11 Document Imaging and Workflow Project update PDF 71 KB
To note the report.
Minutes:
The Board received the report regarding the Workflow and Document Imaging Transition. The Board noted that 80% of the workflow processes have been created/replicated in the new system. The Pension Fund Manager reported he was confident that the transition would be completed by 1 February, 2020. He advised that 90% of documents had been transferred and that officers were processing the remainder to ensure these were indexed.
The Board was therefore assured that the following will be completed by 31 January 2020 deadline:
i. Complete set up of remaining workflow processes and test, prior to release.
ii. Test load of documents into Altair.
iii. Complete/transition of the outstanding or incomplete processes from existing workflow system.
iv. Extract any existing workflow information for reporting and retention purposes.
The Board noted that the manual indexing of documents that are not automatically mapped, due to a change in pay number for example, may not be completed by the deadline. This would not affect payments to scheme members or loss of information but would result in extra administrative work.
11. Document Imaging and Workflow Project update PDF 71 KB
To note the report.