A stapled dossier contains a torn sheet; preserve order, record handling decisions and select an appropriate capture profile.
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
- 01Assess material
- 02Remove staples / flatten
- 03Set boundaries
- 04Compare before–after
- 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
| Responsibilities | Evidence 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
Complete only when
Before/after inventories reconcile without missing sheets or merged dossiers.
Interfaces for this workflow
Integration handoff
End-to-end integration workflows
Connect technical states to business decisions instead of merely listing endpoints.
Read detailsOpenAPI and Swagger Reference
The proposed contract is rendered from one local specification; no network Try-It or real credentials.
Read detailsErrors and next actions
A consistent error envelope guides recovery without disclosing sensitive data.
Read detailsContinue the workflow
Scanning and reconciliation
Bind each sheet to its scan images, processing attempt and routing result so recovery preserves the physical–digital link.
Read detailsTwo journeys, one records lifecycle
Connect paper and born-digital records through persistent identifiers, policies and evidence.
Read detailsIntegration quickstart
Exercise ingest → job tracking → registration → verification with synthetic data.
Read detailsStart with a verifiable scope.
Agree record classes, quality criteria, permissions and evidence before scaling.
Plan assessment