Document Control...
`The Print Management Service Programme`
The Management of Printing and Business Processing that includes all hard and soft documents to raise the `bottom-line`
Part Three
`DOCUMENT CONTROL - SAVES THOUSANDS OF £`s/Euro`s`
All companies should operate a document control system because it saves time and money!
to read part one and two, see:
http://graphicstart.com/i/print-management-service-programme
It is estimated that around 80% of business information in companies is unstructured, and of that, only 20% is managed, yet it is hard to think of one business activity where content does not play an essential role. The result of this is that organisations lose time and miss out on opportunities to become more productive. Even worse, unmanaged information is an increasing liability for organisations that are frequently held to account on the basis of some information they could have destroyed, if only they had known they still had it. Operating an efficient and effective Document Management System will increase your `bottom-line`.
In all organisations, document control is necessary because it helps you control the flow of documents, information and puts £`s on your `bottom-line`. In all offices, from the smallest to the largest, it is necessary to keep track of the number of documents being used. In the smallest office, the method may consist of only a periodic visual check of the document supply. In a large office that uses thousands of documents, a document control plan based on the systems family method will be needed. In a large corporation a functional file system is implemented to handle the thousands of documents that are used. Generally, the numbers of documents a company utilises determines the types of document control programmes that are employed.
Document control determines many issues including re-order points, order quantity, potential combinations, and obsolescence. An organised document control programme should meet the following objectives;
a. Serve as a point of reference and an historical record that should include some method of cross-reference.
b. Conform to efficient alphabetical and numerical filing principles, and
c. Provide a good degree of control, yet remain as simple and effective as possible.
The major types of document control programmes used today are inventory control, systems family and functional file.
Inventory Control
One of the most commonly used methods of document control is the inventory control system in which an inventory file is maintained for a client or by the client directly. An inventory control system is often used in the small to medium sized company that has a small number of different documents. The primary purpose of an inventory control system is to check the usage of the documents so that running out of documents does not occur.
When document warehousing is provided, inventory control is commonly part of the package. An inventory of the documents is taken periodically usually once a month and records updated at that time. Sometimes a client does the physical inventory and furnishes the figure to the document consultant so that the usage figures may be updated. The system may be manual or computerised. However, in today's world of electronic record keeping systems, it is seldom cost effective to maintain a manual system. Spreadsheet client records are kept on file so that a simple report is issued each month.
A document inventory control system helps to prevent a company from running out of documents, thereby eliminating the need for costly rush orders and special handling. An inventory control system is a good selling point to get and keep key accounts, especially when fast delivery is important. It provides economy in the production, storage, distribution and use of documents. In terms of cash outlay, this is the simplest and for many companies the most practical form of control system.
Inventory control has no built in provisions for document analysis. Instead it relies on the professionalism of the document management consultant for the document analysis and design. A one or two month cushion should be built into the document re-order lead-time so that the document can be properly analysed. The document should be evaluated every time it comes up for re-order to determine if revisions are necessary.
Systems Family
The systems family method is an easy way to keep track of the multitude of documents used in a company. The system family has two basic functions, first to keep the document grouped for systems analysis and secondly, to assign a number to each document. It must be kept in mind that the systems family main function is to ease system analysis. The way that the systems family happens to provide document numbers is an added bonus to the system.
The system family method is based upon the basic business functions; sales, production, transport, invoicing, accounts receivable, purchasing, receiving, storing, accounts payable and accounting. Each family can be further sub divided if that family has a great deal of documents in it. For example, sales can be broken down into dealer sales, direct sales, export sales etc. A company that has a thousand documents, for instance, can develop a manageable number of files by sub dividing the categories into fifty families. Of course, the number of types of families can vary from company to company.
The most suitable numbers for this type of document control are three digit numbers that indicate the systems family. Each system family is assigned a three-digit number from 010 through to 999 in such a way that families are spread evenly throughout the series. Each document is given a number from the systems family, for example, the major headings and another three digit number from the master code within that family, for example, the sub heading.
