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File Clerks

SOC 43-4071.00Job Zone 2 · Some Preparationv.26.05

Context coveredThis framework covers file clerks working in general office, administrative, medical, legal, and governmental settings who manage physical and digital records across the full lifecycle from intake and classification through retrieval, retention, and disposal.

Sources:O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.SkillsCrosswalkSkillsCrosswalk — O*NET enrichment + adjacency index. Opens in new tab.
Emerging
Entry / Apprentice
  1. Basic filing protocols — follow under direct supervision to sort physical and digital documents alphabetically, numerically, or chronologically in an office setting.
  2. Incoming materials — scan and read to determine initial classification categories under guidance from a supervisor in a general office environment.
  3. Office equipment such as copiers, scanners, and printers — operate to reproduce requested documents under close supervision on a daily clerical basis.
  4. Logbooks and simple computer records — use to track materials filed or removed from storage under direct instruction in a records management context.
  5. New file records — create by adding labeled folders or entering basic data fields into document management software under supervisor direction.
  6. Authorized staff requests — respond to by locating and retrieving straightforward records from organized physical or digital filing systems.
  7. Departmental materials gathered for filing — collect from designated pickup areas or staff drop-off points following established office procedures.
  8. Confidential documents — handle and secure according to basic workplace guidelines under direct oversight in an administrative office.
  9. Incoming office mail and correspondence — sort and distribute to appropriate recipients following standard office routing procedures.
  10. Telephone calls and routine inquiries — answer and direct to the correct staff member or department using basic office communication protocols.
Developing
Mid-level / Established
  1. Filing classification schemes — apply consistently across multiple content types and user criteria with minimal oversight in a busy administrative office.
  2. Document management software — use routinely to enter, update, and retrieve electronic records efficiently in a paperless or hybrid office environment.
  3. Computerized filing reports — generate on a scheduled basis to reflect current status of materials checked in or out across departmental records systems.
  4. Outdated or superseded materials — identify and remove from active files by applying established retention schedules and legal disposal guidelines.
  5. File retrieval requests of moderate complexity — fulfill accurately and promptly by navigating both physical and digital storage systems independently.
  6. New categories or subcategories within existing filing structures — create as necessary when incoming material types fall outside current classification guidelines.
  7. Electronic mail software — use to communicate file request statuses, delivery confirmations, and record updates to authorized staff across departments.
  8. Information from multiple departments — gather, reconcile, and consolidate into unified filing records while managing competing priorities during peak workloads.
  9. Routine written correspondence related to records requests — draft clearly and accurately using standard office suite software with limited review needed.
  10. Active and inactive storage areas — maintain in an organized and compliant condition by periodically transferring materials according to file maintenance schedules.
Proficient
Senior / Expert IC
  1. Complex or ambiguous incoming documents — evaluate and classify independently by applying critical thinking and deep knowledge of organizational filing guidelines.
  2. Database query tools and spreadsheet software — use proficiently to run advanced searches, reconcile discrepancies, and produce detailed records management reports.
  3. Retention and destruction policies — interpret and apply accurately across a wide range of record types, including those governed by legal or regulatory requirements.
  4. Non-routine retrieval situations involving missing, misfiled, or restricted records — resolve autonomously using systematic search strategies and cross-referencing techniques.
  5. Filing system accuracy and completeness — monitor on an ongoing basis, identifying and correcting errors or gaps across physical and digital repositories.
  6. Confidentiality and records security protocols — enforce consistently across all file interactions, including requests involving sensitive personnel, medical, or legal documents.
  7. Office suite and document management platforms — configure and maintain filing structures, folder hierarchies, and naming conventions to support organizational efficiency.
  8. New staff or temporary employees — guide informally on filing procedures, retrieval methods, and document handling standards within the work unit.
  9. Time-sensitive records requests from multiple authorized users — prioritize and fulfill simultaneously while maintaining accuracy and compliance with access controls.
  10. Cross-departmental coordination on records needs — manage independently by liaising with supervisors and department leads to ensure timely and accurate document exchange.
Advanced
Lead / Principal / Executive
  1. Organizational records management strategy — develop and implement across all departments to align filing systems with operational, legal, and compliance requirements.
  2. Document management and filesystem software platforms — evaluate, recommend, and lead adoption of upgrades or new tools that improve records accuracy and accessibility.
  3. Office-wide retention schedules and disposal procedures — establish and maintain in accordance with applicable law, government regulations, and organizational policy.
  4. Filing clerks and administrative support staff — mentor, train, and evaluate to build a dependable and detail-oriented records management team.
  5. Records compliance audits — design and conduct across departments, producing findings reports and leading corrective action plans to address systemic deficiencies.
  6. Confidentiality breach risks and records security vulnerabilities — assess proactively and implement procedural or technological controls to protect sensitive information.
  7. Standardized classification frameworks and filing taxonomies — author for adoption across the organization, ensuring consistency, scalability, and ease of use.
  8. Senior leadership and department heads — advise on records management best practices, emerging regulatory requirements, and the operational impact of filing system changes.
  9. Workflow inefficiencies in mail processing, document routing, and retrieval pipelines — identify and redesign to reduce turnaround times and administrative overhead.
  10. Organizational knowledge continuity — safeguard by overseeing the migration, archiving, and long-term preservation of critical records across system transitions or office restructuring.

