Assessment Template For File Clerks

File correspondence, cards, invoices, receipts, and other records in alphabetical or numerical order or according to the filing system used. Locate and remove material from file when requested.
File Clerks

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Popular Job Roles
Claims ClerkClerkDocumentation SpecialistFile ClerkManufacturing ClerkMedical Records ClerkOffice AssistantPolice Records ClerkRecords Clerk

Occupation-Specific

Technology Skills
Electronic mail software
Questions30
Time Limit20 min

Tasks

  • Scan or read incoming materials to determine how and where they should be classified or filed.
  • Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval.
  • Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
  • Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
  • Answer questions about records or files.

Technology Skills

Electronic mail software

Email software, Microsoft Outlook

Presentation software

Microsoft PowerPoint

Spreadsheet software

Microsoft Excel

Medical software

Electronic health record EHR software

Filesystem software

Electronic filing software

Worker Requirements

Technology Skills
Electronic mail software
Questions30
Time Limit20 min
Skills
Reading Comprehension
Questions20
Time Limit20 min
Knowledge
Administrative
Questions30
Time Limit20 min

Skills

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Monitoring

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Service Orientation

Actively looking for ways to help people.

Knowledge

Administrative

Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Computers and Electronics

Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Worker Characteristics

Technology Skills
Electronic mail software
Questions30
Time Limit20 min
Skills
Reading Comprehension
Questions20
Time Limit20 min
Knowledge
Administrative
Questions30
Time Limit20 min
Abilities
Information Ordering
Questions30
Time Limit25 min
Interests
Conventional
Questions25
Time Limit15 min
Work Values
Support
Questions30
Time Limit15 min
Work Styles
Attention to Detail
Questions20
Time Limit20 min

Abilities

Information Ordering

The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).

Category Flexibility

The ability to generate or use different sets of rules for combining or grouping things in different ways.

Near Vision

The ability to see details at close range (within a few feet of the observer).

Written Comprehension

The ability to read and understand information and ideas presented in writing.

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Interests

Conventional

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Realistic

Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

Enterprising

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Work Values

Support

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Work Styles

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Cooperation

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

Integrity

Job requires being honest and ethical.

Independence

Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

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