Records Disposition
Manual, SECNAVINST 5212.5C, spells out the
retention period of official files. It also gives
information about whether official files must be
destroyed or forwarded to a records center at the end of
their retention period.
DEFINING RECORDS
It is possible that your tiles contain material that is
not considered to be official record material. Pamphlets,
books, extra copies of letters, directives, and so forth,
are sometimes taking up space because nobody made a
decision with regard to their retention value. Whether
official or unofficial, material in your tiles must be
disposed of at regular specified period. It must not be
allowed to remain in your files longer than necessary.
The statutory definition of records, 82 Statute 1299,
as amended, defines records as all documentary
material, including books, papers, maps, photographs,
machine-readable materials, or other documentary
materials, regardless of physical form or characteristics
made or received by an agency of the United States
Government under federal law in connection with the
6-7
|