What we need to do
We have some open questions about how document records are created in BC Business Registry. We need to sit down with staff to get answers, run some tests to see what actually happens, and then meet again to decide what to do next.
Goals
- Meet with staff to go through our questions.
- Test a few different filing types to see how document records behave.
- Book a follow-up meeting to review what we found and agree on next steps.
Add to DRS - CORPS Document Reference Table
Column 'L' "Document Record Required, If Not, Reason"
Questions for staff
Q1. Is there a difference between document indexing and a document record?
Document record is a new term we are introducing. We believe it to be the same as what staff currently call document indexing. We need to confirm with them whether this is true.
Note: Staff are not familiar with the term "document record". Lead with what document indexing means to them, then introduce our term and check whether they refer to the same thing.
Q2. Which filings don't need a document record?
We need a clear list of filing types that don't require a document record to be created.
Q3. What does "automatically document indexed" mean?
Staff have used this term but we're not sure what it means in practice. Does it mean:
- A document record gets created automatically when a filing is submitted?
- Or that the required documents are already in the filing ledger?
Q4. Is there any automation in place?
We don't think there is any automation currently set up to create document records, but we need staff to confirm this before we go further.
Test cases
TC-01 — Common filings
Pick 2 or 3 of the most frequently used filings. Check whether a document record gets created, and if so, whether it happens automatically or manually.
TC-02 — Continuation in filings
Look at a continuation in filing and check how document records are handled.
TC-03 — Incorporation filings
Look at an incorporation filing and check how document records are handled.
TC-04 — Filings with a document upload
Find a filing that includes a document upload step. Check whether uploading a document triggers a document record, and whether that is different from filings without uploads.
What we need to do
We have some open questions about how document records are created in BC Business Registry. We need to sit down with staff to get answers, run some tests to see what actually happens, and then meet again to decide what to do next.
Goals
Add to DRS - CORPS Document Reference Table
Column 'L' "Document Record Required, If Not, Reason"
Questions for staff
Q1. Is there a difference between document indexing and a document record?
Document record is a new term we are introducing. We believe it to be the same as what staff currently call document indexing. We need to confirm with them whether this is true.
Q2. Which filings don't need a document record?
We need a clear list of filing types that don't require a document record to be created.
Q3. What does "automatically document indexed" mean?
Staff have used this term but we're not sure what it means in practice. Does it mean:
Q4. Is there any automation in place?
We don't think there is any automation currently set up to create document records, but we need staff to confirm this before we go further.
Test cases
TC-01 — Common filings
Pick 2 or 3 of the most frequently used filings. Check whether a document record gets created, and if so, whether it happens automatically or manually.
TC-02 — Continuation in filings
Look at a continuation in filing and check how document records are handled.
TC-03 — Incorporation filings
Look at an incorporation filing and check how document records are handled.
TC-04 — Filings with a document upload
Find a filing that includes a document upload step. Check whether uploading a document triggers a document record, and whether that is different from filings without uploads.