AI-at-Work Competency Framework

Sources:Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab.Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab.WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab.
Subscriber feature

Authoritative source data identified for 998 occupations

How a worker at each mastery level uses, directs, and evaluates AI tools in this occupation. Each statement cites its evidence inline; click a citation chip to verify the source.

Emerging
  1. Basic AI query use — submits straightforward search requests to an AI assistant to locate file records or retrieve stored documents, then manually verifies the results against physical or digital filing systems Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab..
  2. AI-assisted typing support — uses AI-powered text tools to draft routine correspondence or fill standard forms, reducing manual keystrokes for repetitive clerical entries Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab..
Developing
  1. AI-generated report drafting — directs an AI tool to compile and format computerized filing logs and retrieval records, then reviews output for accuracy before submission Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
  2. Routine document classification — delegates initial sorting and categorization of incoming materials to an AI assistant, retaining responsibility for confirming placements that involve confidential or sensitive files Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab..
  3. Request fulfillment acceleration — uses AI search and summarization features to locate requested information from large file collections and prepare delivery packets for authorized users, cutting task time substantially Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab..
Proficient
  1. Reading-comprehension-anchored AI oversight — applies personal document-reading skill to audit AI-extracted file content for context errors or misclassifications that automated tools miss, reflecting the occupation's Q2 augmented status Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab..
  2. Cross-department gathering coordination — orchestrates AI tools to track which departments have submitted materials and flag outstanding gaps, then acts on that data to complete physical pickup rounds WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
  3. Confidential-record safeguarding — directs AI assistants to handle only non-sensitive metadata queries, personally managing retrieval and security protocols for restricted files to maintain compliance Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab. WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
  4. Logbook automation oversight — configures and monitors AI-driven logbook entries for filed and removed materials, intervening manually when entries fall outside expected patterns or authorization levels Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab..
Advanced
  1. End-to-end filing workflow design — architects AI-assisted intake, classification, retrieval, and reporting pipelines for the filing function, establishing verification checkpoints and human-review gates at each stage Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab. WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
  2. AI performance evaluation — benchmarks AI tool accuracy against ground-truth file records, quantifies error rates, and recommends tool adjustments or workflow changes to unit supervisors based on measured outcomes Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab..
  3. Policy-aligned AI governance — develops local procedures that govern how AI tools interact with confidential materials, balancing the high time-savings potential of AI against regulatory and organizational data-security requirements Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
Evidence pack
AEI usage
Task observations: 85
Augment share: 8.5%
Time saved: 93.6%
AI autonomy: 2.57
SAFI positioning
Top skill: Reading Comprehension
Score: 45.5 / 100
Quadrant: Q2_ai_augmented
precision: exact
WEF cluster
Human-Technology Interaction
human_technology_interaction
Sources:Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab.WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab.Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab.

