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Document Workflow Facilitator Data Entry

Posted 6 months ago   |   Spreadsheet Entry   |   Budget: KShs. 2,000   |   Bids: 25   |   Client: Evelyn Hammonds

Project Overview

  • Published On: 1st Nov, 2025
  • Project Type: Data-Entry
  • Project Category: Spreadsheet Entry
  • Project Due: 2nd November, 2025

Required Skills

  • Spreadsheet formulas and functions

  • Microsoft Excel and Word

  • Accurate copy-paste and data entry skills

Project Description

Overview:
The Document Workflow Facilitator is responsible for managing the movement, review, and organization of documents within a company or department. The role ensures that all documents follow proper approval routes, are accurately logged, and remain accessible throughout their lifecycle. It requires strong organizational skills, attention to detail, and experience with digital document systems.

Scope of Work:

  • Enter and update document data in workflow tracking systems or spreadsheets.

  • Monitor document movement across departments for review, approval, and final archiving.

  • Verify document versions, revision dates, and authorization status.

  • Clean and organize digital folders for easy accessibility and version control.

  • Generate a workflow summary showing total documents processed, approval timelines, and pending actions.

  • Ensure confidentiality, compliance, and consistent document labeling standards.

Data Entry Fields Required:

  • Document ID / Reference Number

  • Document Title / Description

  • Department / Origin

  • Submission Date

  • Reviewer / Approver Name

  • Approval Status (Pending / Approved / Rejected)

  • Revision Number / Version

  • File Type (PDF, Word, Excel, etc.)

  • Final Storage Location / Folder Path

  • Remarks / Notes

Deliverables:

  • A structured spreadsheet of all document workflow records.

  • A Word report summarizing processing metrics and document movement details.

Additional Information:

  • Deadline: 2nd November 2025

  • Client Materials: Source files and routing templates will be shared upon hire.

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