Summary of Gestión Documental, Foliación y Archivos en la Administración Pública y Privada | Liz Agapito Ulloa

Video Summary

The video titled "Gestión Documental, Foliación y Archivos en la Administración Pública y Privada" presented by Liz Agapito Ulloa focuses on document management, Foliation, and archiving in both public and private administration. The key points and strategies discussed in the video are as follows:

Main Financial Strategies and Business Trends

• Document Management Model: Emphasizes the need for a structured document management system to improve efficiency in handling documents within public entities.
• Digital Transformation: Highlights the importance of transitioning from traditional document handling to digital formats, which can lead to cost savings, immediate availability, and improved communication.
• Interoperability: Stresses the need for different public entities to work together and share data effectively to enhance service delivery.

Market Analysis

• Comparative Analysis: The video compares Peru's document management practices with those of other countries, such as Colombia, indicating a lag in implementation and adherence to updated regulations.
• Regulatory Framework: Discusses existing laws and regulations that govern document management and the responsibilities of various stakeholders in public administration.

Methodology and Step-by-Step Guide

1. Understanding Foliation:
   • Foliation should be conducted from top to bottom or bottom to top, as per the latest directive.
   • Only the front side of documents should be foliated, and blank pages should not be included.
   • Use of specific colors for Foliation (preferably blue) and the inclusion of the name, position, and signature of the person who carried out the rectification.
2. Document Management Implementation:
   • Entities must establish a Digital Government Committee responsible for overseeing the implementation of the Document Management Model.
   • Develop a Digital Government Plan that includes:
     • Identifying strategic focus and current situation.
     • Setting clear objectives.
     • Preparing a project portfolio that includes digitization efforts.
     • Managing risks and supervising implementation.
3. Archival Document Control Program (PCDA):
   • Create a PCDA by processes to manage archival documents effectively.
   • Identify types of documents that make up documentary series and their retention periods.
4. Training and Capacity Building:
   • Continuous training and sensitization of staff regarding document management practices and legal frameworks.

Presenters/Sources

• Liz Agapito Ulloa

This summary encapsulates the core financial strategies, market analyses, and methodological steps discussed in the video regarding document management and Foliation practices in public and private sectors.

Notable Quotes

— 00:00 — « No notable quotes »

Category

Business and Finance

Video