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Document Management Specialists

SOC 15-1299.03Job Zone 4 · Considerable Preparationv.26.05

Context coveredThis framework covers electronic document lifecycle management — from classification and retrieval to policy governance and system implementation — in regulated, enterprise-scale organizational environments requiring formal preparation and sustained professional expertise.

Sources:O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.SkillsCrosswalkSkillsCrosswalk — O*NET enrichment + adjacency index. Opens in new tab.
Emerging
Entry / Apprentice
  1. Document classification criteria — apply under direct supervision to categorize electronic content by security level, function, and metadata in an enterprise document repository.
  2. Document management software — navigate and perform basic operations following established procedures in a structured office environment.
  3. Existing document management policies — review and interpret to support compliant handling of electronic records on assigned projects.
  4. Document metadata standards — apply consistently when tagging and indexing newly ingested files in a departmental content management system.
  5. Standard operating procedures — follow and reference when processing, retrieving, and routing electronic documents across internal teams.
  6. Access rights configurations — assist in verifying user permissions against established security protocols within a live document management system.
  7. Draft records and official documents — prepare routine change entries under supervision and route for review by compliance and legal staff.
  8. Content taxonomy structures — learn and apply when organizing electronic files into predefined classification hierarchies in a shared repository.
  9. Reading comprehension skills — use to accurately interpret technical manuals, policy documents, and system usage guides in a professional IT environment.
  10. Team communications — actively listen and document requirements from colleagues and supervisors during document system onboarding activities.
Developing
Mid-level / Established
  1. Document and content classification taxonomies — develop and refine to improve information capture, search, and retrieval accuracy across departmental repositories.
  2. Electronic document processing and distribution workflows — implement and configure in collaboration with IT specialists within a mid-sized enterprise environment.
  3. System access rights and revision control settings — administer routinely to maintain security integrity and version accuracy of master documents.
  4. Best practices and system usage procedures — document and maintain to ensure consistent, organization-wide adoption of document management standards.
  5. Electronic content security policies — contribute substantively to their formulation by analyzing regulatory requirements and operational needs in a compliance-driven organization.
  6. New document management system deployments — participate in assessment and acquisition activities by evaluating vendor capabilities against organizational criteria.
  7. Official document change records — prepare, validate, and confirm with legal and records management staff to maintain audit-ready documentation in regulated industries.
  8. Critical thinking and systems analysis skills — apply when diagnosing recurring retrieval failures or classification inconsistencies within an existing document platform.
  9. Desktop publishing and web content tools — use proficiently to produce and publish standards documentation and procedural guides for end users.
  10. Time management practices — apply when balancing concurrent document processing assignments and system maintenance tasks in a fast-paced project environment.
Proficient
Senior / Expert IC
  1. Enterprise document management policies — develop autonomously by synthesizing legal, regulatory, and operational requirements to ensure secure and efficient electronic content access.
  2. Content classification taxonomies — architect end-to-end, incorporating controlled vocabularies and faceted metadata schemas that support advanced search and retrieval across complex enterprise environments.
  3. Cross-functional document system implementations — lead technical coordination with IT, legal, and business unit stakeholders to deploy integrated electronic document processing and distribution solutions.
  4. Non-routine classification challenges — resolve independently by applying inductive and deductive reasoning to ambiguous content types across high-volume, multi-format repositories.
  5. Document management system evaluations — conduct comprehensive assessments of new platforms, producing acquisition recommendations grounded in gap analysis and total cost of ownership data.
  6. Records integrity and compliance controls — enforce through rigorous administration of revision history, audit trails, and access rights governance in a regulated enterprise setting.
  7. Official document amendments — manage the full change-control lifecycle, including cross-departmental confirmation with legal, compliance, and enterprise records management leadership.
  8. System usage standards and procedural documentation — author, maintain, and continuously improve to reflect evolving technology capabilities and organizational risk postures.
  9. ERP and analytical software integrations — configure and troubleshoot to enable seamless document data exchange between document management platforms and core business systems.
  10. Complex problem solving in document workflows — diagnose and remediate systemic inefficiencies across multi-departmental content pipelines using systems evaluation methodologies.
Advanced
Lead / Principal / Executive
  1. Organizational document governance strategy — define and champion enterprise-wide policies that balance legal compliance, information security, and operational efficiency at executive scale.
  2. Enterprise content classification frameworks — design and institutionalize scalable taxonomy architectures that accommodate long-term organizational growth, regulatory evolution, and AI-driven retrieval technologies.
  3. Cross-organizational document management programs — lead large-scale system transformation initiatives, aligning technology investments with strategic business objectives and risk management priorities.
  4. Document management competency development — design instructional programs, mentor senior specialists, and establish learning pathways that elevate organizational capability across the discipline.
  5. Regulatory and legal compliance posture — influence enterprise-wide records retention and disposition policies in partnership with general counsel and chief compliance officers.
  6. Vendor and technology ecosystem relationships — direct strategic acquisition decisions and contract negotiations for enterprise document management platforms and ancillary toolsets.
  7. Organizational standards and best practices — establish authoritative benchmarks for document lifecycle management that serve as models across industry peers and professional communities.
  8. Risk assessment for information governance — evaluate systemic vulnerabilities in document access, version control, and audit readiness, advising C-suite stakeholders on mitigation investments.
  9. Cross-functional leadership and coordination — orchestrate alignment among IT, legal, operations, and records management functions to sustain a cohesive, enterprise-wide information architecture.
  10. Emerging document technologies — assess and advocate for adoption of innovations such as AI-assisted classification, blockchain-based audit trails, and intelligent workflow automation within the enterprise environment.

