Planning Process of document management-Document Management 2

The planning process of document management consists of the following steps::

1. OKDocument management roleMake sure that your plan includes feedback from key stakeholders in the Organization,So that you have the right team to implement the solution, and you know who will be involved in the document management process.

2.Analysis document usageAfter you identify who is working on the document, determine the document type they are working on and how the document is used.

3.Organization of planning documentsYou can organize documents to libraries, workgroup sites, and portals.Moss2007Provides a series of document organization and storage functions, from special sites such as the report center to document libraries for special document creation and collaboration. In a library, you can even organize content to folders and subfolders.

4.Move the content in different locationsYou may need to move or copy documents from one site or library to another place at different stages of the document lifecycle. For example, a document may need to be moved from a stage site to a publishing site during the publishing process. If the content needs to be converted from one format to another when it is moved from one site to another, you also want to plan the content conversion.

5.Planned content typeUse the content type to organize information about the document type, such as metadata, document templates, policies, and workflow processes. This is a basic step to help your Organization document and enforce consistency within the Organization.

6.Planning Document ControlYou can plan appropriate control levels for each content type and storage location. For example, you can useRemPlan request check-in and check-out for a document library to protect unauthorized distribution.

7.Planning WorkflowBy planning workflows for your organization, you can control and track how documents are moved from one working group member to each other in the document lifecycle.Moss2007Built-in Work Group tasks such as viewing and submitting workflows..

8.Planning StrategyPlan information management policies for each type of content to ensure that documents are correctly reviewed, maintained, tagged, and otherwise processed to meet the institutional and legal needs of your organization.Moss2007Built-in audit, document persistence, labels, and bar code (ensure that printed content is associated with the correct version in the document library ).