Operational Ideas
The second part of the lecture coves various operational ideas for acquiring, keeping, and retrieving records.
How to Capture Information
Ways of doing it
There are always many ways to do anything....
- Paper
- Mostly very reliable
- ALWAYS easy to use
- Easy to replicate
- Mostly easy to file (index)
- Mostly easy to find
- Electronic
- May need an IT department
- May need dedicated servers for storage of large volumes of images
- Cannot handle paper "as is".
- Easy to "lose" documents which are improperly "profiled"
- Mixed
- The ultimate solution ???
- Keep electronic documents electronic as long as the process being performed does NOT need paper, then move to paper.
- Scanning paper back to an electronic format is only suitable (after KOFAX) when:
- the paper is in perfect condition,
- the paper is of a uniform type and size.
How to retrieve it - indexing
Indexing
Indexing is a never ending process of generating information to allow documents meeting searchable criteria to be located or listed for further research.
- Index information grows as actions are taken - by virtue of records of actions being kept
- Additional information may be added as it becomes available, namely
- Keywords which are allocated manually - often based on word search's such as "Include xxx Exclude yyy"
- Entities such as Work Packages, Zones, Areas, Levels, etc which are allocated at document level
Format of records & other things
Format of Records
The format depends on:
- what you want to keep (the content of the archive),
- why you want to keep it (the reasons - from statutory to ...)
- where you want to keep it (on site, off site etc)
About Email & Transmission
Transmission
Moving some information with or without attached documents from one place to another
- Post - public reliable, and takes place mostly overnight
- Courier - private, expensive, and takes place on demand
- Email - reliable, cheap, but has its limitations - usually only on size, but also on content
- FTP - reliable, cheap, has virtually no limitations - BUT requires setting up usually via a third party server
- Email is a way of sending a message. It is is however often taken as being the message which was transmitted
- Email is structured in that the following information can be extracted
- The Recipients (including copied to and even blind copied to)
- The Subject
- The Message - its contents
- Any attachments
Summary - What works for who
Team Position
Specific Needs
Best Solution
Principal Actions
Owners
- Health & Safety File (As Built)
- Construction Decisions
- Communicate with Others
CEMDC
Finance & Operation
