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Description
Set up and operate document imaging workflows to capture, convert, index, and validate records for secure storage, rapid retrieval, sharing, and compliant disposition within enterprise content and records systems.
  • • Prepare documents for scanning by removing fasteners, repairing pages, and batching with separator sheets.
  • • Operate, calibrate, and maintain scanners and other imaging devices.
  • • Implement scanning and automated data capture using OCR/ICR, barcodes, and forms recognition.
  • • Configure capture profiles, batch classes, and document separation rules.
  • • Select appropriate resolution, color settings, compression, and file formats (e.g., PDF/A, TIFF).
  • • Index and classify images with accurate metadata, keywords, and security levels.
  • • Perform image enhancement, de-skewing, de-speckling, and redaction as required.
  • • Conduct quality control to verify legibility, page order, and completeness.
  • • Monitor throughput and error rates; analyze and report imaging performance data.
  • • Troubleshoot imaging hardware, drivers, and capture software issues.
  • • Write, review, and execute test plans for new scanners, drivers, and imaging workflows.
  • • Develop, document, and maintain imaging standards, SOPs, and work instructions.
  • • Train users and operators on imaging procedures, safety, and system usage.
  • • Ensure chain of custody and secure handling of physical and electronic records.
  • • Route captured documents to repositories/ECM systems and validate successful ingestion.
  • • Retrieve and distribute imaged files to authorized users; track requests and returns.
  • • Conduct needs assessments to identify imaging requirements, volumes, and SLAs.
  • • Assist in evaluating, acquiring, and deploying imaging hardware and capture software.
  • • Coordinate with records and compliance staff on retention, legal holds, and destruction.
  • • Administer capture-side access rights, queues, and workflow routing to protect sensitive data.
  • • Keep current on imaging technologies, OCR advances, and digitization standards.
  • • Securely store, return, or arrange destruction of source documents per policy after imaging.
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Tasks & skills: O*NET occupational data (work activities, skills, knowledge). Learn more
Sources & Standards: This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
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