AI-at-Work Competency Framework

Sources:Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab.Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab.WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab.
Subscriber feature

Authoritative source data identified for 998 occupations

How a worker at each mastery level uses, directs, and evaluates AI tools in this occupation. Each statement cites its evidence inline; click a citation chip to verify the source.

Emerging
  1. AI-assisted document tagging — uses AI tools to apply basic metadata labels and security classifications to electronic content under supervisor review, verifying each suggestion against established taxonomy rules Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab..
  2. AI-generated drafts — accepts AI-produced first drafts of standard operating procedures and best-practice documents, then edits for accuracy and organizational voice before submission Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab..
Developing
  1. Taxonomy-assisted classification — directs an AI assistant to propose placement of new document types within existing content classification schemas, then validates placement against policy and retrieval requirements Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab. WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
  2. Policy research delegation — hands off searches across regulatory and compliance sources to an AI tool, synthesizes the returned summaries through critical reading, and escalates ambiguities to legal or records-management stakeholders Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab..
  3. Workflow documentation generation — prompts an AI assistant to produce structured step-by-step system usage procedures from meeting notes or process observations, then iterates on accuracy and completeness Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab..
Proficient
  1. Document management policy development — orchestrates AI-assisted analysis of access patterns, security requirements, and legal obligations to produce policy drafts, then applies expert judgment to resolve edge cases the AI flags as ambiguous Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab..
  2. Retrieval system evaluation — runs AI-generated queries against electronic content systems to surface gaps in indexing or taxonomy coverage, then designs corrective classification rules based on the diagnostic output WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
  3. Cross-system taxonomy alignment — directs AI tools to map terminology across legacy and modern document repositories, reviewing proposed equivalencies for semantic accuracy before committing changes to production schemas Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab..
  4. Audit trail summarization — delegates compilation of document access and version histories to an AI assistant, then authors the interpretive narrative required for compliance reporting Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab..
Advanced
  1. Enterprise information governance design — leads AI-augmented gap analysis of document lifecycles across the organization, integrating AI-surfaced insights with systems analysis judgment to establish policies that balance security, efficiency, and legal access Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab. WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
  2. AI tool selection and governance — evaluates competing AI document-intelligence platforms against retrieval accuracy, classification consistency, and audit requirements, establishing organization-wide standards for responsible AI use in document management Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab. WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
  3. Continuous taxonomy improvement — operates a feedback loop in which AI autonomy is deliberately bounded to suggestion-only on ambiguous document types, with the specialist adjudicating and retraining classification logic based on production errors Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab..
  4. Cross-functional AI workflow integration — architects end-to-end document processing pipelines that couple AI extraction and classification engines with IT and compliance stakeholders, retaining human authority over exception handling and policy interpretation Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab. WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab..
Evidence pack
AEI usage
Task observations: 902
Augment share: 90.2%
Time saved: 91.8%
AI autonomy: 2.71
SAFI positioning
Top skill: Reading Comprehension
Score: 45.5 / 100
Quadrant: Q2_ai_augmented
precision: exact
WEF cluster
Artificial Intelligence
artificial_intelligence
Sources:Anthropic Economic IndexAnthropic Economic Index — release_2026_03_24. Opens in new tab.Jadhav & Danve, 2026Skill Automation Feasibility Index — Jadhav & Danve, 2026 (arXiv:2604.06906). Opens in new tab.WEF Skills TaxonomyWEF Skills Taxonomy 2021 — Building a Common Language for Skills at Work. Opens in new tab.