Pathsmith Durable Skills Framework

Sources:Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Subscriber feature

Ten durable-skill domains mapped to four proficiency/role levels for each occupation. Each statement is aligned to the Pathsmith taxonomy, derived from trusted grounding data and mapped to occupation-specific O*NET tasks and skills.

1Communication8 statements
Emerging
  1. Telephone response — answers incoming calls and relays basic messages to appropriate staff using standard office phone systems Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. File request acknowledgment — communicates to requestors whether materials are available or currently checked out using simple verbal or written confirmation Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Developing
  1. Records retrieval communication — conveys file status, location, and access restrictions to authorized users in clear, accurate language Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Interdepartmental coordination — gathers filing materials from departments by communicating pickup schedules and document requirements to staff Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Confidentiality communication — explains document security protocols and access authorization requirements to employees seeking restricted records Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Written recordkeeping — generates computerized reports and logbook entries documenting filed, retrieved, and transferred materials with precise, standardized language Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Filing policy guidance — trains new staff on document classification standards and file maintenance guidelines through structured verbal and written instruction Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Cross-departmental documentation — authors clear procedural summaries and filing policy updates distributed across multiple departments to ensure consistent records handling Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
2Leadership8 statements
Emerging
  1. Task self-direction — completes assigned filing and retrieval tasks independently without requiring step-by-step supervision Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Process ownership — takes responsibility for maintaining an assigned section of the filing system in accurate, up-to-date order Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Workflow prioritization — organizes daily filing queue by urgency and department need without supervisor prompting Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Records integrity initiative — identifies and flags misfiled or missing documents proactively before errors affect operations Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. File system stewardship — leads routine file purge and archival processes according to retention schedules, coordinating with relevant departments for sign-off Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Onboarding support — guides newly hired clerks through filing classification systems and office records procedures Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. Records management leadership — leads office-wide transitions to updated filing systems or document management software, coordinating training and change adoption Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Quality accountability — establishes and monitors filing accuracy benchmarks, reporting trends and recommending corrective actions to supervisors Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
3Metacognition8 statements
Emerging
  1. Classification self-check — pauses before filing ambiguous documents to verify correct category placement against established guidelines Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Error recognition — identifies personal filing mistakes during routine self-review and corrects records before they cause downstream retrieval problems Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Workflow self-monitoring — tracks personal filing backlog and adjusts daily task sequencing to maintain throughput targets Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Learning transfer — applies lessons from past misfiling incidents to refine personal classification habits for new document types Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Applying
  1. Process reflection — evaluates personal retrieval speed and accuracy after high-volume request periods and identifies specific inefficiencies to address Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Skill gap awareness — recognizes limits of familiarity with legal or regulatory filing requirements and seeks clarification before processing sensitive records Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Systematic improvement planning — develops personal benchmarks for filing accuracy and retrieval time, reviewing performance data monthly to set incremental improvement goals Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Knowledge strategy modeling — articulates personal classification decision-making strategies to peers and supervisors to support team-level learning Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
4Critical Thinking8 statements
Emerging
  1. Document sorting judgment — determines appropriate filing category for incoming materials by reading content and matching to established classification guidelines Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Routing assessment — evaluates incoming mail and documents to determine correct destination or action required before processing Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Developing
  1. Retention evaluation — assesses whether documents meet criteria for active files, inactive storage, or destruction according to file maintenance and legal requirements Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Request verification — evaluates file retrieval requests to confirm requestor authorization before releasing confidential or restricted materials Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Classification conflict resolution — analyzes documents that meet multiple category criteria and applies logical judgment to assign the most accurate and useful filing location Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Records discrepancy analysis — investigates inconsistencies between physical files and computer logs to identify root cause and restore accurate documentation Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Policy gap identification — identifies weaknesses in existing classification guidelines based on recurring edge cases and proposes evidence-based revisions to supervisors Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Legal compliance reasoning — evaluates file destruction and retention decisions against applicable law and government regulations to ensure organizational legal exposure is minimized Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
5Collaboration8 statements
Emerging
  1. Department liaison — responds cooperatively to file requests from multiple departments, maintaining positive working relationships with requesting staff Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Team task support — assists colleagues with high-volume filing backlogs during peak periods without being prompted Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Cross-functional coordination — works with department managers to establish consistent procedures for submitting and retrieving materials from the central file system Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Shared resource management — coordinates with other clerks to maintain consistent logbook and computer record entries across a shared filing system Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Interdepartmental service delivery — partners with administrative staff across multiple units to fulfill time-sensitive document retrieval requests accurately and efficiently Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Records transition collaboration — works jointly with IT and administrative teams during transitions to electronic document management systems, providing file organization expertise Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Organization-wide records alignment — facilitates working groups across departments to standardize filing taxonomies, resolving competing classification preferences through structured consensus-building Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Mentorship partnership — partners with supervisors and HR to co-develop onboarding materials and collaborative training sessions for new file clerks Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
6Character8 statements
Emerging
