Discussion

HR Records for Police and Military

Laserfiche

Updated May 31, 2017

posted on May 24, 2017

Problem: Military and Police are exempt from Human Resource records request. (Not interested in debating this).

HR stores all documents related to an employee in the following format.

- Parent Folder (Example: Smith, John 1234)
   --Sub Folder 1 (Example: New hire paperwork)
        ---Sub Folder A (Example: Applications)
   --Sub Folder 2
   --Sub Folder 3

I am told there is a requirement for this format (Not interested in your point of view). I am looking for a way to flag all documents as Military. I want all new documents flagged upon addition to the structure.

I’ve had several ideas to solve this, but they all require end users to pay attention. I am hoping for a better solution. Suggestions?

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replied on May 25, 2017

Curtis, are you using a filing workflow to file the documents into the correct folders or are they adding them directly to the folders they want them in? A filing workflow would be able to take care of this fairly easily.

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replied on May 31, 2017

I have created custom workflows for document intake. I didn't see a way to ensure new documents are stamped and/or marked.

Do you have any specific workflow items or options? Perhaps an example workflow?

Your question did spark some ideas. I suppose I could create a small table of Employee Names and a check box for Police/Military. This could work at the time of import. YES could add a Stamp to each document for that employee.

Other Suggestions?

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replied on May 24, 2017 • Show version history

I can't tell from your description if "Military" describes a person or a document. That might make it clearer what the scope of your problem is. How are you identifying what needs to be flagged? What does your current document intake process look like?

What is your general approach for keeping these documents out of the search results? Are you going to design a search to specifically exclude documents that match some criteria, or are you going to use access rights to make them inaccessible to the account performing the search?

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HR Records for Police and Military

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