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Auto-Indexing Techniques    

 

Problem

This state agency is required to keep records relating to the payment of invoices from vendors who have supplied product and/or services that have been ordered by the agency.  The agency purchased a single user document imaging system a number of years ago to scan the paperwork it was required to keep rather than file it in file folders and filing cabinets. 

 At that time, only “proprietary” imaging systems were available.  Proprietary systems generally require users to pay annual software licensing fees and, if the system is networked, annual seat and/or concurrent user license fees.  In addition, proprietary systems users can find themselves subject to mandatory version upgrades for which there is usually an additional charge.    “Proprietary” systems can be complicated and difficult to learn, use and support.

 Agency personnel were manually key-stroking the indexing information for each file, including the statewide voucher number and the agency voucher number.  They needed a networked imaging solution so that workstations on the network could retrieve the electronic image files.  Considering the costs and other issues associated with upgrading a single user system to a networked system, OSC was asked to provide a solution.

 

Solution

Plain paper was being used rather than preprinted forms to provide the computer generated voucher form that is part of every file, so OSC recommended that they place a “patch code” target and barcodes on the voucher form when the voucher form printed.  The three barcodes represent the statewide voucher number, the agency voucher number and the voucher date.  Both forms are shown on the next page.

As a consequence of this simple change and with the installation of our digital document imaging system, personnel no longer have to keystroke the indexing information, do not have to scan one file at a time, do not have to insert separator sheets, do not have to pay annual software licensing fees or annual seat license and/or concurrent user license fees.

 The entire process was streamlined, is easier to use and, with auto-indexing, provides greater accuracy and processing speed while providing cost savings in personnel and recurring fees.


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