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Document Management

Knowledge of and ability to store, categorize and update an organization’s documents in order to ensure the security, effectiveness and integrity of business information.

Behavior Statements

Proficiency Level 1 - Basic understanding

Describes the basic concepts of document management.

Identifies major document management categories and functions.

Describes key benefits of locally installed document management systems.

Describes existing and planned applications for electronic document management.

Proficiency Level 2 - Working experience

Checks documents thoroughly according to standard processes and procedures.

Follows security and version management guidelines and practices.

Creates, stores, retrieves and archives electronic documents.

Uses software tools and technologies for document management.

Tracks document management's existing issues and best practices.

Proficiency Level 3 - Extensive experience

Compares features and functions among multiple document management products and technologies.

Trains others on using advanced management features and products.

Evaluates key issues and considerations for static and dynamic document management.

Details and operates specific requirements on content management, archiving and audit trails.

Contributes to defining document management processes, procedures and standards.

Consults to others on integrating document management systems with imaging applications.

Proficiency Level 4 - Subject matter depth and breadth

Evaluates multiple document management products and technologies.

Develops document management architecture and technology infrastructure.

Provides insight into the enterprise use of document management.

Leads in analyzing benefits and drawbacks of different technology products/platforms.

Elaborates on document management alternatives, issues and considerations.

Monitors the marketplace and emerging document management technologies.

Interview Questions

  • Describe your experience with document management processes and procedures in your previous company.
  • List several benefits and drawbacks for different technology platforms, such as European" technology platforms."
  • How did you ensure the safety of documents when you were a manager?
  • What are some key problems in the document management system?

Titles with Shared Competencies