PROCEDURES ON THE DIGITIZATION AND DESTRUCTION OF PAPER ESTATE FILES AT THE OSB 1.0 OVERVIEW Section 11.1 of the BIA requires the Superintendent to retain the information contained within each estate file for a prescribed period. This digitization procedure enables OSB employees to scan the paper copy of an estate file, upload it to E-filing, and destroy the paper document while ensuring the integrity of the estate file information is maintained. The paper copy of the scanned estate file cannot be destroyed unless this procedure is followed. This procedure applies to all OSB employees. The objective of the digitization procedure for estate files is to ensure compliance with the Bankruptcy and Insolvency Act (BIA), the Bankruptcy and Insolvency …show more content…
General Rules, Canada Evidence Act, the Electronic Records as Documentary Evidence General Standards, as well as the Information Management best practices on the planning, implementation, and organization of information. 2.0 WHAT IS SCANNING? Scanning is a process whereby a document is converted from print to a computer-readable format. Scanning should be thought of as a digital photocopy. Digital images produced by scanning are equivalent to the photographs one produces with digital cameras: they can be transmitted, displayed, and printed, but as images they are not text searchable. In order to make searchable electronic text, one must either transcribe records by typing or perform optical character recognition (OCR) processes upon digital images following scanning. Neither method of making the document searchable is 100% reliable. Scanning's greatest strength is as a 3.0 WHAT CAN BE SCANNED AT THE OSB? Scanning can be a useful means of providing easier access to records. That said, scanning also has a number of drawbacks and is not always the ideal approach to manage the OSB’s records. Scanning should only be considered where there is a legitimate, cost effective business requirement. Prior to scanning any estate files an analysis needs to be done to ensure the estate records are good candidates for scanning. There are two main criteria that need to be assessed to determine if an estate file may be scanned. • Disposition Date: o If the Estate file is ready for disposition, or if it will be ready for disposition in the next 3 years then it should not be scanned.
The OSB has retention criteria for estate files that govern the length of time estate files are to be retained. The OSB conducts annual record disposition activities for Paper insolvency files. It is not cost effective to scan a paper file that will soon be eligible for disposition. For more information on how to determine what files are ready for disposition please see the Policy on the Retention of OSB document or contact OSB NAS / SAN BSF (IC). • Business Requirement: o The primary benefit of scanning is to provide better access to records. If multiple individuals frequently access the records or if another regional office requires access to the records then there is a good argument that the file should be scanned and uploaded to e-filing. Scanning can be a cost effective means of distributing information. If the information does not need to be accessed prior to its disposition date then it should not be …show more content…
scanned. 4.0 SCANNING PROCESS 4.1 Document Preparation: • Organize all the paper documents in a given estate file into related groups (for example, creditor meeting minutes, affidavits, discharge form, etc). o These groups should be scanned separately to ensure the material is easier to locate once uploaded to E-filing. • Where possible, order the groups of like sized documents together to minimize changes in paper size settings while scanning. o The correct page size needs to be used so items are not cut off and/or space is not wasted around the article. • Where possible, order the groups of double sized documents together to minimize changes to the scanner settings while scanning. • Make note of any documents with “low contrast” as the scanners darkness setting may need to be to be adjusted to pick everything up. • Remove all paper clips, staples, or other objects that would impede the scanning process. • Ensure all pages are straight and are in the correct orientation for easy readability. 4.2 Scanning: Once the documents have been prepped use the following the scanner settings and begin scanning. • Scan Quality: 300 dpi • Output Type: Text (PDF) • Paper Size: adjust as required • Output Colour: adjust as required • 2 Side Scanning: adjust as required 4.3 Quality Control A quality control check of the scanned estate file must be complete to ensure the scanned copy is an accurate reproduction of the paper version. NAS may periodically perform an additional quality control on a random sampling of scanned and uploaded documents to ensure the process is being followed correctly. Some of the common scanning errors are listed below. • Scanned images must be clearly legible and free from speckles, spots or blemishes. If the document is not clearly legible, make sure the glass on the scanner is clean and rescan the document • Scanned images must be properly aligned: all portrait orientation pages should be rotated to read from left to right, and all landscape orientation pages should be rotated with the top of the page facing the left. If the document is not properly aligned, rescan the document so that the image appears straight. • The entire document must be scanned.
