Ops Memo 2014-03C: Electronic Document Management (EDM) Release 1 – Case Manager and Central Office Business Unit Responsibilities

Overview
Effective with BEACON Build 46.1, DTA will implement Electronic Document Management (EDM), Release 1. Release 1 focuses on implementing EDM and DTA myWorkspace (MWS) to facilitate the centralized scanning and distribution of postal mail. The implementation is being introduced through five Operations Memos that provide an overview of the project and detail centralized mail processing, MWS functionality, clerical, case manager and Central Office responsibilities, respectively.

The vast majority of documents that are currently mailed to TAOs and Central Office by applicants and clients (hereafter referred to as clients) such as applications, recertifications and verifications, will be routed to the EOHHS Electronic Document Management Center (EDMC) in Taunton. The EDMC mail clerks will scan and index documents and make them available in MWS, to clerks in the TAOs and Central Office Business Units, who will assign the incoming documents to appropriate staff, as is the current practice.

This is the fifth in a series of five Operations Memos about EDM, Release 1. This memo will provide case managers and Central Office Business Unit staff detailed instructions for processing of postal mail converted into tasks in MWS upon implementation of Release 1.

Purpose of Memo
This Operations Memo will provide case managers and Central Office Business Unit staff with guidance as it relates to processing tasks retrieved from MWS.