As it happens
Capturing Information "As it happens" is by far and away the easiest way, but:
- This means that staff have to be "proactive" and do it as part of their job.
- Document controllers are the key - everything must pass through them
- Often beaten by the "its in my brief case and I need it" syndrome.
- Senior staff must be involved in indexing - registration is a document control function.
- Allocation of drawings to Work Packages or Tasks
- Allocation of a letter to a "Subject" (the file where it resides if paper)
- Copies have to be made for "operational purposes" as the master is now "filed"
- On completion of use, copies of documents should be destroyed
- Electronically of course, the "master" can also be used operationally.
- Staff cannot "leave things", otherwise the action becomes "in arrears".
- No holidays for Document Controllers
- The necessary discipline must be maintained.
In arrears
- It is much more difficult to file a large quantity of paper which may be piled and strewn around the office,
- There are often "duplicate copies". Many of these may have been scribbled on and may thus contain vital information
- During the wait for filing, documents may be lost, e.g. removed by someone for another purpose such as a meeting.
- Under pressure, the risk is that filing is left and so becomes an "after the job ends"
After the job ends
- Lose the element of "at the time knowledge" for indexing , e.g.
- What was the Date, & Place of photographs and what is being illustrated ?
- What specific task were the notes about ?
- Things tend to be forgotten e.g.
- record drawings may be left in a site vehicle,
- an email of a decison is deleted
- It is often a case of "put everything into boxes, and store the boxes"
- But was everthing actually collected ?
Points to Note
- Capturing information is the process of storing it - not indexing it
- Indexing information is most easily done "at the time"
- It must be possible to do more indexing "at any time"
- Archiving is pointless unless items can be quickly and simply retrieved.