In the systems family method, each document is numbered. The numbers serve to identify the document family. The document number is normally a three-digit number but if there are thousands more documents in a family a five-digit number is required. Since most systems can manage within a three-digit system, it is usually better to sub divide a family that has a hundred or more documents into two or three families rather than to use five or six digit numbers. The document number should always be followed by the date of the most recent revision. If no changes are made to the document when it is reprinted, the date remains unchanged. To prevent duplications a master log is made up for each family to keep track of the document family. If desired, blocks of numbers within each family can be reserved for future documents.
The analysis of a group of documents is made extremely easy with the use of a systems family method. The three-digit prefix distinguishes the entire document in one family and enables the rapid analysis of an entire system.
The systems family method is easy to learn and can be used by companies with thousands of documents. Only one folder is necessary for each document. Systems families are listed in alphabetical order and the alphabetical list is numbered, the folders are automatically in both alphabetic and numerical order. When documents are grouped by the systems family method, systems analysis is relatively easy.
Like the functional file method, the systems family method requires relatively high set up and maintenance costs. It is an alternative to a functional file system and it does have its drawbacks. One major disadvantage to the family system method is the inability to classify documents for systems that do not fit the narrow confinements of the basic business functions. There are classifications such as personnel, computer operations, reprographics, record department that are not addressed by the basic business functions and should be included in a thorough system as the only way to control the whole documents of a business is to include all departments. This is the way for full control and maximum savings.
The Functional File
Conceptually a functional file is a classification system to aid systems analysis for large quantities of documents. In the functional file system, which is also referred to as a functional index, the files are categorised by functions. In a company that has thousands of documents a thorough system is needed to keep track of all documents that are in use. The functional file is the system that allows thousands of documents to be easily referenced.
The functional file is the system in which documents are filed in two separate files, a numerical and functional file. Document number files the numerical file, which is a functional file system based upon individual preference. Alphanumeric or numerical division prefix followed by a numerical etc. The possibilities are endless. The document number is merely a method of identifying the document and is not related to a code for systems analysis.
The numerical file consists of a separate folder for each document. The folder contains a few copies of the document as well as a historical account of document revisions, comments, specifications, samples, order history and information on the departments that use the document. It helps to identify different documents that may have the same number and it simplifies a task of contacting all interested parties when a change to an existing document is proposed. The unique document number files the folders in numerical sequence. The documents are unnumbered and arbitrarily assigned a number immediately.
A functional file is created by collecting copies of all the documents used by a company for both inside and outside communications including note pads, envelopes and cheques.
A thorough document collection can readily provide the answers to many system analysis questions.
a. Is there a document in inventory that can be used?
b. If not, is there an existing document that can be modified to do the work of two?
c. Can this document be combined with another so that both can be completed in one?
d. Can readily available stock documents be used to replace a product design or low usage document?
e. What departments are using this document?
f. Is this document obsolete?
Because a functional file controls a vast number and variety of documents, the systems requires a greater amount of time, effort, resources and maintenance. It must be kept in mind that the primary purpose of the functional file is for systems analysis. The functional file makes it extremely easy to single out an entire subject for examination. However, the job of collecting and filing the documents can easily take one-person weeks or months. It is estimated that a minimum of 8 minutes is required to categorise and file each document.
Companies that have only 100 documents do not use the functional file. Instead, it is used primarily by organisations that have thousands of documents and their own documents control personnel. It is never too late nor too early for these types of companies to start a functional file. Unusually though such a file is not begun until after the need arises. For companies that have a multitude of documents a functional file is required to provide necessary systems analysis.
All work carried out on document control can be operated successfully by a specialist workflow solutions company, which will give you ` full control` and the pounds/Euros drop to the `bottom-line`.
Colin Thompson was presented by the DTI (UK Government) an award for Information and Manufacturing Technology for his contribution to innovation and new systems.
Also, a book titled `The Guide to Document, Forms, Print Management Service` was published. This publication can be obtained by visiting http://www.cavendish-mr.org.uk This book shows you how to implement a `Print Management Service Programme` with full details on step by step implementation to save clerical pounds/euro`s which drop to the `bottom-line`
Now invest in the publication `Accelerate with Impact` - every person will benefit from reading this.
`Accelerate with Impact` - by Colin Thompson ISBN: 978-1-84549-289-2
--- --- ---
"Two little words that can make the difference: START NOW."
