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Document Management Specialists

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Implement and administer enterprise-wide document management systems and related procedures that allow organizations to capture, store, retrieve, share, and destroy electronic records and documents.


Sample of reported job titles: Business Records Manager, Certified Document Imaging Architect, Document Control Manager, Document Management Consultant, ECM Consultant (Enterprise Content Management Consultant), Electronic Content Manager, Record Systems Analyst, Records and Information Management Consultant (RIM Consultant), Records and Information Management Specialist (RIM Specialist), Records Manager


Tasks  |  Technology Skills  |  Tools Used  |  Knowledge  |  Skills  |  Abilities  |  Work Activities  |  Detailed Work Activities  |  Work Context  |  Job Zone  |  Education  |  Credentials  |  Interests  |  Work Styles  |  Work Values  |  Wages & Employment  |  Job Openings  |  Additional Information


Tasks

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  • Assist in determining document management policies to facilitate efficient, legal, and secure access to electronic content.See more occupations related to this task.
  • Assist in the development of document or content classification taxonomies to facilitate information capture, search, and retrieval.See more occupations related to this task.
  • Implement electronic document processing, retrieval, and distribution systems in collaboration with other information technology specialists.See more occupations related to this task.
  • Identify and classify documents or other electronic content according to characteristics such as security level, function, and metadata.See more occupations related to this task.
  • Develop, document, or maintain standards, best practices, or system usage procedures.See more occupations related to this task.
  • Assist in the assessment, acquisition, or deployment of new electronic document management systems.See more occupations related to this task.
  • Administer document and system access rights and revision control to ensure security of system and integrity of master documents.See more occupations related to this task.
  • Prepare and record changes to official documents and confirm changes with legal and compliance management staff, including enterprise-wide records management staff.See more occupations related to this task.
  • Write, review, or execute plans for testing new or established document management systems.See more occupations related to this task.
  • Monitor regulatory activity to maintain compliance with records and document management laws.See more occupations related to this task.
  • Retrieve electronic assets from repository for distribution to users, collecting and returning to repository, if necessary.See more occupations related to this task.
  • Keep abreast of developments in document management technologies and techniques by reviewing current literature, talking with colleagues, participating in educational programs, attending meetings or workshops, or participating in professional organizations or conferences.See more occupations related to this task.
  • Conduct needs assessments to identify document management requirements of departments or end users.See more occupations related to this task.
  • Develop or configure document management system features, such as user interfaces, access profiles, and document workflow procedures.See more occupations related to this task.
  • Document technical functions and specifications for new or proposed content management systems.See more occupations related to this task.
  • Exercise security surveillance over document processing, reproduction, distribution, storage, or archiving.See more occupations related to this task.
  • Consult with end users regarding problems in accessing electronic content.See more occupations related to this task.
  • Propose recommendations for improving content management system capabilities.See more occupations related to this task.
  • Operate data capture technology to import digitized documents into document management system.See more occupations related to this task.
  • Prepare support documentation and training materials for end users of document management systems.See more occupations related to this task.
  • Search electronic sources, such as databases or repositories, or manual sources for information.See more occupations related to this task.
  • Implement scanning or other automated data entry procedures, using imaging devices and document imaging software.See more occupations related to this task.

