Scan to Records Procedure

Prior to Scanning

Check the document or attachments, to see if they meet one of the criteria below:

  • Too big i.e. large plans (bigger than A4)
  • Contain images/photographs
  • Multiple pages (5 and over)

No

CSO:

  1. Black out credit card details if applicable
  2. Stamp document with Date Stamp
  3. Scan to CSSupport icon from the printer and press start. If double sided then follow instructions 
  4. After scanning, stamp document with Scanned Stamp and file in scanned document tray.

Yes

CSO:

  1. Record item on the Incoming Record Sheet
  2. Date stamp the documents (if multiple pages only stamp the first page)
  3. Attach a Items Not Scanned Pink Slip and place in a clear protector sheet and send to Records via internal mail

End of day procedure

  1. Send all scanned document/s to Records in an internal envelope clearly marked with the centre's name and date