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Policy of electronic document management

A policy of electronic document management contains guidance or guidelines that defines an organization for the creation and management of genuine documents, reliable and available over time, according to the functions and activities specific to it. The policy was adopted at the highest level within the organization, and assigns responsibilities concerning coordination, implementation, monitoring and management of treatment program of documents through its life cycle.

The Norma Técnica de Interoperabilidad de Política de gestión de documentos electrónicos (Opens in new window) , aims to establish guidelines for defining policies of electronic document management.

The Application guide of the Technical Standard policy interoperability electronic document management (Opens in new window)  sirve como herramienta de apoyo para la aplicación e implementación de lo dispuesto en la NTI; su contenido incluye tanto citas explícitas al texto de la NTI como explicaciones y contenidos complementarios a aquélla.

Political models electronic document management

  • The Political model electronic document management (Opens in new window) aims to serve as a generic reference for the elaboration of a policy of electronic document management according to national Schema Interoperability, following the Technical Standard of interoperability and in its corresponding Application guide.
  • The Modelo A de política de gestión de documentos electrónicos para entidades locales (Opens in new window) (PGD-eL) es el resultado del trabajo desarrollado por las organizaciones valencianas del Colegio de Secretarios, Interventores y Tesoreros de la Administración Local (COSITAL), Asociación de técnicos de Informática de la Administración Local (ATIAL) y grupo de archiveros y técnicos especializados en gestión documental.
  • The B model of management policy of electronic documents for local entities (Opens in new window) (PGD-eL) elaborado por el Subgrupo de trabajo de Política de Gestión de Documentos Electrónicos Tipo para Entidades Locales, creado en el Grupo de trabajo de Documento, Expediente y Archivo Electrónico, de la Comisión Sectorial de Administración Electrónica.

Both models A and B contain orientative models of documentary management policy local, table of functional classification and Contents of documentary series that will allow the management of electronic documents of municipalities, under the national Schema interoperability, (ENI). Interest to local entities, especially those smaller and more difficult to develop a policy of electronic document management.

Below are some examples of management policy of electronic documents that have been developed and published from different areas of public administrations.

    General Administration of the state

    Finance ministry & Political ministry Territorial and Public Function

    Las siguientes guías desarrollan la política de gestión de documentos conjunta de ambos departamentos ministeriales:

    Download 01 _ guide policy implementation implantation (Opens in new window)  

    Download 01 guide policy implementation implantation (Opens in new window)  

    Download 02 _ guide capture registration application (Opens in new window)

    Download 02 guide capture registration application (Opens in new window)

    Download 03 guide classification implementation (Opens in new window)  

    Download 03 guide classification implementation (Opens in new window)

    Download 04 guide application description (Opens in new window)  

    Download 04 guide application description (Opens in new window)  

    Download 05 guide information access Guide (Opens in new window)  

    Download 05 guide application access information (Opens in new window)  

    Download 06 guide rating implementation (Opens in new window)  

    Download 06 guide rating implementation (Opens in new window)  

    Download 07 guide conservation implementation (Opens in new window)  

    Download 07 guide conservation implementation (Opens in new window)  

    Download 08 guide application transfer (Opens in new window)  

    Download 08 guide application transfer (Opens in new window)  

    Download 09 guide implementation phase (Opens in new window)  

    Download 09 guide implementation phase (Opens in new window)  

    10 Download managers agents application guide documentary (Opens in new window)  

    10 Download managers agents application guide documentary (Opens in new window)  

    Download scanning application guide 11 (Opens in new window)  

    Download scanning application guide 11 (Opens in new window)  

     

    Ministry of education, culture and sport

    Política de Gestión de Documentos Electrónicos del Ministerio de Educación, Cultura y Deporte.

    Finance ministry and public administrations

    Política de Gestión de Documentos Electrónicos del Ministerio de Hacienda y Administraciones Públicas

    Finance ministry and public administrations

    Policy of electronic document management from the finance ministry and public administrations - Presentations complementary to the document

    Autonomous Communities

    Valencian Majorcan

    COMMAND 1/2018, 27 December, together, the Conselleria of finance and Economic Model and Conselleria of education, research, culture and sport, approving the policy of electronic document management of the Generalitat.

    NOTE: With this issue also relates the DECREE 50/2018 of 27 April (Opens in new window) from Consell, which regulates the documentary management, organization and operation of the files of the Generalitat.

    Castilla-La Stain

    Decree 89/2017, 12 December, which approves the policy document management of entities that make up the public sector of the administration of the board of communities of Castilla-La Stain.

    Andalucian marvel

    Agreement of 1 August 2017, the board of government, which approves the policy of electronic document management of the board of Andalucian marvel.

    Murcia region

    Order of 12 July 2017 of advisers to finance and Public Administrations and tourism, culture and environment, which approves the management policy file and electronic documents of the public administration of the autonomous community of the region of Murcia.

    Cantabria

    Decree 43/2017, 22 June, which approves the policy for the management of administrative documents electronic, electronic records and electronic file of the administration of the autonomous community of Cantabria and its Public Sector.

    Illes Balears

    The AGREEMENT governing council of day 9 December 2016 approving the Documentary management policy government Balears Illes

    Basque Country

    Order of 27 September 2016, the Counselor of Public Administration and justice and the Counselor of finance and finance, approving the policy of electronic document management of the public sector of the autonomous community of Mountain Bike.

    March

    DECREE 38/2016, 5 April, government, march which approves policy file management and electronic documents of the administration of the autonomous community march and their Public agencies.

    Principality of Asturias

    Resolution of 22 March 2016, the Presidency counseling and citizen participation, which approves the management policy of documents of the principality of Asturias. (BOPA 31 March 2016)
     

    Canarian

    Order of 23 February 2015, approving the policy of electronic document management and electronic file of public administration of the Autonomous Community Canarian (BOC 27 February 2015)

    Local Entities

    Development of Barcelona

    ANUNCI d'aprovació de la Política de Gestió Documental de la Diputació de Barcelona

    Development of Valladolid

    Resolución de la Presidencia 3994/2015, por la que se aprueba la Política de gestión de documentos de la Diputación Provincial de Valladolid

    Universities

    Navarra public university

    The Council of government, meeting of 10 September 2019, approves the new version of the policy of electronic document management of the public University of Navarre.

    Valladolid university

    Política de gestión de documentos electrónicos de la Universidad de Valladolid. Documento aprobado en Consejo de Gobierno de 14 de diciembre de 2016.

    CRM

    Política de Gestión de Documentos Electrónicos de la Universidad de Murcia. Documento aprobado en Consejo de Gobierno de 13 de febrero de 2014.

    Other institutions

    General Meeting of the principality of Asturias

    Normas de política de gestión de documentos electrónicos de la Junta General del Principado de Asturias 

    Senate spain

    Documentary management policy Senate approved by the Senate Table at its meeting on 28 April 2020.

    Examples of tables of classification of Local Entities

    Model de quadre de classificació d'ajuntaments i consells comarcals. Generalitat de Catalunya

    Table of classification of funds from Municipal archives. Group of Archivists Municipal Madrid

    Propuesta de Cuadro de Clasificación de Fondos de Ayuntamientos. Mesa de Trabajo sobre Organización de Archivos Municipales

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