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Technology Skills

Show fewer All 32 displayed     Show 5 tools used
  • Analytical or scientific software — CAPSYS Capture; EMC Captiva; Microsoft Office Document Imaging; Office Gemini Diamond Vision (see all 5 examples)See more occupations related to this technology.
  • Application server software — Oracle WebLogicSee more occupations related to this technology.
  • Computer aided design CAD software Hot technology — Autodesk AutoCAD Hot technology ; Dassault Systemes SOLIDWORKS Hot technology ; PTC Creo ParametricSee more occupations related to this technology.
  • Content workflow software — IBM FileNet Content Manager; Thomson Reuters GoFileRoomSee more occupations related to this technology.
  • Data base management system software — Teradata Database Hot technologySee more occupations related to this technology.
  • Data base reporting software — SAP Business ObjectsSee more occupations related to this technology.
  • Data base user interface and query software — FileMaker Pro; Microsoft Access Hot technology ; Microsoft SQL Server Hot technology ; Vertafore ImageRight (see all 5 examples)See more occupations related to this technology.
  • Data compression software — File compression softwareSee more occupations related to this technology.
  • Data mining software — Google Analytics Hot technologySee more occupations related to this technology.
  • Desktop communications software — SkypeSee more occupations related to this technology.
  • Desktop publishing software — Adobe Systems Adobe InDesign Hot technologySee more occupations related to this technology.
  • Development environment software — Microsoft .NET Framework Hot technology ; Microsoft Visual Basic Hot technology ; Oracle SQL DeveloperSee more occupations related to this technology.
  • Document management software — Adobe Systems Adobe Acrobat Hot technology ; Alfresco Software Alfresco; FileHold Systems FileHold; Records management software (see all 41 examples)See more occupations related to this technology.
  • Electronic mail software — IBM Notes Hot technology ; Microsoft Outlook Hot technologySee more occupations related to this technology.
  • Enterprise application integration software — Extensible markup language XML Hot technology ; IBM WebSphere MQ; SAP BusinessObjects Data IntegratorSee more occupations related to this technology.
  • Enterprise resource planning ERP software Hot technology — Business process management BPM software; Microsoft Dynamics Hot technology ; Oracle PeopleSoft Financials; SAP ERP Financials (see all 6 examples)See more occupations related to this technology.
  • File versioning software — Version control softwareSee more occupations related to this technology.
  • Filesystem software — File system softwareSee more occupations related to this technology.
  • Graphics or photo imaging software — Adobe Systems Adobe Photoshop Hot technology ; Microsoft Visio Hot technologySee more occupations related to this technology.
  • Object or component oriented development software — Apache Groovy Hot technology ; Oracle Java Hot technology ; Practical extraction and reporting language Perl Hot technology ; SAP PowerBuilderSee more occupations related to this technology.
  • Operating system software — IBM MVS; Linux Hot technology ; Microsoft Windows Hot technology ; UNIX Hot technologySee more occupations related to this technology.
  • Optical character reader OCR or scanning software — Optical character recognition OCR softwareSee more occupations related to this technology.
  • Presentation software — Microsoft PowerPoint Hot technologySee more occupations related to this technology.
  • Project management software — Central Desktop; Microsoft Project Hot technology ; Microsoft SharePoint Hot technologySee more occupations related to this technology.
  • Requirements analysis and system architecture software — Unified modeling language UML Hot technologySee more occupations related to this technology.
  • Sales and marketing software — Google AdWords Hot technologySee more occupations related to this technology.
  • Spreadsheet software — Microsoft Excel Hot technologySee more occupations related to this technology.
  • Video conferencing software — Google MeetSee more occupations related to this technology.
  • Video creation and editing software — Apple Final Cut Pro; WeVideoSee more occupations related to this technology.
  • Web page creation and editing software — Adobe Systems Adobe Dreamweaver; Google SitesSee more occupations related to this technology.
  • Web platform development software — Apache Tomcat Hot technology ; Hypertext markup language HTML Hot technologySee more occupations related to this technology.
  • Word processing software — Microsoft Word Hot technologySee more occupations related to this technology.

Hot technology Hot Technology — a technology requirement frequently included in employer job postings.

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Knowledge

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  • English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.See more occupations related to this knowledge.
  • Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.See more occupations related to this knowledge.
  • Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.See more occupations related to this knowledge.
  • Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.See more occupations related to this knowledge.
  • Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.See more occupations related to this knowledge.
  • Law and Government — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.See more occupations related to this knowledge.
  • Education and Training — Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.See more occupations related to this knowledge.

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Skills

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  • Reading Comprehension — Understanding written sentences and paragraphs in work related documents.See more occupations related to this skill.
  • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.See more occupations related to this skill.
  • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.See more occupations related to this skill.
  • Writing — Communicating effectively in writing as appropriate for the needs of the audience.See more occupations related to this skill.
  • Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.See more occupations related to this skill.
  • Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.See more occupations related to this skill.
  • Systems Analysis — Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.See more occupations related to this skill.
  • Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making.See more occupations related to this skill.
  • Systems Evaluation — Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.See more occupations related to this skill.
  • Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.See more occupations related to this skill.
  • Speaking — Talking to others to convey information effectively.See more occupations related to this skill.
  • Time Management — Managing one’s own time and the time of others.See more occupations related to this skill.
  • Coordination — Adjusting actions in relation to others’ actions.See more occupations related to this skill.
  • Instructing — Teaching others how to do something.See more occupations related to this skill.
  • Learning Strategies — Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.See more occupations related to this skill.
  • Service Orientation — Actively looking for ways to help people.See more occupations related to this skill.
  • Social Perceptiveness — Being aware of others’ reactions and understanding why they react as they do.See more occupations related to this skill.

