Document Management - White Paper (ID 5277).pdf Jul. 2014 | Page 33

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Which types of incoming paper documents will you include/exclude in the system?
Who will be responsible for scanning the backlog of files?
How many people will scan incoming files on an ongoing basis?
What is the procedure for paper files after scanning them into the system?

Daily Workflow:
• Which tasks or procedures are guided or tracked by forms (e.g. checklists)? Similarly to
create recurring documents, what is the repeating cycle of review and revision?
• Who are the points of contact in each step of these procedures?
• How might template forms, workflow status flags, and automatic notifications streamline
the flow in each of these case