  1. Confidentiality compliance — handles sensitive personnel, legal, or financial records with discretion and does not share document contents with unauthorized individuals Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Procedural honesty — accurately records materials filed and removed in logbooks without omitting or falsifying entries Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Developing
  1. Accountability in errors — self-reports misfiling or retrieval errors to supervisors promptly and takes corrective action without deflecting responsibility Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Consistent professionalism — maintains respectful, service-oriented interactions with all staff requesting file assistance regardless of urgency or tone of the request Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Ethical records handling — applies file destruction and retention policies impartially according to legal and organizational guidelines, without selective compliance Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Trust stewardship — safeguards access credentials and physical security of confidential filing areas, recognizing the organizational consequences of records breaches Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Integrity modeling — demonstrates consistent ethical records handling that peers reference as the standard for managing sensitive documents under ambiguous or high-pressure conditions Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Policy advocacy — raises concerns about ethically questionable records practices through appropriate channels, providing documented evidence to support corrective organizational action Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
7Creativity8 statements
Emerging
  1. Workaround invention — devises simple interim labeling or flagging solutions when standard classification categories do not cleanly accommodate an unusual document type Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Retrieval efficiency ideas — suggests minor adjustments to folder sequencing or labeling conventions that reduce personal retrieval time Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Classification system refinement — proposes new subcategories or index terms to better organize growing volumes of a specific document type Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Process adaptation — develops a custom checklist or tracking sheet to manage a recurring high-volume filing task not covered by existing procedures Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Applying
  1. Filing system redesign contribution — generates concrete proposals for reorganizing a section of the filing system to improve both speed of retrieval and logical clarity Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Digital-physical integration — creates bridging solutions that link physical file locations to electronic records, reducing dual-system confusion for the team Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Records innovation leadership — designs and pilots a revised filing taxonomy or digital workflow that measurably improves office retrieval accuracy and is adopted organization-wide Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Cross-system solution design — engineers a novel approach to merging legacy filing conventions with new document management software requirements, eliminating redundancy and reducing errors Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
8Growth Mindset8 statements
Emerging
  1. Feedback receptivity — accepts supervisor corrections on misfiled documents without defensiveness and applies guidance to subsequent filing tasks Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. New system openness — engages willingly with updated document management software or revised classification guidelines when office procedures change Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Developing
  1. Skill expansion effort — voluntarily learns functions of office machines or software beyond current job requirements to increase contribution to the team Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Challenge engagement — takes on unfamiliar document types or classification categories as opportunities to expand records management knowledge Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Applying
  1. Continuous improvement practice — reviews periodic filing accuracy reports and uses identified error patterns to deliberately practice weaker classification skills Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Learning from setbacks — analyzes the causes of a large-scale misfiling incident and implements personal and procedural changes to prevent recurrence Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. Mastery pursuit — pursues professional development in records management, legal retention requirements, or document management systems to advance beyond current job zone requirements Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Growth culture building — creates a team norm of viewing filing errors as learning data by modeling transparent self-reflection and constructive peer feedback practices Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
9Mindfulness8 statements
Emerging
  1. Attention to detail — focuses sustained attention on document sorting tasks to prevent classification errors during routine, repetitive filing work Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Pace regulation — recognizes when rushing during high-volume periods increases misfiling risk and deliberately slows to maintain accuracy Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Interruption management — returns accurately to filing tasks after handling telephone calls or retrieval requests without losing place in the processing queue Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Emotional steadiness — maintains composed, professional demeanor when receiving urgent or frustrated records requests from staff under deadline pressure Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Intentional document review — reads incoming materials with deliberate attention before classifying, resisting the urge to file by superficial appearance alone Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Workload awareness — monitors personal task load across competing filing, retrieval, and telephone duties and communicates proactively when capacity is reached Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. Attention modeling — demonstrates and teaches focused, distraction-resistant filing habits to colleagues, reducing team-wide error rates during peak office activity Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Stress-resilient precision — maintains consistent filing accuracy during organization-wide records audits or compliance reviews when pressure and scrutiny are elevated Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
10Fortitude8 statements
Emerging
  1. Repetition persistence — sustains effort and accuracy through high-volume, repetitive sorting and filing tasks without allowing fatigue to reduce output quality Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Ambiguity tolerance — continues working through a filing backlog even when classification guidance for certain documents is temporarily unclear, setting those items aside appropriately rather than halting Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Deadline endurance — maintains filing throughput during end-of-period surges in document volume without sacrificing accuracy or abandoning portions of the queue Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Error recovery resilience — re-processes a large batch of misfiled records after discovering a systematic error without discouragement, methodically restoring correct order Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Applying
  1. Audit pressure endurance — sustains precise, complete records handling during formal compliance audits or legal discovery processes where accuracy consequences are significant Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. System transition perseverance — continues performing accurate dual-system records maintenance during extended transitions between paper and electronic filing platforms Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Organizational records recovery — leads reconstruction of filing systems after a records loss event, sustaining focus and methodical effort over an extended recovery period Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Sustained standards under pressure — maintains strict confidentiality and accuracy protocols during prolonged periods of understaffing or organizational instability, protecting records integrity without external reinforcement Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Sources:Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
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O*NET enrichment · skillscrosswalk.com

