Rick,

Our records are scanned as soon as the mail comes in the door. Records that are part of an automated workflow are scanned and automatically sent to the analyst working that item, records that are still involved in a manual process and still handled in paper (very few of these in our process) are delivered to the appropriate department. Once the department processes the work, the records are sent back to us to be scanned.  

Once the workflow has been completed, the records are declared as "official" records and are mapped to the appropriate retention.

Sandra Broady-Rudd, CRM
Records and Information Manager
Texas Municipal Retirement System
P.O. Box 149153
Austin, TX  78714-9153
(P) 512-225-3729
(F) 512-476-5576
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-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]]On
Behalf Of R Weinholdt
Sent: Friday, May 04, 2007 2:08 PM
To: [log in to unmask]
Subject: [RM] Document workflow


For those of you that have an electronic records and document management
system, how do paper documents flow through your organization?  Is incoming
correspondence scanned immediately and distributed electronically, or are
the documents sent to the appropriate user and scanned afterwards? At what
point does document classification occur? When is the paper destroyed?

 

If anyone has a document workflow diagram they could share with me, it would
be greatly appreciated

 

my%20logo%209kRick Weinholdt

GANDRA Consulting

2 Mercedes Drive

Winnipeg, MB

R2P 2X9

 <http://www.members.shaw.ca/rweinholdt/>
http://www.members.shaw.ca/rweinholdt/ 

 


 

PH: 204-694-0401

 

"Many things will catch your eye, but only a few will catch your heart,
pursue those." 


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