Document management is an important comprehensive management work, mainly for the management of document circulation, such as receipt management and distribution management. In modern society, various institutions and enterprises have a large amount of document circulation, so effective document management has become very important. The following will introduce the main content of document management:
1. Receipt management
Receipt management refers to the unified management and coordination of official documents received by the organization. Through the document receipt management process, more accurate statistics and analysis can be made on the organization's internal business and document process information, so as to better grasp the internal work progress.
Correspondingly, a process form for receipt management needs to be established. The form is divided into several sections, including document number, document title, sending organization, proposed comments, comments, issuer, etc. These information are used to identify the source of the document and refer to it in the next processing.
2. Post management
Publication management refers to formulating official documents and passing them on to external organizations or individuals. Through the document management process, the internal needs of the organization and the progress of external cooperation can be tracked and managed more accurately, so as to ensure the smooth operation of the internal affairs of the organization.
Correspondingly, a process form for posting management needs to be established. The content of the form includes: the title of the official document, internal instructions, issuer, stamper, issue time, issuer and other information.
3. Received data Kanban
The receipt data kanban refers to the result obtained by the department or institution through the information statistical analysis of all received documents according to the process of document receipt management. Through the receipt data dashboard, the information of all received documents can be displayed in real time, such as the number of received documents, source, type, processing status, etc., and it is also more convenient to predict and adjust business trends.
4. Posting data dashboard
Posting data kanban refers to the results obtained by a department or institution through information statistics and analysis of all postings according to the posting management process. The posting data dashboard can display all posting information in real time, such as posting quantity, type, posting statistics, processing status, etc., and can also predict and adjust business trends more conveniently.
In short, document management methods are playing an increasingly important role in modern management. There is no doubt that the efficiency of official document management directly affects the normal operation of the organization. The improvement of the quality of office work is an inevitable requirement in the process of office preservation and information circulation. Although the test is difficult, it is also an important step for progress.