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Source anchors that ground each statement

Related titles
Admissions Clerk · Blueprint Clerk · Brand Recorder · Card Filer · Claims Clerk · Classification Clerk · Clerk · Clerk Typist · Computer Aide · Computer Tape Librarian · Credit Card Clerk · Cut File Clerk
RAPIDS apprenticeships
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O*NET skills
Reading ComprehensionActive ListeningSpeakingWritingMonitoringService OrientationCritical ThinkingSocial PerceptivenessTime Management
Knowledge domains
AdministrativeEnglish LanguageCustomer and Personal ServiceLaw and GovernmentComputers and ElectronicsTelecommunicationsMathematicsPublic Safety and Security
Abilities
Information OrderingWritten ComprehensionNear VisionCategory FlexibilityOral ComprehensionOral ExpressionWritten ExpressionSelective AttentionPerceptual SpeedSpeech Clarity
Work styles
Attention to DetailDependabilityIntegrityCautiousnessCooperationPerseverance
Technology
Document management softwareFilesystem softwareMedical softwareElectronic mail softwareAccounting softwareData base user interface and query softwareSpreadsheet softwareOffice suite softwarePresentation softwareOperating system software
Tasks · seed anchors for statements
  1. Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
  2. Keep records of materials filed or removed, using logbooks or computers and generate computerized reports.
  3. Gather materials to be filed from departments or employees.
  4. Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users.
  5. Add new material to file records or create new records as necessary.
  6. Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
  7. Scan or read incoming materials to determine how and where they should be classified or filed.
  8. Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines or legal requirements.
CIP education codes
52.0408

Sources: O*NET v30.2 (CC BY 4.0), SkillsCrosswalk.com, LER.me, Anthropic Economic Index, SAFI (Jadhav & Danve, 2026), WEF Skills Taxonomy 2021, Pathsmith Durable Skills Framework. © 2026 EBSCOed.