All County Objectives

Completed
# 10

Document Management

Progress impacted by COVID-19. Budget constraints created by the economic impact of the pandemic may result in further objective delays or discontinuing work. Departments will complete this analysis for the December 2020 update.
By June 2021 December 2020, the Auditor-Controller will implement a document management system to comply with California Controller Accounting Standards, including electronic routing for at least three forms.

VERIFICATION LINK/DOCUMENTATION

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Key Steps

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Identify key staff to lead the project and prepare Gannt chart to complete the goal. Inventory what is stored onsite and in the warehouse, in paper as well as electronically. Inventory historical files on microfilm and tape. Crosswalk payroll and property tax record storage inventory to requirements for that may need to be kept for 40 years. Plan for long-term storage needs. Create and monitor department electronic storage files including files stored on servers and Microfilm.
Plan Reference: Collaborating Depts:
Target:
Baseline: Progress:
6.D.ii ISD 3 E-routed Forms 0 100% (3)