Roles · Any business

AI records custodian

Sorts and files records in order. Retrieves information for users. Removes outdated materials from files.

Nia Wu“I sort and file records for the business.”An example character, not a real person.
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Records custodian · What it does

Three tasks it takes off your hands

  1. Sort information according to guidelines or order.
  2. Find and deliver information to authorised users.
  3. Eliminate outdated materials from files.
Where these come from

The tasks of “File Clerks” (O*NET 43-4071.00), as O*NET lists them:

  • Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
  • Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users.
  • Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines or legal requirements.

Records custodian · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft Word
  • Adobe Acrobat
  • Intuit QuickBooks

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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