If anything is missing rescan the document so that all information is capture in the scanned image. • If the condition of the original paper record precludes a good quality scanned image from being produced, include the words “best scan possible” at end of the title when naming the document. 4.4 Image Manipulation • Manipulation of the scanned file must be limited to rotating the image. Under no circumstances should the content of the scanned document to be modified in any way. 4.5 Appling Optical Character Recognition (OCR) to a scanned PDF document to make it text searchable (optional) • Open the PDF file in Adobe Acrobat Pro. Select “View” > “Tools” > “Text Recognition”. The Text Recognition panel in the Tools pane will open. • Click “In This File”. Designate the desired pages and click OK. Acrobat will apply OCR to the scanned document. Note: the quality of the OCR can vary significantly depending on the quality of the scan. 4.6 Saving and Naming Scanned Documents • The documents must be saved on your P: drive until they are uploaded to the E-filing application. These document should not be saved on the Shared Drive or GCDOCs. • Use the following naming convention for each scanned document: 5.0 Uploading the Scanned Document to
E-filing Once the document has been scanned and a quality control check has confirmed the scanned copy is an accurate reproduction of the paper copy it can be uploaded to the corresponding estate in E-filing. Once, the document has been uploaded the electronic version of the file must be deleted from your P: Drive. 6.0 Destruction of Original Records (update) • National Administrative Services (NAS) must be informed prior to destruction of any paper Estate files. • The respective file locator in IMPACT must be updated to indicate that the file has been uploaded into E-filing. • As estate files contain Protected B information they must be shredded. Estate files cannot be placed in a recycle bin. 7.0 RESPONSIBILITIES National Administrative Services (NAS) is responsible for: • Maintaining the Procedures on the Scanning and Destruction of Paper Estate Files at the OSB • Responding to any enquires related to the procedures • Compiling the data for the annual disposition sign-off • Advising Regional Offices of any disposition requirements and/or holds that may afftect the digitization of records. The Regional Offices are responsible for: • Scanning the estate files in accordance with the procedures • Advising NAS, in advance, of the destruction of any paper file scanned under these procedures The Deputy Superintendent of Operations and Corporate Services is responsible for • Approving the Procedures on the scanning and destruction of paper estate files at the OSB • Approving disposition annual disposition of Paper Estate Files 8.0 CONTACT INFORMATION Questions and/comments about these procedures can be sent to OSB NAS / SAN BSF (IC) 9.0 GLOSSARY OF TERMS Term Definition Annotation An explanatory comment superimposed on an image without changing the underlying image CIO Chief Information Office Document Recorded information regardless of physical form or characteristics. Interchangeably used with “record.” A document may include one or more pages and may consist of different information types such as forms, letters, certificates etc. E-filing Indexing Assignment of a unique pointer to enable quick retrieval of related records. Naming Convention Naming of applications to deduce useful information about the application. Quality Assurance Ensuring that the scanned document is an exact copy of the original document. Sampling Selection of a subset of scanned images within an application (batch or all images scanned within a certain period of time) intended to yield some knowledge about the quality of scanning and indexing. Verifying Ensuring that the scanned document is an exact copy of the original document and the indexing of the document is complete and accurate. Workflow A business process that defines the tasks, procedural steps, and users at each. 10.0 FURTHER READING • Bankruptcy and Insolvency Act • Bankruptcy and Insolvency General Rules • Electronic records as documentary evidence • Canada Evidence Act • Directive on Recordkeeping • Policy on Information Management • Policy on the Retention of OSB Documents
On September 12, 2014, Denise Rockett filed a complaint against Eugene Nigro, Esq. Nigro was reportedly negligent when handling legal matters in her late husband’s estate. Specifically, the complainant alleges that Denise, as Executrix of her late husband’s estate, was intentionally excluded from major decisions, not properly compensated, and deprived of control over their properties. Nigro allegedly breached his fiduciary obligation and violated Mass.R.Prof.C. 1.4(b), 1.7(b), and 8.4(c).
1.1 Describe Systems and Procedures for Storing and Retrieving Information Collect documents to be filed, sort in to alphabetical, numerical or chronological order, find the relevant file and place the document inside after it’s divider, and return the file to its original place. Confidential files should be kept in a lockable cabinet and old documents should be shredded after the length of time outlined by the organisation. Electronic filing is similar but on the computer. It is important to name files so that they are easily recognisable by everyone who may need to access it. If the information is confidential it should be encrypted with a password to prevent unauthorised access.
The first tool in the employer suite, eStatements, is a service that allows an employer to view, print or download an electronic version of their paper statement. eClearance is a means by which an employer can obtain a clearance and verify that their account is in good standing with the WSIB. ePremium is a ...
Images of parts of the Beowulf manuscript are scanned in 24-bit colour, both under visible and ultraviolet light. These images may be of entire pages, or just single words or letters. The resulting image files are huge: at a maximum size of 2320 by 3072 pixels each image takes up about 20-25 MB, however they can reveal even more information than would physical examination of the original manuscripts, for example allowing the detection of alterations to the manuscripts and revealing letters that have been obscured by repairs to eighteenth century fire damage.