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Abilities

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  • Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.See more occupations related to this ability.
  • Oral Expression — The ability to communicate information and ideas in speaking so others will understand.See more occupations related to this ability.
  • Written Comprehension — The ability to read and understand information and ideas presented in writing.See more occupations related to this ability.
  • Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).See more occupations related to this ability.
  • Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).See more occupations related to this ability.
  • Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.See more occupations related to this ability.
  • Written Expression — The ability to communicate information and ideas in writing so others will understand.See more occupations related to this ability.
  • Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.See more occupations related to this ability.
  • Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways.See more occupations related to this ability.
  • Near Vision — The ability to see details at close range (within a few feet of the observer).See more occupations related to this ability.
  • Flexibility of Closure — The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.See more occupations related to this ability.
  • Speech Recognition — The ability to identify and understand the speech of another person.See more occupations related to this ability.
  • Fluency of Ideas — The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).See more occupations related to this ability.
  • Originality — The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.See more occupations related to this ability.
  • Selective Attention — The ability to concentrate on a task over a period of time without being distracted.See more occupations related to this ability.
  • Speech Clarity — The ability to speak clearly so others can understand you.See more occupations related to this ability.

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Work Activities

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  • Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.See more occupations related to this activity.
  • Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.See more occupations related to this activity.
  • Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.See more occupations related to this activity.
  • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.See more occupations related to this activity.
  • Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.See more occupations related to this activity.
  • Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.See more occupations related to this activity.
  • Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.See more occupations related to this activity.
  • Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.See more occupations related to this activity.
  • Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.See more occupations related to this activity.
  • Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.See more occupations related to this activity.
  • Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.See more occupations related to this activity.
  • Developing Objectives and Strategies — Establishing long-range objectives and specifying the strategies and actions to achieve them.See more occupations related to this activity.
  • Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.See more occupations related to this activity.
  • Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.See more occupations related to this activity.
  • Provide Consultation and Advice to Others — Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.See more occupations related to this activity.
  • Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.See more occupations related to this activity.
  • Coordinating the Work and Activities of Others — Getting members of a group to work together to accomplish tasks.See more occupations related to this activity.
  • Developing and Building Teams — Encouraging and building mutual trust, respect, and cooperation among team members.See more occupations related to this activity.
  • Training and Teaching Others — Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.See more occupations related to this activity.
  • Coaching and Developing Others — Identifying the developmental needs of others and coaching, mentoring, or otherwise helping others to improve their knowledge or skills.See more occupations related to this activity.
  • Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.See more occupations related to this activity.
  • Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.See more occupations related to this activity.
  • Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others.See more occupations related to this activity.
  • Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.See more occupations related to this activity.
  • Estimating the Quantifiable Characteristics of Products, Events, or Information — Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.See more occupations related to this activity.
  • Judging the Qualities of Things, Services, or People — Assessing the value, importance, or quality of things or people.See more occupations related to this activity.
  • Guiding, Directing, and Motivating Subordinates — Providing guidance and direction to subordinates, including setting performance standards and monitoring performance.See more occupations related to this activity.
  • Selling or Influencing Others — Convincing others to buy merchandise/goods or to otherwise change their minds or actions.See more occupations related to this activity.
  • Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.See more occupations related to this activity.
  • Monitoring and Controlling Resources — Monitoring and controlling resources and overseeing the spending of money.See more occupations related to this activity.

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Detailed Work Activities

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  • Develop procedures for data management.See more occupations related to this activity.
  • Develop procedures for data entry or processing.See more occupations related to this activity.
  • Prepare data for analysis.See more occupations related to this activity.
  • Retrieve information from electronic sources.See more occupations related to this activity.
  • Develop performance metrics or standards related to information technology.See more occupations related to this activity.
  • Document operational procedures.See more occupations related to this activity.
  • Implement security measures for computer or information systems.See more occupations related to this activity.
  • Develop testing routines or procedures.See more occupations related to this activity.
  • Manage documentation to ensure organization or accuracy.See more occupations related to this activity.
  • Monitor operational activities to ensure compliance with regulations or standard operating procedures.See more occupations related to this activity.
  • Collect data about customer needs.See more occupations related to this activity.
  • Update knowledge about emerging industry or technology trends.See more occupations related to this activity.
  • Document technical specifications or requirements.See more occupations related to this activity.
  • Monitor the security of digital information.See more occupations related to this activity.
  • Provide technical support for software maintenance or use.See more occupations related to this activity.
  • Recommend changes to improve computer or information systems.See more occupations related to this activity.
  • Prepare instruction manuals.See more occupations related to this activity.
  • Analyze data to identify or resolve operational problems.See more occupations related to this activity.

