Document scanning: use likert scale instead of numbers

When you are scanning paper documents to use on a DMS platform, a good way to add metadata is using a cover page.

For one of our clients, we introduced a client portal, where they would use a dossier management system on SharePoint to add information about different clients.

To add the client number on the cover sheet, one of the team workers came up with a really good solution: instead of writing the number down (and have a lot of misplaced documents due to failed recognition) we used a likert scale to add the digits.

 

DOCUMENTVOORBLAD

This is a really easy to use system: every column is a digit, and you just have to mark the right number. The client number always has 5 digits, and marking them is a matter of seconds.

The result is a very low output due to failed recognition!

About: Marijn

Marijn Somers (MVP) has over 14 years experience in the SharePoint world, starting out with SP2007. Over the years the focus has grown to Office 365, with a focus on collaboration and document management. He is a business consultant at Balestra and Principal Content Provider for "Mijn 365 Coach" that offers dutch employee video training. His main work tracks are around user adoption, training and coaching and governance. He is also not afraid to dig deeper in the technicalities with PowerShell, adaptive cards or custom formatting in lists and libraries. You can listen to him on the biweekly "Office 365 Distilled" podcast.


One thought on “Document scanning: use likert scale instead of numbers”

  1. Nice post. In my opinion, document scanning is best option because there is less storage space that is required. Thanks for sharing.

Leave a Reply

%d bloggers like this: