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Distinctive feature Olymp electronic stationery is its rich functionality, which originated from the classic office work.

On a large industrial enterprise The tasks of the secretary (clerk) are not only the registration of documents, but also a host of other tasks:

  • determination of the head to whom to transfer the incoming document for resolution
  • preparation of pre-resolutions
  • delivery of the document to the contractor
  • original return control
  • summary analysis of task performance
  • control over the execution of orders
  • formation of final reporting on outstanding tasks
  • sending outgoing documents
  • search for the desired document on request
  • printing, scanning
  • and even storage of a huge number of documents. A good clerk is responsible for all this.

Electronic office Olympus able to do the job good people easier and more efficient!

Automatic registration:

Incoming emails

Due to the built-in mail client, the system reads the details from the email and fills in the registration card with them

  • The correspondent is automatically determined
  • Attached nested components
  • In accordance with the rules, a registration index is formed
  • The content and outgoing details of the documents are determined
The technology for preparing outgoing and internal documents in Olympus is similar, therefore, agreed and approved documents automatically come for registration with already known details

Outgoing letters and internal documents

Automatic control of re-incoming documents

The system itself catches documents re-entering the organization and warns about it.

Auto-notifications for the return of the original

The system provides a scheme for the movement of the original, and if it is not returned in time, it will notify the registrar.

Convenient communication system

Links of documents in Olympus imply the possibility of obtaining a detailed history of all related documents, including archival ones, created in addition, in cancellation or change.

Report Designer

Using the report designer of the Olympus system, an employee can create the reports he needs without resorting to the help of an administrator or a programmer. This is how reports are often generated on unfulfilled or control documents.

Flexible Filtration System

The Olympus system provides the ability to execute a request to search for documents using a filter string. The filter line allows you to formulate many variable search conditions for the desired document.

Electronic office in the Olympus system is a tool for organizing digital office work. This segment accumulates all information related to enterprise documents. It contains the user's work history; stores all links of documents; informs about the deadline; includes all files created with the document; gives answers to the questions of the executors and those responsible for the document, as well as the results of their work.

Execution control

Execution control in the Olympus system- this is a deep functionality that provides information about the timing, stages and results of the execution of instructions. This functionality is present in the entire system, from electronic office to structured storage. The functionality is built on the deadlines for the execution of the document and instructions and informing about the failure of these deadlines.

Visualization of execution control

  1. Color indication and messages from the Olympus system about the failure of the deadline.
  2. Specialized mode with the total number of received tasks, taken to work, completed on time, completed with a delay by periods, not completed on time.
  3. A whole system of reports on the execution of instructions in the context of the document, executors, controllers.

Special control

For the timely and high-quality execution of tasks, Olympus has a system of special control. Its essence is that all the most important tasks put under control must go through the procedure of removal from control, i.e. closing. In some cases, to remove the task from control, an assessment of the quality of the work performed by a competent specialist is required. Then the system can additionally apply the confirmation procedure.

Formation of a control order

  1. The issuance of control orders is accompanied by the appointment of a supervising, and, if necessary, confirming the high-quality performance of an employee.
  2. For control orders, the coefficient is automatically calculated performance discipline.
  3. Special mode "Performance analysis control tasks» shows information about the timeliness of the execution of control tasks.
  4. Analytical panels on the desktop convert this information into a graphical form.

Document management

Proper document management is key effective work department, subdivision, service and the organization as a whole. "Document management" in the Olympus system- this modern instrument management of a large-scale enterprise, specifically focused on high-level business processes.

"Document Management" is a Segment of the Document Management module - Olympus, built on the principle of a scheduler, i.e. all tasks and documents received by the employee are lined up in one list.

The list shows the type of task, topic, content, date of receipt, due date, from whom it came. This list can be easily supplemented with the desired column.

A red background indicates an overdue task, which will help you remember to complete it. The system has advanced control, when the color indication informs about the approaching deadline of the document.

Under the list on the tabs, you can see the entire Additional Information needed to make a decision. This is the text of the document, the detailed task, the history of the movement and related documents.

The program is easy to find desired document, as well as raise the history of working with it. Moreover, in history you can see how many circles the document is already walking, who has taken it into work, and who has not yet.

Prompt receipt of information:

  • who initiated the document;
  • who agreed;
  • who has it at the moment;
  • what comments were given and by whom on the document;
  • whether this document is related to other documents and how, with the ability to open including related documents;
  • for an employee, service, division or the entire enterprise as a whole, see a picture of executed and unfulfilled orders.

Ease of working with a large array of documents:

  • the system itself generates a list of documents for consideration;
  • the system prompts on which documents an urgent decision needs to be made;
  • the system informs about the period that is coming to an end;
  • the system makes it possible to delegate your work and easily control timely execution;
  • the system allows you to get the history of work on any document;
  • the system will allow you to appoint deputies during your absence and see how the deputy has worked.

Ease of document management:

  • increasing the speed of information exchange;
  • increasing the level of executive discipline of employees;
  • compliance with the deadlines for the execution of contracts;
  • the possibility of obtaining necessary information without getting up quickly from the workplace.

Storage Structure

The structured document storage of the Olympus system is not just a library with limited access to folders, it is an individual "knowledge base" of each employee. The principle of building the Olympus repository is based on the user's access rights to sections, folders, documents, files. The system automatically builds an individual archive structure for each employee. The user sees only those sections and documents for which he has rights.

Moreover, the employee has the opportunity to copy part of the structure of the archive, folders, documents to a personal storage. This feature will allow the user to get the information he needs, the document even faster.

Filling the vault

The storage in the Olympus system is filled with documents automatically as a result of the completion of the cycle of work with the document. This technology allows you to accumulate the necessary documents in the appropriate sections, without specifically allocating time for this work.

When a new document appears in the repository, the system notifies the employee if he is subscribed to such notifications.

Ease of working with documents

Olympus storage is distinguished by functional services that determine the convenience of working with documents:

  • Versioning;
  • Links of documents (cancelled, invalidated, in addition);
  • Extract from the archive;
  • Issue of the original;
  • Storage attributes (inventory number, storage, rack, shelf, number of copies).

IN large companies Correspondence with tens of thousands of counterparties is conducted annually, and thousands of employees create internal documents. Part of the correspondence can be received and processed in paper form. E-office systems help companies increase their efficiency by several times and form a single repository of all documents.

"Office" covers the entire cycle of working with paper documents: from input and registration to submission to the archive. The functionality fully complies with Russian office work standards, allowing you to automate most of the "manual" operations.

Maintaining the nomenclature of cases and registration logs

The approved composition of the nomenclature of cases is maintained in a special directory of the system. In the case of decentralized accounting of documents, places of registration within structural divisions are provided.

Case nomenclature

When preparing documents for transfer to the archive for each nomenclature case, you can automatically print the cover of the case, as well as an inventory of documents. The time to prepare for archival storage and search in the archive is reduced several times.

Registration of documents

To enter a document in DIRECTUM, fill in the required fields of the registration control card (RCC), and the registration number will be assigned automatically. A flexible numbering system allows you to assign a number to a document in the context of each registration log arbitrarily and automatically. The number may include a department code, a journal code, and any necessary details. With the implementation of the solution, the average time for registering documents is reduced by 35-50%.

RKK example

RKK contain primary data (subdivision, date of registration, registration number, etc.), as well as information about the status of any paper document, for example, its location. When moving a document between departments, each place of registration has its own RSC. You can track the movement of a paper document within the company along the chain of created RCMs.

You can also attach a document or its scanned image to the RKK. For the rapid entry of a large volume of documents, the streaming input service DIRECTUM Capture Service is used. She supports various ways document entry: capture from Email or from the file system (for example, from a scanner).

The function of creating the RCM and filling in the data can be transferred to the intelligent mechanisms of Ario. Having received the document, they independently classify it, recognize the text and fill in the RKK with the extracted meaningful information. The clerk can only check the correctness of filling. This allows you to further reduce the time for registration and reduce the number of routine operations.

Consideration and execution of incoming documents

After registering the incoming document, the clerk sends it to the head for consideration in a couple of clicks. Based on the results of consideration of the document, the secretary or the head himself form instructions for the document.

If the leader has an assistant, the preliminary review of the document with the preparation of a draft resolution is performed by his assistant. The leader can only approve the draft resolution and send instructions for execution.

In the process of executing orders, the following is ensured:

  • fixing correspondence on execution;
  • the possibility of delegation and sending for revision;
  • control of deadlines, requests for a new deadline.

Supervisors track performance visually. All participants in the work have access to a brief summary that reflects the status of related tasks.

Quest Tree

Sending letters to correspondents

The solution is closely integrated with the "Exchange with counterparties" module. Once an outgoing letter has been approved, it is easy to send it to recipients through document exchange systems - this eliminates the need to repeatedly print a document and reduces delivery costs.

