Folder Control
This program tracks folders.
What is CRM?
This is the first step in the ERMS process.
What is cleaning?
OnDemand
What program do we use to index documents?
What is Captiva/Completion?
ERMS/CARA Viewer
What is the name of the QA2 program?
This project happened when 2000 boxes were found at Levant before moving.
What is the retention project
This step occurs after cleaning.
What is prepping?
CWS/CMS search
What we use to check if a case is open/closed or referral number for correct indexing.
When done correctly this steps makes QA2 go smoothly!
What is QA1/indexing?
This person completes the file destruction.
Who is Shelly?
This date determines destruction.
This holds documents together and must be removed!
What are staples/paperclips?
There are 20 and have multiple options
What are the separators?
This program rescans images if needed.
What is convenience capture?
This allows you to correct document names, dates, category and subcategory.
What is edit index?
This person has been in folder control the longest.
Who is Joan?
These are used to separate documents when cleaning.
What are pink sheets of paper?
This describes the top three documents
What are batch coversheets?
Name three ways to correct documents in QA1
What are image rescan, page alignment, delete pages... any other option
This is the last step for the folder after QA2.
What is QA3/Destruction of folders.
Reception duties
What is something we don't have to do anymore?
Overcleaning
What occurs if you separate too many documents?
Prepped over 100K documents
Who is Richard?
Completed QA1 on over 180K documents
Who is Joyce?
1980 folders
How many folders have been destroyed since ERMS started?