Design engineer (1C: Document Flow PROF)

Product Selection

The client selected an electronic document management system on the platform of 1C in view of an optimal ratio the price - product quality and also reliability of vendor.

Description of implementation

1. NSI is configured. Parameters in settings of the program are set. Reference books of NSI according to requirements of the customer are completed: Users, Organizations, Structure of the enterprise, Position, User group, Roly, Contractors of roles, correspondence Delivery modes. The customer's employees responsible for NSI were trained and are informed of instructions for maintaining NSI.

2. Entering - outgoing documents are configured. Types of the entering and outgoing documents are defined. Settings on each document type are configured. Access rights by types of the entering and outgoing documents are configured. Templates of compound standard business processes "Processing of the incoming document" and "Processing of the outgoing document" are configured. Potential heads who will consider incoming documents are defined and to approve outgoing documents. Lists of the approving persons who will approve outgoing documents are defined. Potential contractors are determined by resolutions of incoming documents. Persons who will register, accept and send outgoing documents are defined. The employees participating in processing of the entering and outgoing documents were trained and are informed of instructions.

3. Organizational and administrative documentation is implemented. Types of internal documents are defined (organizational and legal and administrative). Folders for storage of ORD are defined. The rights on document folders are configured. Potential heads who will approve and approve ORD are defined. Potential contractors are determined by ORD. Persons who will register ORD are defined. The employees participating in processing of ORD were trained and are informed of instructions.

4. Access rights are differentiated. Requirements to differentiation of the rights are defined. Profiles and types of access (RLS) are defined. Restrictions of the rights on groups of access are configured. User groups are entered.

5. Document types, in connection with specifics of the organization are defined, new document types "The document package entering" and "An outgoing document package" with obligatory filling of the register of a packet are entered. The route of passing of working off of documents is defined.

6. The system administrator in the volume sufficient for independent implementation "1C: Document Flow" in other directions (internal documents, creation of routes of passing of internal documents, accounting of agreements, control systems for performing discipline, creation of archive, accounting of the issued SROs) is trained.

Results

Accounting of the entering and outgoing documentation, control of terms of the answer to incoming letters and packets, document storage is adjusted.

The customer had an opportunity to trace flows of the entering and outgoing documentation, to exclude the probability of loss of documents, to control completion dates according to documents, to quickly find necessary documents, to create document packages by the set parameters. Terms of processing of the entering documentation, terms of preparation of outgoing documents, terms of preparation, approval and approval of organizational and administrative documentation were as a result reduced.

The additional information about implementation

Work option: Client-server (database server: Microsoft SQL Server)

The number of at the same time working clients: 35 (thin client)

Quantity of document types — 24

The number of the entered documents in day — to 10

The volume of information base — 9 716080 MB