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Trusted Records · Platform

Preparation and arrangement

Preserve original dossier structure before scanning instead of treating every stack as a single document.

Inputs and starting conditions

Accepted holdings, BoxID, expected structure and condition notes. Record DossierID, boundaries, sheet order and separators.

Workflow and control gates

  1. 01Assess material
  2. 02Remove staples / flatten
  3. 03Set boundaries
  4. 04Compare before–after
  5. 05Release for scanning

Readiness checks cover sequence, missing/duplicate sheets and post-treatment condition. Retain before/after images when intervening; structure changes require reasons and ownership.

Exceptions and recovery

Fragile paper, bound volumes or damaged material need suitable methods; do not assume ADF suitability. Missing/duplicate sheets are resolved or recorded as approved exceptions before handover.

Roles, outputs and states

ResponsibilitiesEvidence and states
Preparation staff perform work; the records manager confirms the file plan and boundaries; the supervisor approves readiness; scanning staff acknowledge work receipt.Checklist, boundary/sequence revision history, condition images, DossierID–SheetID links and work receipt. States: preparing → ready for scan; unresolved defects return to preparation.

Scenario and acceptance criteria

ILLUSTRATIVE SCENARIO

A stapled dossier contains a torn sheet; preserve order, record handling decisions and select an appropriate capture profile.

Complete only when

Before/after inventories reconcile without missing sheets or merged dossiers.

Interfaces for this workflow

Start with a verifiable scope.

Agree record classes, quality criteria, permissions and evidence before scaling.

Plan assessment

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Illustrative source image; displayed values are not service commitments.