Pathsmith Durable Skills Framework

Sources:Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Subscriber feature

Ten durable-skill domains mapped to four proficiency/role levels for each occupation. Each statement is aligned to the Pathsmith taxonomy, derived from trusted grounding data and mapped to occupation-specific O*NET tasks and skills.

1Communication13 statements
Emerging
  1. Document terminology orientation — uses standard document management vocabulary when describing file classification needs to colleagues during onboarding tasks Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Stakeholder inquiry response — replies to basic user questions about document retrieval procedures using written email or ticket responses Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Procedure draft assistance — contributes written sections to departmental document handling guidelines under supervisor review Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Developing
  1. Policy explanation delivery — communicates document access rights and revision control policies to end users in non-technical language during training sessions Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Cross-functional update reporting — prepares and presents written status updates on document management system deployments to IT and administrative stakeholders Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Compliance change documentation — records and communicates document revisions clearly to legal and compliance staff with accurate change descriptions Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Taxonomy communication — explains classification taxonomy logic and metadata standards to diverse user groups through structured documentation and briefings Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. System procedure authoring — writes comprehensive, unambiguous standards and best-practice guides for enterprise-wide electronic document management system usage Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Vendor and IT liaison communication — facilitates clear technical dialogue between document management vendors and internal IT specialists during system acquisition and deployment Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  4. Audit-ready reporting — produces formal written reports summarizing document security levels, access rights, and compliance status for regulatory or legal review Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Enterprise policy articulation — leads cross-departmental communication initiatives to align document management policies with legal, security, and operational requirements across the organization Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Executive-level briefing — presents complex document infrastructure assessments and system evaluation findings to senior leadership with clarity and strategic framing Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Knowledge transfer facilitation — designs and delivers structured communication programs that build document literacy across technical and non-technical staff organization-wide Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
2Leadership10 statements
Emerging
  1. Initiative demonstration — volunteers to document newly observed workflow gaps in document retrieval procedures without being prompted by a supervisor Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Peer support contribution — assists colleagues in locating correct document classification criteria when requests arise during daily operations Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Project task ownership — takes responsibility for discrete portions of a document management system implementation, tracking progress and reporting outcomes independently Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Standards advocacy — champions adherence to established document naming conventions and metadata standards within immediate team operations Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. System deployment leadership — coordinates activities of IT specialists and administrative staff during electronic document processing system rollouts to ensure timely and accurate implementation Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Policy development guidance — leads working sessions with legal, compliance, and records management staff to shape document access and retention policies Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Process ownership — assumes full accountability for maintaining master document integrity and revision control across assigned document repositories Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Enterprise governance leadership — directs the development and enforcement of organization-wide document management governance frameworks, setting strategic direction for policy and system evolution Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Mentorship program design — establishes structured mentorship pathways that develop junior document management specialists into independent, policy-capable practitioners Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. Change leadership — leads organizational transitions to new document management platforms by aligning stakeholder expectations, managing resistance, and sustaining operational continuity Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
3Metacognition9 statements
Emerging
  1. Learning gap identification — recognizes personal knowledge limitations in document classification standards and seeks clarifying resources or supervisor guidance Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Task reflection practice — reviews completed document indexing assignments to identify errors in metadata tagging before submission Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Skill assessment — evaluates own proficiency in electronic document management system administration and identifies specific training needed to close gaps Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Process self-monitoring — tracks personal accuracy rates when classifying documents by security level or function and adjusts classification approach based on observed error patterns Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Strategy adaptation — adjusts personal approach to taxonomy development or policy writing based on retrospective analysis of previous system usability issues Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Continuous learning planning — constructs a personal development plan targeting emerging document management technologies and evolving regulatory requirements Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Cognitive load management — organizes complex document audit tasks into structured sub-tasks that align with personal cognitive strengths and available time Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. Reflective practice modeling — articulates and shares personal metacognitive strategies for managing complex classification projects, enabling team members to adopt adaptive thinking habits Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Systems-level self-evaluation — conducts structured after-action reviews of major document management deployments to extract lessons informing future strategic decisions Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
4Critical Thinking11 statements
Emerging
  1. Classification rationale application — applies documented classification rules to assign security levels to straightforward documents with identifiable characteristics Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Assumption identification — questions whether a received document meets stated metadata requirements before completing indexing tasks Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Developing