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Work Context

Show fewer All 20 displayed
  • Electronic Mail — 100% responded “Every day.”See more occupations related to this work context.
  • Telephone — 74% responded “Every day.”See more occupations related to this work context.
  • Face-to-Face Discussions — 59% responded “Every day.”See more occupations related to this work context.
  • Work With Work Group or Team — 56% responded “Very important.”See more occupations related to this work context.
  • Spend Time Sitting — 50% responded “More than half the time.”See more occupations related to this work context.
  • Importance of Being Exact or Accurate — 45% responded “Very important.”See more occupations related to this work context.
  • Letters and Memos — 37% responded “Every day.”See more occupations related to this work context.
  • Structured versus Unstructured Work — 55% responded “Some freedom.”See more occupations related to this work context.
  • Contact With Others — 47% responded “Contact with others most of the time.”See more occupations related to this work context.
  • Freedom to Make Decisions — 45% responded “Some freedom.”See more occupations related to this work context.
  • Indoors, Environmentally Controlled — 61% responded “Every day.”See more occupations related to this work context.
  • Time Pressure — 40% responded “Once a week or more but not every day.”See more occupations related to this work context.
  • Coordinate or Lead Others — 28% responded “Extremely important.”See more occupations related to this work context.
  • Duration of Typical Work Week — 79% responded “40 hours.”See more occupations related to this work context.
  • Importance of Repeating Same Tasks — 32% responded “Important.”See more occupations related to this work context.
  • Impact of Decisions on Co-workers or Company Results — 35% responded “Minor results.”See more occupations related to this work context.
  • Frequency of Decision Making — 32% responded “Once a year or more but not every month.”See more occupations related to this work context.
  • Level of Competition — 47% responded “Moderately competitive.”See more occupations related to this work context.
  • Responsibility for Outcomes and Results — 32% responded “Limited responsibility.”See more occupations related to this work context.
  • Degree of Automation — 44% responded “Moderately automated.”See more occupations related to this work context.

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Job Zone

Title Job Zone Four: Considerable Preparation Needed
Education Most of these occupations require a four-year bachelor’s degree, but some do not.
Related Experience A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
Job Training Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
Job Zone Examples Many of these occupations involve coordinating, supervising, managing, or training others. Examples include real estate brokers, sales managers, database administrators, graphic designers, chemists, art directors, and cost estimators.
SVP Range (7.0 to < 8.0)

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Education


Percentage of Respondents
Education Level Required
60   Bachelor’s degree
15   Master’s degree
10   Associate’s degree

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Credentials

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Interests

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Interest code: C   Want to discover your interests? Take the O*NET Interest Profiler at My Next Move.

  • Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.See more occupations related to this interest.

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Work Styles

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  • Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.See more occupations related to this work style.
  • Integrity — Job requires being honest and ethical.See more occupations related to this work style.
  • Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.See more occupations related to this work style.
  • Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.See more occupations related to this work style.
  • Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.See more occupations related to this work style.
  • Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.See more occupations related to this work style.
  • Initiative — Job requires a willingness to take on responsibilities and challenges.See more occupations related to this work style.
  • Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction.See more occupations related to this work style.
  • Persistence — Job requires persistence in the face of obstacles.See more occupations related to this work style.
  • Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.See more occupations related to this work style.
  • Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations.See more occupations related to this work style.
  • Self Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.See more occupations related to this work style.
  • Independence — Job requires developing one’s own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.See more occupations related to this work style.
  • Innovation — Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.See more occupations related to this work style.
  • Concern for Others — Job requires being sensitive to others’ needs and feelings and being understanding and helpful on the job.See more occupations related to this work style.

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Work Values

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  • Achievement — Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.See more occupations related to this work value.
  • Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.See more occupations related to this work value.
  • Working Conditions — Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.See more occupations related to this work value.

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