Propuesta de técnicas y procedimientos para manejo de archivos en secretaría y la atención al cliente de la Cooperativa de Ahorro y Crédito Mushuc Runa Ltda, agencia Píllaro, provincia Tungurahua

Abstract

The proposal of techniques and procedures for handling the file in the Secretariat and the customer service of the Cooperativa de Ahorro y Crédito Mushuc Runa Ltd Pillaro Agency, Tungurahua province has been deveioped with the aim of improving document management in the aforementioned área of the credit institution. The information was obtained through the use of a survey and interviews with both the employees and the members of the cooperative. The results made it possible to demonstrate the lack of knowledge on the part of the person in charge of organizing the information, which due to the activities own of the entity are processed daily. On the other hand, the conditions in which the attention to the partners and clients is provided are not executed in terms of agility to the requested procedures, for which dissatisfaction is generated in the users. Analyzed the circumstances that have been impeding the efficient development of the secretary área of the cooperative, a manual of techniques and the effícient techniques and procedures is presented to correctly focus on the organization of the information while maintaining strict parameters on document management, preservation times and operability of these before the processes of the institution. Therefore, it has been concluded that the cooperative urgently needs to adopt proposed procedures for handling, treatment. conservation and elimination if necessary of the documents produced and received in the entity, so it is recommended to consider the application of the manual designed for the secretary.