  1. Policy gap analysis — identifies inconsistencies between existing document management policies and current operational practices, flagging discrepancies for review Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Evidence-based taxonomy revision — evaluates user search failure patterns as evidence of taxonomy deficiencies and recommends targeted structural revisions Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. System evaluation — assesses electronic document management systems against organizational requirements for security, retrieval efficiency, and compliance using structured evaluation criteria Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Risk-based access analysis — analyzes document access rights configurations to identify security vulnerabilities or integrity risks, proposing corrective control measures Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Regulatory interpretation — interprets applicable law and government regulations to determine their implications for document retention schedules and access policies Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  4. Complex problem diagnosis — investigates multi-layered document retrieval failures by isolating system, taxonomy, and user-behavior variables to identify root causes Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Policy framework reasoning — constructs logical, legally defensible document management policy frameworks by synthesizing regulatory requirements, security standards, and organizational risk tolerance Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Strategic systems analysis — leads enterprise-level analysis of document infrastructure to identify systemic inefficiencies and recommend transformative architectural solutions Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Assumption challenging at scale — identifies and challenges embedded assumptions in legacy classification taxonomies, presenting evidence-based arguments for structural redesign to senior stakeholders Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
5Collaboration9 statements
Emerging
  1. Team task participation — contributes assigned portions of document classification projects within a team structure, meeting established deadlines and quality standards Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Cross-role information sharing — shares relevant document location or version information with colleagues in administrative or legal roles upon request Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Developing
  1. IT specialist coordination — collaborates with information technology specialists on electronic document processing and retrieval system configurations, providing document management requirements clearly Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Compliance team engagement — works with legal and compliance management staff to confirm and record document changes accurately and in accordance with regulatory expectations Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Multi-department project collaboration — partners with IT, legal, administrative, and records management teams simultaneously during document management system deployments to align deliverables Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Taxonomy co-development — co-creates document classification taxonomies with subject matter experts from multiple business units, integrating diverse functional perspectives into a coherent structure Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Conflict navigation — mediates disagreements between departments over document access rights or classification decisions by facilitating evidence-based discussion and compromise Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. Enterprise collaboration architecture — designs and leads collaborative governance structures that bring legal, IT, compliance, and operational teams into sustained, productive alignment on document management strategy Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. External partner coordination — leads collaboration with external vendors, auditors, or regulatory bodies on document system assessments, representing organizational interests with professionalism and precision Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
6Character9 statements
Emerging
  1. Confidentiality respect — handles sensitive documents and access credentials with discretion and in accordance with established security protocols from initial assignment Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Accuracy commitment — flags personally identified classification errors immediately rather than allowing inaccurate metadata to propagate through the document repository Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Accountability practice — takes ownership of errors in document revision records and implements corrective actions transparently with supervisors and affected stakeholders Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Ethical handling — refuses to process or reclassify documents in ways that circumvent legal or compliance requirements, even under operational pressure Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Integrity stewardship — maintains the accuracy and completeness of master document records consistently, treating data integrity as a non-negotiable professional standard Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Professional transparency — discloses known system limitations or policy ambiguities to legal and compliance staff proactively rather than concealing operational risks Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Regulatory ethics adherence — ensures all document access administration decisions comply with applicable law and government regulations without exception Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Ethical culture modeling — establishes and models a professional culture in which document integrity, legal compliance, and user data protection are treated as shared organizational values Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Whistleblower courage — formally escalates observed violations of document security or retention policy to appropriate authority, accepting professional risk to uphold organizational and legal standards Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
7Creativity9 statements
Emerging
  1. Classification alternative suggestion — proposes an alternative metadata field that improves document search retrievability when existing taxonomy fields produce poor results Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Procedure improvement idea — identifies and documents a procedural simplification for routine document ingestion tasks and presents it for supervisor consideration Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Taxonomy innovation — designs novel classification nodes within an existing taxonomy structure to address emerging document types not captured by current categories Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. User experience improvement — develops a creative indexing approach that reduces average document retrieval time based on observed user search behavior patterns Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. System workflow redesign — creates innovative electronic document workflow configurations that eliminate redundant processing steps while maintaining security and compliance integrity Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Policy framework invention — authors a novel document management policy structure that addresses a regulatory gap not covered by existing industry best practices Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Training material creation — designs engaging, scenario-based training materials for document management system users that improve adoption and reduce classification errors Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. Taxonomy architecture innovation — conceives and implements a paradigm-shifting classification taxonomy that enables cross-functional document discovery capabilities previously unavailable to the organization Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Experimental system piloting — designs and leads controlled pilot programs to test novel document management system configurations, using experimental findings to drive enterprise-wide adoption decisions Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
