Documentation and Records Management System Workflow

Step 1: Request New Document

Type: Send Email

In this initial stage of document creation, the request for a new document is made by an authorized personnel. This person submits a formal request to the relevant department or team, specifying the type of document required and its intended use. The request typically includes details such as the purpose, scope, and expected outcome of the document. Once submitted, the request is reviewed to ensure it adheres to established guidelines and protocols. If necessary, additional information may be requested from the requester to facilitate a smooth processing. Upon successful review, the request is approved or declined based on its merit and relevance to the organization's objectives.