Managing Documents as an Educator

Every teacher will tell you that teaching is an ongoing process. And students as well as the teachers have their work cut out for them. Whereas students are learning new things! At the same time teachers are learning new things about their students at every step. These observations are recorded in Progress Reports. When a new concept is introduced to a student, they are introduced to it in a structured way. This structure usually goes into the Lesson Plan. These documents need a shelf to live on. Meaning: keeping a record which is accessible and safely stored for as long as needed. Record keeping continues long after school year is over. Physical storage is expensive and making it retrieval friendly is important but hard.

Teaching and then Managing Documenting.

Once the lessons are over and the reports are done. They have to work with administration to plan for the coming days and report for the day gone by. The work seems endless, full of satisfaction and yet exhausting.

Most of the administrative tasks are repetitive. Lesson plans are iterative and reports are incremental. And depending on the strength of your class, you are doing similar tasks for every student on loop-mode. Every single working day. Let’s take a journey along on how this impacts the teaching process.

Manage documents by organizing them according to their use.

Education document management

Organization makes handling documents easier. Only if you know what goes where, only then will the system make sense. Knowing how you are going to use the documents, is the key here. As this becomes the foundation of organizing the documents. Does this mean handling documents and organizing documents is different. Yes!

Handling

While handling means how you manage, do, or deal with tasks, objects, or information. It’s about the actions and steps you take to handle something, like finishing tasks, solving problems, or doing specific actions.

Organizing

Organizing is about arranging items, information, or tasks in a structured way. It’s about creating order and efficiency so things are easy to find, use, or manage when you need them. Organizing includes sorting, putting things into categories, setting priorities, and arranging based on logic.

Relationship Between Handling and Organizing:

Complementary Actions

Effective handling often benefits from good organization. When things are well-organized, handling tasks or information becomes smoother and more efficient.

Sequential Processing

Organizing usually precedes handling. Before you can effectively handle something (like a task or information), you often need to organize it first.

Different & Varied Skill Sets

While handling may involve problem-solving, decision-making, or action-oriented skills, organizing often requires planning, categorization, and structural thinking skills.

Managing Document through Physical Organization

Tools Used: For Documents; Files; Folders

Actions:

Managing Document through Digital Organization

Managing document digitally

Tools Used: For Scanned Copies and Digital Files

Actions:

Store Smartly, Retrieve Easily

Managing document through a portal

Now comes the simplest yet hard part. Once you have created something, you need to store it. Every other step, in a physical sense comes after it. You need a dependable system to save it securely, and an operable system to access it as and when needed.

Storing Physical Document in order to manage them in a better way.

If you are exclusively working with papers famously called physical or hard copies of any document, you will can follow the Comprehensive Manual Document Organization System (CM-DOS).

  • Gather supplies (folders, labels, etc.)
  • Sort documents by category (lesson plans, reports, etc.)
  • Create filing system with main categories, subcategories, and alphabetical/chronological order.
  • Label folders clearly with category and subcategory.
  • File documents in appropriate folders.
  • Organize folders in filing cabinet/box (frequent access on top).
  • Regularly review, update, and secure important documents.
  • Consider digital backups for critical documents.
  • Train others on the system if shared.

Creating Digital Document Repositories for better document management.

Digital backups gives you two options. One through which you manage your documents offline on a hard-drive. And with internet in the loop you can manage your documents through cloud.

OFFLINE

  • Pick external storage (hard drive or flash drive).
  • Organize lesson plans in folders (e.g., “Grade 5 Math”).
  • Scan paper plans and save digitally.
  • Name lesson plans clearly for easy search.
  • Securely store the external drive (locked drawer).
  • Set reminders to update plans regularly.
  • Backup to another drive for extra protection (optional).
  • Share plans offline with colleagues through a flash drive.
  • Enjoy easy access and offline editing.

ONLINE

  • Pick cloud storage (Google Drive, Dropbox).

  • Create a new folder (e.g., “Grade 5 Lesson Plans”).
  • Scan paper plans and save digitally.
  • Name lesson plans clearly for easy search.
  • Secure your account with password and access settings.
  • Set reminders to update plans regularly.
  • Backup plans by duplicating within the cloud (optional).
  • Share plans digitally with collaborators (by giving access).
  • Enjoy anytime access and easy online editing.

So Storing Digitally Adds an Extra Step?

Yes! Yet there is a key difference between both of them. Efficiency.

How? You ask.

Physical Storage!

  • Limited searchability: You can only search by physically looking through folders and labels.

  • Space limitations: Filing cabinets and storage boxes take up physical space, which can be limited.

  • Susceptibility to damage: Papers can be ripped, lost, or damaged by water, fire, etc.

  • Sharing difficulties: Sharing physical documents requires physically transporting them.

Digital Storage!

  • Powerful searchability: You can search within documents using keywords, making retrieval much faster.

  • Space efficiency: Digital files can be stored virtually with minimal physical footprint.

  • Durability: Digital files are less prone to physical damage (with proper backups).

  • Easy sharing: Documents can be shared instantly via email, cloud storage, etc.

Key Difference between Physical and Digital!

Transforming document management, a key aspect of record keeping, into a seamless process.

Magically managing documents

In a Document Management System efficiency, access, security, and growth of the record-keeping department, is improved greatly for the educators. As it streamlines processes, cuts costs, and makes overall document management easier.

Learn More – A Tool to Help Revolutionize Document Management for Accounting Firms

Discover Docupile in 15 minutes — Book Your Demo Now!

Schedule a 15-minute consultation.

Join to newsletter.

100% No Spam. We won’t share your email.

Get a personal consultation.

Call us today at (281) 942-4545

Smart Document Management System