document-management-officer/references/tasks.md

Tasks & work activities — document management officer

Source: O*NET 30.3, occupation 15-1299.03 (Document Management Specialists).

Task statements

• [Core] Monitor regulatory activity to maintain compliance with records and document management laws.
• [Core] Write, review, or execute plans for testing new or established document management systems.
• [Core] Search electronic sources, such as databases or repositories, or manual sources for information.
• [Core] Retrieve electronic assets from repository for distribution to users, collecting and returning to repository, if necessary.
• [Core] Propose recommendations for improving content management system capabilities.
• [Core] Prepare support documentation and training materials for end users of document management systems.
• [Core] Exercise security surveillance over document processing, reproduction, distribution, storage, or archiving.
• [Core] Implement scanning or other automated data entry procedures, using imaging devices and document imaging software.
• [Core] Document technical functions and specifications for new or proposed content management systems.
• [Core] Develop, document, or maintain standards, best practices, or system usage procedures.
• [Core] Consult with end users regarding problems in accessing electronic content.
• [Core] Conduct needs assessments to identify document management requirements of departments or end users.
• [Core] Assist in the development of document or content classification taxonomies to facilitate information capture, search, and retrieval.
• [Core] Assist in the assessment, acquisition, or deployment of new electronic document management systems.
• [Core] Assist in determining document management policies to facilitate efficient, legal, and secure access to electronic content.
• [Core] Operate data capture technology to import digitized documents into document management system.
• [Core] Administer document and system access rights and revision control to ensure security of system and integrity of master documents.
• [Core] Implement electronic document processing, retrieval, and distribution systems in collaboration with other information technology specialists.
• [Core] Identify and classify documents or other electronic content according to characteristics such as security level, function, and metadata.
• [Core] Develop or configure document management system features, such as user interfaces, access profiles, and document workflow procedures.
• [Core] Keep abreast of developments in document management technologies and techniques by reviewing current literature, talking with colleagues, participating in educational programs, attending meetings or workshops, or participating in professional organizations or conferences.
• [Core] Prepare and record changes to official documents and confirm changes with legal and compliance management staff, including enterprise-wide records management staff.
• [Supplemental] Analyze, interpret, or disseminate system performance data.

Detailed work activities

• Analyze costs and benefits of proposed designs or projects.
• Analyze data to identify or resolve operational problems.
• Assess the cost effectiveness of products, projects, or services.
• Collect data about customer needs.
• Develop performance metrics or standards related to information technology.
• Develop procedures for data entry or processing.
• Develop procedures for data management.
• Develop testing routines or procedures.
• Document operational procedures.
• Document technical specifications or requirements.
• Implement security measures for computer or information systems.
• Manage documentation to ensure organization or accuracy.
• Monitor operational activities to ensure compliance with regulations or standard operating procedures.
• Monitor the security of digital information.
• Prepare data for analysis.
• Prepare instruction manuals.
• Provide technical support for software maintenance or use.
• Recommend changes to improve computer or information systems.
• Retrieve information from electronic sources.
• Update knowledge about emerging industry or technology trends.