Plus, many more helpful `Success Tools` on: www.cavendish-mr.org.uk
• Success is a journey, not a destination
• Our goal is simple…to help you reach yours
Books to help you with your success;
`Formula for Success` by Colin Thompson - Foreword by Karl George OBE
`Quantum Leap to Success` by Colin Thompson - Foreword by Sir Maurice Donn
`Driving the Business Forward` by Colin Thompson - Foreword by Dr Luis Bravo-Sampedro
`Riders of the Storm` by Colin Thompson - Foreword by Dr Tim Watts
Check out http://www.cavendish-mr.org.uk for details by clicking on the publications button.
Are you ready to commit to making a Quantum Leap in your performance? Then, we invite you to invest in the publication `Quantum Leap to Success`. Please use this website http://www.cavendish-mr.org.uk as a resource centre for daily motivational quotes, as well as for a listing of motivating books, CD`s/DVD`s/PDF`s, guides, research reports, publications, business models and online resources. `Quantum Leap to Success` can be purchased from the secure e-commerce website:www.cavendish-mr.org.uk
Fresh thinking requires a vision to see beyond the conventional. When you combine excellent quality with outstanding value for money you will begin to realise the full potential of creative and well presented business solutions. Together, the sky`s the limit. Have passion to learn and let the knowledge help you to be successful in life.
About the Author Colin Thompson
Colin is a former successful Managing Director of Transactional/Print Manufacturing Plants, Print Management/Workflow Solutions companies and other organisations, former Group Chairman of the Academy for Chief Executives and Non-Executive Director, helping companies raise their `bottom-line` and `increase cashflow`. Plus, helping individuals to be successful in business and life in general. Author of several publications, research reports, guides, business and educational models on CD-ROM/Software/PDF and over 400 articles published on business and educational subjects worldwide. Plus, International Speaker and Visiting University Professor.
Colin Thompson
DDL: + 44 (0) 121 244 0306
Mobile: 07831 588310
Main T: + 44 (0) 121 244 1802
email:colin@cavendish-mr.org.uk
www.cavendish-mr.org.uk
Visit our knowledge pool at: http://www.cavendish-mr.org.uk for over 95 powerful publications, business models and services.
The Cavendish Academy
http://www.linkedin.com/e/-tc85tw-gbkla9w4-1f/vgh/3212542/
Also, read our testimonials page to see what others believe.
Our goal is:
Changing Limited People into Limitless People
Turning Limited Companies into Limitless Companies
`Igniting` your success with the new powerful and inspirational books from Arima Publishing UK ;
`Accelerate with Impact` - by Colin Thompson ISBN: 978-1-84549-289-2
`Create Your Own Success Story` - by Colin Thompson ISBN: 978-1-84549-260-1
Both of these publications help you to be successful in business life and in general life. These books can be purchased from;
http://www.amazon.co.uk
http://www.amazon.com
http://www.cavendish-mr.org.uk
http://www.arimapublishing.co.uk
and all High Street bookshops worldwide
Accreditation: UK Registered Learning Provider:10025755
Our mission is two-fold: first, to offer insights that enable people to discover both their personal and business potential; and second, to do so in a fun and effective way that fosters connection and community. We do this via business consulting, publications, seminars and speeches.
We can all choose to walk a path with heart and accountability. Our work can support our path to be one of personal development, contribution to society and positive `bottom-line` results.
TEAM (Together Everyone Achieves More) prides itself on the team’s excellent reputation, credibility and expertise.
You're receiving this email because of your relationship with Cavendish. Please confirm your continued interest in receiving emails from us. Due to the necessity to upgrade the database some people who had previously 'unsubscribed' may have been included. If this is the case please feel free to unsubscribe again from our membership records and we apologise in advance for any inconvenience. If you wish to stop receiving helpful learning articles, please email info@cavendish-mr.org.uk
Print Management Service and Document Control - very important!
--->
Sponsors Note: Books on Gutenberg and Impact of the Printing Press - some great materials for us in graphic arts to reflect on in this Internet and increasingly digital age.
|
Home
Create my own Portal
Submitted Articles 
Feed of the Month