All County Objectives

# 185

Form Automation

By June 2023, the Auditor-Controller-Treasurer-Tax Collector will automate 10% of forms for claims, general accounting, and payroll divisions.

Verification link/documentation

Key Steps

1 2 3 4
Review processes and determine which process could be automated. Modify existing forms to take advantage of DocuSign and/or other electronic routing technologies. Update procedures to incorporate modified forms utilizing electronic routing technologies. Roll out modified forms and procedures to end users.
Plan Reference:
Baseline: Progress:
6.A.ii, 6.D.ii 5 Forms automated 0 100% (5)