In addition, for outgoing documents, you can specify a mailing list for organizations and automatically send emails recipients or print envelopes that meet the standards of the Russian Post.

Envelope printing

Preparation and familiarization with organizational and administrative documents

Registration and sending for approval of administrative documents is fully automated. It is enough to fill in the necessary data in the action wizard, after which the system will generate a document and send it to the necessary employees for approval and signing:

After signing, the organizational and administrative document can be sent to interested employees for review. To do this, you need to fill out a mailing list in the RKK. This list can also be used in the future to distribute another document.

Employees from the mailing list receive tasks to familiarize themselves with the document. In the DIRECTUM system, to confirm familiarization, it is enough to complete the task. And if a task is sent to get acquainted with a document that is not entered in the system, then this is indicated in the text of the task and the performers get acquainted with the document in paper form.

Search and analysis

According to the known details, both the electronic document itself and its RSC can be found along with information about the location and stage of execution of the document.

Search by RKK

You can also quickly find the desired document along with the RKK by the barcode on the paper analogue of the document. Thanks to the fast identification technology, the barcode is read by a special scanner, after which the system automatically finds the document and related jobs.

Action window for found document

To analyze the efficiency of users' work, the system provides specialized reports: "Familiarization list", "Control of the timing of the execution of orders", "Statistics of the execution of orders", "Documents to be returned", etc.

Report example

The web client can be used in remote offices of a geographically distributed organization or as the main client, providing cross-platform and ease of administration. All you need is internet access to work.

Incoming RKK in the web office

Implementation effect

Using the solution, employees will receive orders and instructions for execution in a timely manner. Execution control management decisions becomes completely transparent.

  • To a minimum reduces the risk of losing documents
  • 2 times the time for preparing and approving an outgoing letter will be reduced
  • 12 times speed up the search for the location of paper documents
  • 2 times the preparation of information to the management for the execution of instructions will be accelerated
  • By 20% increase the execution of instructions from the management

Typically, the burden of ensuring "paper" document flow and monitoring the execution of instructions falls on the organization's divisions involved in office work: the office, case management, as well as those responsible for office work in structural divisions. It is for them that the “Office” module of the DIRECTUM electronic document management and interaction management system is intended. This module makes it easier to perform routine operations for processing paper documents in accordance with the requirements of the GSDOU, on which the traditional Russian office technology is based:

  • unified registration of all incoming and outgoing correspondence, as well as internal documents using registration and control cards (RCC);
  • registration of the location of a paper document at any stage of its life cycle: consideration by management, approval of the draft document, execution, etc.;
  • control over the timely execution of instructions, resolutions and instructions of the management;
  • write-off of documents in the case in accordance with the nomenclature of cases adopted in the organization;
  • quick search for the necessary information on the status, availability, movement of paper documents;
  • obtaining the necessary standard forms and magazines, as well as statistical reports on the organization's workflow.

In addition, the "Office" module allows you to organize the exchange between different organizations. With this exchange, it is possible to use electronic signature(EP), and special arrangements systems allow you to control the delivery of documents. Exchange principles are based on industry standard exchange electronic documents"Interaction of automation systems documentation support Management", approved by the Guild of Records Managers.

Maintaining the nomenclature of cases and registration logs

Flexible numbering system allows you to assign a number to a document in a section electronic journal registration. For each journal, an arbitrary method of automatic numbering of documents within the journal is set. The number may include a department code, a journal code, and any other necessary details.

When preparing documents for transfer to the archive for each nomenclature file, you can print the cover of the case, as well as an inventory of the case documents, which significantly reduces the time for preparing documents for archival storage.

Registration of documents

To register documents in the "Office" module, registration and control cards (RCCs) are used, which contain all the primary data (correspondent, organizational unit, representative of the organization, date of registration, registration number, subject and summary document, method of delivery, etc.), as well as the necessary information about the status of any paper document of the organization (location, state of execution, etc.). For outgoing documents, you can specify a distribution list for organizations.

The system implements the possibility of registering documents from both organizations and citizens.

For organizations using decentralized registration of documents, the system uses registration places - workplaces of secretaries and office staff. Each place of registration may serve one or more divisions. According to the places of registration, it is possible to differentiate access rights to data.

When moving a document between departments, each place of registration can have its own RSC. Thus, a RKK chain appears, along which it is possible to track the movement of a paper document not only between employees within a department, but also between departments. In addition, through the RSC, the interconnection of the registered documents of the system is carried out among themselves, such as: “In response to”, “In execution”, etc.