8Growth Mindset9 statements
Emerging
  1. Feedback receptivity — incorporates supervisor feedback on document classification errors into revised indexing practice without defensiveness Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Challenge acceptance — accepts assignment to unfamiliar document management system modules and engages learning resources proactively to build required competence Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Setback recovery — responds to a failed document migration by analyzing failure causes, adjusting the migration approach, and reinitiating the process with improved methodology Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Skill stretch pursuit — seeks opportunities to work on more complex document management tasks such as policy drafting or system evaluation before formally required by role progression Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Regulatory change adaptation — updates personal knowledge and team procedures promptly in response to changes in document-related laws or compliance requirements Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Technology learning commitment — pursues training on newly acquired document management platforms to achieve operational proficiency within established deployment timelines Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Constructive critique integration — incorporates critical feedback from legal, compliance, or IT stakeholders on document policy drafts to produce materially improved final documents Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Learning culture cultivation — establishes team norms that treat document system failures and classification mistakes as structured learning events, building collective resilience and competence Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Innovation through failure — publicly documents lessons from unsuccessful document management system deployments and uses those lessons to advance the profession's body of knowledge Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
9Mindfulness9 statements
Emerging
  1. Attention management — maintains focused attention during document classification tasks, minimizing errors caused by context-switching in high-volume processing environments Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Stress awareness — recognizes personal signs of fatigue or distraction during extended document audit sessions and takes brief, deliberate pauses to restore accuracy Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Developing
  1. Intentional prioritization — deliberately sequences document management tasks by urgency and compliance deadline rather than defaulting to order of receipt Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Reactive response regulation — pauses before responding to stakeholder pressure to expedite document access decisions, ensuring responses remain policy-compliant rather than reactive Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Present-task quality focus — applies deliberate, systematic attention to each stage of document revision confirmation with legal staff, resisting the urge to rush multi-step compliance processes Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  2. Stakeholder emotion awareness — recognizes and responds to stakeholder frustration during document access disputes with composed, empathetic communication rather than escalation Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  3. Cognitive presence in complexity — maintains full cognitive engagement during multi-system document infrastructure assessments, avoiding premature conclusions before all data is evaluated Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Exceeding
  1. Mindful leadership under pressure — models calm, deliberate decision-making during high-stakes document security incidents, stabilizing team performance and preserving process integrity Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Organizational attention design — structures team workflows and meeting cadences to protect sustained deep-work time for complex document policy and taxonomy development tasks Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
10Fortitude9 statements
Emerging
  1. Persistence through complexity — continues working through a difficult document classification backlog without abandoning accuracy standards when volume exceeds typical workload Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Uncertainty tolerance — proceeds with document indexing tasks under ambiguous classification guidelines while appropriately escalating edge cases for resolution Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Developing
  1. Sustained effort under deadline — maintains document management system implementation responsibilities consistently across an extended project timeline without performance decline Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Resistance navigation — continues advancing recommended taxonomy improvements in the face of departmental resistance, presenting evidence-based arguments through appropriate channels Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Applying
  1. Crisis-level document recovery — leads systematic recovery of document integrity following a major system failure, sustaining methodical effort across an extended remediation period Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Compliance pressure endurance — maintains legally and ethically compliant document management practices under sustained organizational pressure to expedite or bypass established procedures Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
  3. Long-cycle project persistence — sustains quality contributions across multi-month document management system deployment projects, adapting to scope changes without losing momentum Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
Exceeding
  1. Organizational adversity leadership — guides document management teams through prolonged organizational disruption such as mergers or regulatory investigations, maintaining system integrity and team cohesion throughout Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.
  2. Courageous policy defense — publicly defends evidence-based document management policies against executive pressure to weaken security or compliance controls, providing documented rationale and accepting professional risk Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab. O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
Sources:Pathsmith Durable SkillsPathsmith Durable Skills Framework — America Succeeds + CompTIA. Opens in new tab.O*NET v30.2O*NET Resource Center — Occupational Information Network, v30.2 (Sept 2025). Opens in new tab.
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Source anchors that ground each statement

