All County Objectives

In Progress
# 10

Document Management

By December 2020, the Auditor-Controller will implement a document management system to comply with California Controller Accounting Standards, including electronic routing for at least three forms.

Key Steps

1 2 3 4
Identify key staff to lead the project and prepare Gannt chart to complete the goal. Inventory what is stored onsite and in the warehouse, in paper as well as electronically. Inventory historical files on microfilm and tape. Crosswalk payroll and property tax record storage inventory to requirements for that may need to be kept for 40 years. Plan for long-term storage needs. Create and monitor department electronic storage files including files stored on servers and Microfilm.
Plan Reference:

6.D.ii

Collaborating Depts:

ISD

Target:

3 E-routed Forms

Est. Completion Date:

December 2020