TRANSFERENCIA DOCUMENTAL

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TRANSFERENCIA DOCUMENTAL

Type in the name of the project that is under review, and press Enter.

PASOS TRANSFERENCIA PRIMARIA

FECHA DEL CRONOGRAMA

Review the analysis of performance, what went well and what could have gone better and summarise the changes that you will make as a result of this review.

Think about changes to:

• Project planning, resourcing, and management
• Risk assessment and control
• Information available to team members
• Requirements management
• Technical processes
• Change control
• Testing

Verificar la totalidad de la transferencia

Si no cumple con los requisitos técnicos se devolverá para su edición y ajuste.

si cumple con los requisitos técnicos el encargado dará la ubicación física de la transferencia.

Incorporar en cada carpeta lo folios correspondientes

ordenar y luego enumerar

When will the implementation of the change be followed up?
Add a follow-up date or meeting.

Seleccionar los expedientes

realizar los procesos técnicos

When will the change be implemented?
Add a target date for completion.

Preparar la transferencia teniendo en cuanta la TRD

remitir con memorando al área de gestión documental

Imprimir original y copia

Registrar en el Formato Único de Inventario Documental

Who will implement the change?
Identify the person(s) responsible for implementing this change.

OBJETIVO

Facilitar el control y entrega de los documentos en una fase de un archivo a otro.

The objectives of the review should be explained to participants and kept in mind during the review.
Add an objective after reviewing your project.

PRIMARIA

PASOS

Who should take part in the project review?

Consider:

• Customer representatives
• User representatives
• Project managers
• Team members
• Quality Assurance staff

Add a participant.

Subtema

Se transfiere del archivo de gestión al archivo central.

SEGÚN LAS TABLAS DE RETENCIÓN DOCUMENTAL

Add an aspect or area of the project which is excluded from this review.

Para realizar la transferencia se deben tener en cuenta los siguientes aspectos:

preparacion fisca

Add an area that could have gone better, and which could be improved in future projects.

entrega al archivo general de la nación

embalaje

unidades de conservación

revision y foliacion

procesos de organiozacion documental

SECUNDARIA

Area

Add an area that performed well, that the team was proud of and that you would like to repeat on future projects.

Changes

Change

What changes could be made to processes and methods to ensure that the success of the project can be repeated in future projects?

Think about:

• Project management and planning
• Risk assessments
• Project communication
• Requirements management
• Processes that you had to vary on this occasion
• Change control
• Testing

Processes

Process

What role did processes play?

• What role did agreed processes and methods play in the success of the project?
• Did they help in achieving a good outcome?
• Or did you succeed by bending processes and rules?

Predictors

Predictor

Add indicators that will show how the project will go.

• Were there any advance signs that the project would go well?
• Which usual signs of trouble were absent?
• Were there early warning signs which were picked up and successfully dealt with?

Reasons

Reason

Add some notes about the reasons for the success of the project.

Was it due to:

• Skills and knowledge?
• Good planning?
• Good information?
• Good processes and tools?
• Good luck (no surprise problems)?
• Other reasons?

Successes

Success

Add some notes about what went well with the project.

Was it:

• On time?
• On a budget?
• Meeting requirements perfectly?
• Reliable and well-executed?
• Strategic and well-integrated?

Se transfiere del archivo central al archivo histórico

Teniendo en cuenta las tablas de retención documental y/o las tablas de valoración documental.