Related titles
Business Records Manager · Certified Document Imaging Architect · Clinical Documentation Specialist · Commercial Loan Documentation Specialist · Content Specialist · Content Strategist · Credentialing Coordinator · Credentialing Manager · Document Control Administrator (Document Control Admin) · Document Control Clerk · Document Control Coordinator · Document Control Manager
RAPIDS apprenticeships
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O*NET skills
Reading ComprehensionWritingCritical ThinkingActive ListeningComplex Problem SolvingSystems AnalysisMonitoringSystems EvaluationActive LearningJudgment and Decision MakingTime ManagementSpeakingLearning StrategiesSocial PerceptivenessCoordinationInstructingService Orientation
Knowledge domains
English LanguageAdministration and ManagementComputers and ElectronicsCustomer and Personal ServiceAdministrativeLaw and GovernmentEducation and Training
Abilities
Oral ExpressionOral ComprehensionWritten ComprehensionInductive ReasoningInformation OrderingWritten ExpressionProblem SensitivityDeductive ReasoningNear VisionCategory Flexibility
Work styles
Attention to DetailDependabilityIntegrityCautiousnessIntellectual CuriosityAchievement Orientation
Technology
Document management softwareWeb page creation and editing softwareDesktop publishing softwareGraphics or photo imaging softwareObject or component oriented development softwareWeb platform development softwareVideo creation and editing softwareComputer aided design CAD softwareEnterprise resource planning ERP softwareAnalytical or scientific software
Tasks · seed anchors for statements
  1. Assist in determining document management policies to facilitate efficient, legal, and secure access to electronic content.
  2. Assist in the development of document or content classification taxonomies to facilitate information capture, search, and retrieval.
  3. Implement electronic document processing, retrieval, and distribution systems in collaboration with other information technology specialists.
  4. Identify and classify documents or other electronic content according to characteristics such as security level, function, and metadata.
  5. Develop, document, or maintain standards, best practices, or system usage procedures.
  6. Assist in the assessment, acquisition, or deployment of new electronic document management systems.
  7. Administer document and system access rights and revision control to ensure security of system and integrity of master documents.
  8. Prepare and record changes to official documents and confirm changes with legal and compliance management staff, including enterprise-wide records management staff.
CIP education codes
11.010111.030111.040111.070111.100526.110326.110430.080130.160130.300130.310140.051243.040351.2706

Sources: O*NET v30.2 (CC BY 4.0), SkillsCrosswalk.com, LER.me, Anthropic Economic Index, SAFI (Jadhav & Danve, 2026), WEF Skills Taxonomy 2021, Pathsmith Durable Skills Framework. © 2026 EBSCOed.