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EDCRC training

EDCRC training. Introduction. DocuData Origins. EDC RC developed for DocuDepot Grew through Improved process management More automation – such as billing Web ActiveFile software Imaging on demand RIMS Link DocuData founded June 2000. James Bastian The original Docu -Depot

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EDCRC training

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  1. EDCRC training Introduction

  2. DocuData Origins • EDC RC developed for DocuDepot • Grew through • Improved process management • More automation – such as billing • Web • ActiveFile software • Imaging on demand • RIMS Link • DocuData founded June 2000

  3. James Bastian The original Docu-Depot Final decision-maker Source of strategic information Clifford Besner Sales and contract-related Nathalie Auger Administration Customer service expert Management / Administrative

  4. Michel Brazeau Original developer for Docu Data Maurice Primary web developer Developers

  5. Erick Paquin Technical support lead Jeffrey Ritchie Training and implementation Elie Romano Support and marketing Nikolay Peeve IT for Docu-Depot Support and training

  6. Sources of Information • Your operations manual • Online help http://www.docudatasoft.com/support • Support@docudatasoft.com - to point you in right direction (5 minute rule). • Additional training

  7. Reference material • Available anywhere • Efficient support by e-mailing links • Single use!

  8. Procedures template & Operations manual

  9. Flowcharts with numbered boxes explain the processes Anatomy of a Procedure(Your Operations Manual)

  10. Each numbered step is explained, click-by-click Add details specific to your operations Remove optional steps that you do not use Your Operations Manual

  11. Certain steps are illustrated Your Operations Manual

  12. Categories of documents available • Setting up (system, locations, pricing) • Training employees • Setting up new accounts • Marketing-related • Training customers • Order fulfillment (5 steps, with variations) • Working with data • Invoicing • Disposal • Special projects

  13. Training Environment Record center barcodes and storage spaces (for placing box and file cards) Customer site barcodes and storage slots for practicing deliveries

  14. What your locations mean How to label shelves Worksheet to help map locations

  15. Record Center Fundamentals • How to keep active boxes in the front when pulling a file from a box in the back

  16. Template accounts to use Field to pay attention to Your procedure for Account Set-up

  17. Customer start-up package

  18. Web quick reference

  19. Competitor box intake

  20. Sequence of barcodes to scan

  21. Data Imports

  22. Invoicing

  23. Introduction to circulation of items • Orderly workflow provides logic of EDC • Security and tracking for customers • Details in session 3 See “circulation scans.pdf”

  24. Box and File States

  25. Typical Record Centre Workflow

  26. Circulation Overview

  27. Circulation Overview

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

  29. Objects have statuses that reflect how far they have progressed in the circulation process. Statuses (Overview)

  30. Statuses – Boxes and Files

  31. Orders • Entered manually, automatically, or by web users • Multiple orders may go on same delivery: • If a user needs more items, add another order

  32. Statuses - Orders

  33. Orders (Standard and variations)

  34. Picking

  35. This is associated to the order (it is different than the status of the item in inventory.) You don’t generally need to worry about this This can be viewed when doing manual picking Statuses – Order Items

  36. Picking

  37. Delivery Creation • Create deliveries once final pick is fully uploaded • Multiple orders per delivery • (Delivery # different than order #) • Next: Sort items by customer key to correct delivery

  38. States - Deliveries

  39. Delivery Routes • For delivers that go on truck • Uses template • Create route report for driver • Efficiently download to PDT for Validation and Delivery with PDT

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

  41. Delivery preparation

  42. Delivery preparation (wireless)

  43. Delivery • Collect information on Delivery slip

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

  45. Delivery & Return

  46. 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)

  47. 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

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

  49. Reconcile process errors • Where? • Orders->Delivery Maintenance, File->Reconcile Process errors • Checklist of things requiring attention

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