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For printed questionnaires and telephone surveys, one would use the optical character recognition (OCR) reader device along with special software that would convert handwritten or typed documents into digital data. A bank uses a MICR device to read the information off a check quickly. Merchant's uses a bar-code scanner to read the bar-codes on retail tags of merchandise more quickly and accurately then a cashier can type in the amount by hand. For long documents, one may want to use a printer and scanner combination so one can scan the document as is without wasting time in trying to duplicate the document by free-hand method via keyboard and mouse. First, not sure why this word is here? is best to examine the situation and buy the best input device to accommodate the situation as we have seen in the above situations.
European Central Bank (ECB) was established in June 1998 and, together with the central banks of countries whose currency is the euro, is the financial power of the euro area. For the main objective is for maintain price stability which is to protect the euro.ECB has around 1,340 employees and is divided into 17 areas of business but Only five years after its inception, the ECB faced the reality that the management of records and information was straining under the weight of outdated methods of filing in the different business areas and finally it runs the risk of losing control over institutional memory. Also focus archive existing ECB is on the heritage of the pioneers of the documents of the ECB, the Organising Committee and the European Monetary Institute, and efforts to ensure that the resulting records are as complete and accurate as possible. In year 2003 the ECB Executive Board approved an information management policy with the intention of introducing the electronic document and records management age to the ECB and creating the role of the records manager. Faced with the headcount cap, but employee with enough convincing arguments to justify a suitable budget, the key people involved in the early design stages of the ECB’S initial records policy had the idea of resorting to internal recruitment to create a human framework that would make use of a state-of-the-art electronic document and records management system (EDRMS) and at the same time of raising awareness within the ECB of the importance of records management/archiving in order for the ECB to be in a position to manage its information and compile a documented history for European citizens and generations to come.
The title of this project is the Scanning Quality Improvement Project (SQIP), with the main purpose of the managerial project being centered upon assessing if the accuracy of pre-scanned documents from collected data over a set period of time is of high enough quality, and then determining if further action be taken. The data collected for this project is mainly from Sparrow Hospital, as well as a few other Sparrow locations like Sparrow Clinton Hospital, and various medical facilities within the state of Michigan. Tawanna, the Health Information Management (HIM) Operation’s Manager of Sparrow Hospital, has agreed to help with the project, and develop an action plan with Kelley Rose, a student from Grand Valley State University who collected
...text files and spreadsheets, cloud storage will be very beneficial. Using it as backup for these types of files is a major plus. Internet connection speed is not an issue and almost anyone has easy access to the files.
It always helps to have a good file name and a file structure in a real case of losing a file, contact spark digital they can find
the notes by hand, or would be forced to photo-copy the page(s). If the book
Documents such as long documents would best be inputted using an input device such as a scanning device. Scanning devices works similarly like a photo machine. The page is place into the scanner and the data on that page is scanned into the computer.
Preparing the necessary documents for the clients such as will, property papers, property transfer papers, compensation papers etc.
When planning to implement a document management system, there are many factors to consider. First you have to consider how you want to store your documents, be it electronic, paper format, or both; you have to have adequate storage space. Next you have to decide whether you are going to attempt to archive old documents your organization has in storage. A major factor in determining the format you are going to save your documents in is to decide the length of time you wish to keep you documents and the amount of space you have in which to keep your documents. If you are going to keep your documents in a paper format you have to keep in mind the amount of space it will take to store them. Another consideration when determining storage of your organizations documents is how you want to organize your documents be it chronologically or subject based, you need to decide what works best for your organization. And lastly you have to decide how you are going to take those old documents, created before computers, and turn them in to a format which can be stored electronically. There are many different formats which can be beneficial when keeping an archive of documents. There are many reasons why documents need to be managed. First and foremost they serve as a historical log of where your organization came from and they will help shape where your organization can go in the future. Documents can be a reference of how past projects were worked and offer practical solutions for issues which come up in all projects. Keeping documents can be beneficial for every organization, from keeping records to showing where the organization can go, documents play a part in the every day workings of every organization.
Abstracts: The aim of the study is how to make preservation and conservation of archival materials in the archives. Preservation and conversion in archives particularly preserves and conserve record, national heritage, manuscripts, microfilm and many more that relate to the archive. Besides that, by preserve and conserve, the archive materials will stay longer and to make as a reference in future. It is also want to organize the important records that have value to preserve, protect and also conserve the records that are available in Archives. In this term paper also conclude about the why should preserve and conserve the archival material in the archives which also discuss about the topic