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What is TAXI?

What is TAXI?. TAXI is the Front End of the Corporate Business Control Document Register Have a look at what’s new in CMF Document Management…. What’s new in Business Control Documents management. PDO Document Controllers Forum Q1-2004. Definition of Business Control Documents.

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What is TAXI?

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  1. What is TAXI? • TAXI is the Front End of the Corporate Business Control Document Register • Have a look at what’s new in CMF Document Management…

  2. What’s new in Business Control Documents management PDO Document Controllers Forum Q1-2004

  3. Definition of Business Control Documents • Those documents that define how business transactions are to be conducted and managed. • In PDO only CMF Documents are business control documents • Policies, • Codes of Practice • Specification / Procedures • Guidelines

  4. CMF Policies Codes of Practice Specifications Procedures Guidelines Hierarchy of Business Control Documents

  5. New publishing process: Roles Initiate Document Management • Sponsor document creation • Endorse & take ownership of content Owner Custodian Authoring • Use standard template • Determine meta data (e.g. bb date, link to EPBM etc…) Guardian (Doc. Ctrl’r) 1-stop-shop QC and publishing • Check for CMF compliance • Publish in CMF document register • Publish in EDMS Users Retrieve and use through CMF portal

  6. New publishing process: Workflow and tools architecture Owner Document Meta Data Custodian Livelink Doc. Register HR Data Guardian (Doc. Ctrl’r) Quality Measures Integrated Repository Web Portal Users

  7. Meta Data • Document Title • Document Code • Document Authorities • Document / Content Owner • The person responsible for the document content. As per Corporate Mgmt Framework (CMF) this must be a Director, a CFDH or an Asset Manager • Author (Document Custodian) • The person responsible for the document “production”. It can be the author, the document controller or the owner itself • A list of related CMF Documents • Parent Document(s) (e.g. a CoP must stem from a Policy) • A list of related EPBM processes • The EPBM processes the document refers to. • Issue, Review and “Best Before” Dates • A “Best before date” is the date before which a document revision should take place. By default this is two years from the publishing date.

  8. The tools • CMF Document register • http://mus-ws-024/cmf/default.aspx • CMF Portal • http://sww9.pdo.shell.om/dept/tsd/tcc/tcp/apps/taxi/index.htm

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