Implementation & Configuration Flashcards
7 cards from real CDT practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Implementation & Configuration flashcards as text
When configuring a document management system (DMS) for a multi-department organization, which approach best ensures role-based access control is properly implemented?
Answer: Define permission groups aligned to job functions and assign users to appropriate groups
Role-based access control is best implemented by creating permission groups that mirror job functions, then assigning users to those groups to enforce least-privilege principles.
During DMS configuration, an administrator needs to set up automatic document retention policies. Which configuration parameter is MOST critical to define first?
Answer: The retention schedule tied to document type and regulatory requirements
Retention schedules must be defined first because they govern how long specific document types are legally required to be kept, forming the basis of all retention policy configuration.
A CDT professional is configuring index fields for a scanned invoice repository. Which indexing strategy reduces manual data entry while maintaining searchability?
Answer: Zone OCR extraction mapped to predefined index fields
Zone OCR automatically extracts data from predefined areas of a document and populates index fields, significantly reducing manual entry while enabling full searchability.
When implementing a workflow engine within a DMS, what is the primary purpose of defining escalation rules?
Answer: To automatically reassign or notify stakeholders when tasks exceed time thresholds
Escalation rules trigger automatic reassignment or notifications when workflow tasks are not completed within a defined time period, preventing bottlenecks.
During system implementation, a project team is configuring full-text search indexing. Which document format limitation should be addressed during configuration planning?
Answer: Image-only PDFs require OCR processing before full-text indexing is possible
Image-only PDFs contain no machine-readable text, so OCR must be applied during ingestion to extract text before full-text indexing can index the content.
A CDT is configuring a document capture station. The organization needs to capture documents at 300 DPI. What is the primary reason this resolution is commonly specified for text documents?
Answer: 300 DPI provides sufficient image quality for accurate OCR and readable reproductions without excessive file sizes
300 DPI is the industry standard for text document scanning because it balances OCR accuracy, visual legibility, and manageable file size.
When configuring a DMS to integrate with an existing ERP system, which integration method provides real-time document linking without duplicating data?
Answer: Using API-based integration that stores document references in the ERP and documents in the DMS
API-based integration keeps documents in the DMS while storing document references (links) in the ERP, enabling real-time access without data duplication.