What is the workflow? The volume of document circulation, movement, accounting and storage of documents
Table of contents:
Every company has its own workflow. With proper organization, the organization will thrive. And this applies to paper and electronic documents. The volume of document flow in the companies is usually high, so all of the rules for the area appointed responsible person.
Definition
What is the workflow, the workflow? This process involves the preparation, negotiation, acceptance, transfer and sending of documentation. Also, it is defined as the movement from formation to retrieve or move to the archive documents.
The documents Themselves are:
1. Outside – come from other institutions.
2. Outgoing – are sent outside of the company.
3. Internal – created and remain within the company.
These categories establish the information flow with different direction-horizontal and vertical. The first means that paper and electronic files by moving between divisions 1 level. The second connects units of different levels.
The nuances of the workflow and volume of documents at the enterprises may differ. In modern conditions, paper was replaced by electronic files. But most companies operate on a mixed system.
Forms
The Basic rule pertaining to the organization of the document, number of documents, it is considered optimization. It is important to reduce intermediate “stop” to expedite the movement of securities.
There are 3 forms workflow:
1. Centrally controlled. The papers are in one place. This is usually the Secretariat or the office. These departments perform a variety of duties relating to the registration, processing, storage of securities.
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2. Decentralized. The papers are concentrated in a few units where the necessary operations are performed. This form acceptable to the company, in which there is no division, and is located in a remote distance.
3. Combined. Has the features of past types.
Choose a Form size and structure of the firm. For example, for a small company need centralized, where this work has been the Secretary-referent. In large firms in the mixed form there are special services in charge of proceedings. Decentralization is relevant where there are several offices milking storage of papers.
Principles
About the wrong execution of the workflow show delays, improper shipping papers. This leads to disruption of work of the enterprise. It is therefore important that the workflow process has the following principles:
1. Clarity. Means that papers should have a clear direction without obstacles. Therefore, companies need to follow a certain pattern.
2. Continuity. Should provide for the continuous movement of information flow.
3. Rhythm. Without establishing the processing time of the securities will not be a smooth operation of the firm. The regulation allows to regulate this sphere.
4. Parallel. Without this principle would not be operational and coordinated work. The same process is not executed by several participants.
Though the principles are independent, they are interrelated with each other. If even one of them will be disturbed, there is discord in the system.
Stages
The Order workflow involves the observance of all its stages. Their passing ensures proper operation of any organization. The enterprise must act in a schema document. The processing steps include:
1. Preparation and inspection of records the responsible person.
2. Coordination of information.
3. The signing of the securities.
4. Registration.
5. The execution of tasks.
6. Design.
7. Destroying and sending to the archive.
Foreign securities are 2 streams: outgoing and incoming. Outbound documentation is:
1. Compiling and validating.
2. Approval and signing.
3. Registration and release of copies.
4. Sent.
Incoming documents the following schema document:
1. Arrival, reception.
2. Consideration.
3. Referral for consideration.
4. Performance.
5. The design of the report.
6. Move to archive.
Organization
For the proper organization of the workflow rule created, the implementation of which will allow you to run the following principles:
1. Minimizing the number of services pass through securities.
2. The decrease in the number of returns, it is necessary to adhere to the sequence of document processing.
3. Moving and handling by the same rules.
With the implementation of the regulation will achieve the main goal of the office – efficiency and effectiveness. If you mess in this area, the work will not be high quality.
Records
The workflow is expressed in the total number of documents received by the enterprise and created it for a certain period. This term assumes the number of original papers and cases within a specific time. Recorded and copies of documents produced by technical means.
The Results of the counting issue in the summary, help. The development of their forms of organisation. For example, each enterprise can operate its own frequency count of the workflow: for each month, week, year, quarter. The results of the amount the plant uses the staff size and structure of the service record keeping. So accounting document.
Version
When the document was received by a company, must be delivered to the relevant mark. It is assigned a sequence number and date. It can be stamped. Then the paper that you want to register, make into special shape, such as a log.
Thanks to the information reference system to find documents according to various indicators. As there is recorded time, you can find them on-time performance. It is for this information to control the execution of the securities. It is performed by responsible persons and small companies – Secretary.
The Responsibility for addressing the issues identified in the documentation rests with the leadership of departments. Control over the timing assumes the following:
1. Fixation in registration documents.
2. The test papers.
3. Filling of performers on the expiration of terms of performance.
4. Required.
5. Informing the responsible persons.
6. The introduction of the performance data.
7. Issuing certificates to control the execution.
Controlled by the papers that need to be answered and execution. As administrative documents subject to control are considered in her decisions shall be monitored by each item.
Storage
In the course of activities of any enterprise are documented, which have scientific and practical value. Many of them include information necessary to solve a problem. After the information is used, paper is losing its value. And some may retain value for many years.
Depending on the value of information the paper is stored:
1. Temporarily – up to 10 years.
2. Temporarily – 10 years.
3. Time.
The Second and the third type is stored 2 years in the units. Then they go to the document archive. The shelf life is determined from forms: electronic or paper. Conventional and digital archive work on the same principle.
Electronic document management
In some firms, an electronic document processing and exchange between recipients. This is created on the database server, which is where all the information. Access is through the browser. Allowed access via the Internet and local network.
The Documentation download or save in specific folders, which are distributed on the basis of the hierarchy. The creation, modification, deletion you have the right person, endowed with such responsibilities. In other cases, it will be illegal actions. Electronic archive designed for the storage of electronic securities.
Organization of work with documents is a major field in any business. It is important that she has worked and organized on the basis of statutory principles. Only then ensures coordinated the activities of the company.
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TR: https://tostpost.com/tr/hukuk/3602-ne-i-hacim-ak-hareket-muhasebe-ve-belge-depolama.html
Alin Trodden - author of the article, editor
"Hi, I'm Alin Trodden. I write texts, read books, and look for impressions. And I'm not bad at telling you about it. I am always happy to participate in interesting projects."
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