Lucy KariukoExecutive Virtual Assistant
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05Simulated Portfolio Demonstration

Healthcare Executive Document Management

A simulated document register demonstrating how administrative documents can be organised and monitored.

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Healthcare Executive Document Management screenshot

The administrative challenge

Policies and administrative documents drift out of date when no one tracks who owns them, where they are stored or when they are due for review.

Approach and workflow demonstrated

  1. 01Document names and types
  2. 02Department and document ownership tracking
  3. 03Creation dates and review dates
  4. 04Document status monitoring
  5. 05Storage-location recording
  6. 06Filters and conditional formatting
  7. 07A written document management workflow
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