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EDC RC Overview

EDC RC Overview. Introduction to circulation processes. DocuData Origins. EDC RC developed for DocuDepot Grew through Improved process management More automation – such as billing Web Client software Imaging on demand RIMS Link Competitive advantage, interesting to other RCs

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EDC RC Overview

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  1. EDC RC Overview Introduction to circulation processes

  2. DocuData Origins • EDC RC developed for DocuDepot • Grew through • Improved process management • More automation – such as billing • Web • Client software • Imaging on demand • RIMS Link • Competitive advantage, interesting to other RCs • Collaborative model (support, change requests, Rims link) • DocuData founded in June 2000 • High volume, multi-building sites in India • -Rims link in Australia • -Shared customers with NJ, Toronto, BC, Calgary, Winnipeg (eg. banks, consulting)

  3. Consequences: • We want to share success • Generous with our knowledge and experience • Invite discussion and feedback • The system works… very well! • Design and experience • Solutions to meet many needs • Conversions from other systems • Multiple modes of operating:

  4. Standard Operating Procedures • DocuDepot experience • Numbering systems • Location layout • Truck validation • Systematically reduce complexity • Uniform across employees • Uniform over time • Eg. Left to right, top to bottom • Common errors • Prevent errors if it is possible and efficient to do so • Catch costly ones early with validations • Tracking mechanisms for fixing errors

  5. Circulation Overview

  6. Circulation Overview

  7. Circulation: Orders Tab 1 2 3 4,5,6 7 8,9,10

  8. Objects have states that reflect how far they have progressed in the circulation process. States

  9. States – Boxes and Files

  10. Orders • Orders are entered in various ways • Via web • Orders module • Recurring order • Tape schedule • Order processor • Once in the system, Processed the same • By time / 24hrs – Pick and Run • Regular / by date - Picking List

  11. States - Orders

  12. Picking • Picking time -> Pick regular orders • Pick • Rush order -> Pick and Run • Pick by order in the orders module • Upload in us

  13. States – Order Items

  14. Delivery Creation • Once all items have been picked • Multiple orders per delivery possible • Error if orders not being picked • Delivery slip not printed if PDT not uploaded (repeat) • Visually sort items to delivery slip by customer key

  15. States - Deliveries

  16. Delivery Routes • Applies to physical deliveries by RC • Uses template • Create route report for driver • Efficiently download to PDT for Validation and Delivery with PDT

  17. Truck Validation • Download list of deliveries for Route • Confirm matching of bar coded items to delivery slips

  18. Delivery • Collect information on Delivery slip

  19. Return • All deliveries must be returned: • Confirm 0 item returns • Scan items into the record centre • With PDT or directly through computer

  20. Sizing / Staging Boxes: • Scan (move) boxes of same size to holding locations for sizing, process control (manageable batches) Files • Scan (move) files to transit location (bins)

  21. Reshelving / Refiling Boxes • Scan (move) boxes to available location of correct size • Verify that holding location is empty Files • File Refile with PDT • List empty

  22. Verification Return Verification: • View Not Verified Returns • View Items not verified (by delivery #) • Delivery Imaging • Delivery Billing

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