The registration procedure is simple and consists in filling in the required fields of the RKK, while the registration number is assigned automatically.

When registering directly from the RKK, it is possible to enter a scanned (electronic) document into the "Electronic Documents Management" module with its automatic attachment to the RKK. For the prompt entry of a large volume of documents, the system input services are used, which ensure the in-line entry of documents into the module. In the future, the RKK, as well as the entered electronic document, can be easily found by the barcode on the paper analogue of the document, thanks to the technology of rapid identification built into the system.

According to the RKK, logs of incoming and outgoing documents are printed. For outgoing documents, you can automatically generate and print a sticker on the envelope.

Movement and execution of documents

After registration, the incoming document goes through the stages of consideration, resolution, control and execution of the document. At the same time, further work of executors with the document can be carried out completely in in electronic format. This greatly reduces the time spent by performers and prevents accidental loss of the original.

Depending on the style of work of the manager, the document is considered by him either in paper or in electronic form.

Based on the resolution issued by the head, the document can be put under control with the appointment of executors, instructions and deadlines. For executives who work with the Business Process Management module, the secretary or the manager himself can quickly create a task directly from the RKK. Working with tasks makes it possible to use to the fullest extent the possibilities of the system for monitoring the execution of instructions, such as: fixing the full correspondence on the execution of instructions; the possibility of sending for revision; flexible routing settings, etc.

Subsequently, for tasks related to the RSC, you can quickly recreate the history of work on the document, the approval procedure, and the rationale for the decision.

If the "Office" module is used independently, all instructions issued to the performers are entered by the secretary in the RSC of the document, after which their timely execution is monitored. At the same time, for non-automated users, instructions can be printed.

When working with electronic documents, all movements of documents are carried out through tasks, while the location of a paper document at any time is recorded on a special tab of the RKK. This allows you to quickly find the paper original of the document through the RKK. Work with outgoing and internal documents is based on the same principles.

Exchange of electronic documents between systems

With the help of the system, it is possible to organize the exchange of official, legally significant electronic documents between organizations. The exchange of documents is based on the use of the industry standard for the exchange of electronic documents "Interaction of automation systems for document management", approved by the Guild of Document Managers.

Documents can be exchanged between structural divisions one company (holding), and between independent partner organizations. At the same time, the parties to the exchange may use different electronic document management systems or not work with such systems at all.

If the exchange is made between divisions of one company (holding), then work with documents takes place in the modules "Electronic Document Management", "Business Process Management" and "Office". If the exchange is made between third parties, then the electronic document is exported from the system to an ESD file. The second party can either import an ESD document into its own electronic document management system (provided that this format is supported by this system; the ESD format is open), or use the freely distributed program DIRECTUM OverDoc to work with an ESD document. DIRECTUM OverDoc allows you to view the document, its attributes and all the ES with which the document was signed, including the authenticity marker.

Search and analysis of information

From the moment of registration of any document in the system, you can find both its registration card, along with information about the location and process of execution of the document, and the electronic document itself.

The system searches by registration numbers, correspondent, author of the resolution, as well as by all details of the RKK and their arbitrary combination.

In addition, the system provides specialized reports that significantly increase the efficiency of users' work: Documents under consideration, Overdue orders, Documents to be returned, etc.

Web module "Office"

The "Office" web module is designed to automate work with official paper documents, for example, administrative documents, incoming and outgoing letters, instructions, memorandums and memos. Facilitates the handling of paper documents.

Processing of paper documents is carried out in accordance with the requirements of the GSDOU, on which the traditional Russian office technology is based.

The web module "Office" is aimed at solving the following tasks:

  • unified registration of all incoming and outgoing correspondence, as well as internal documents, using registration and control cards;
  • control over the timely execution of instructions, resolutions and instructions of the management;
  • quick search necessary information on the state, availability, movement of paper documents;
  • obtaining the necessary standard forms and journals, as well as statistical reports on the organization's workflow.

The basis of the web module "Chancery" is made up of reference books "Registration and control cards", "Assignments for the RRC", "Nomenclature of cases".

Benefits of integrating the "Office" module with other modules of the system

Thus, thanks to the interaction of the modules "Electronic Document Management", "Business Process Management" and "Office" within the unified system the increase in the efficiency of the organization's work is ensured in full compliance with domestic traditions and office work standards. All mechanisms provided by each module can be used in various combinations of "paper" and "electronic" stages of working with documents. At the same time, the traditional "paper" office work harmoniously fits into electronic document management organizations with developed horizontal connections.

 

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