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File Room Desktop

Last updated: Thu, 27 Apr 2017 19:07:22 GMT
iOFFICE Knowledge Center

File Room Desktop

The File Tracking module desktop contains links to all of the functions of the module.

 

Note: Although the module is called File Tracking, we refer to it as File Room.

 

  1. You can navigate either by clicking the File Tracking icon on the side navigation bar.

       OR

  1. Clicking icons from the Desktop page of the File Tracking module on the main screen.

 

File Tracking Desktop.png

Figure: File Room Center

 

The File Room module desktop contains the following functions.

Function

Description

Quick Process

Allows users to scan a barcode file number, or input the file number for quick check-in or check-out.

Check-Out

Allows users to check files out.

Check-In

Allows users to check files in.

Add Files

Adds files to the Active File List for tracking of check-ins and check-outs.

File List

Shows a list of all active files available for tracking of check-in and check-out.

Manifest

Manual manifest for closing files as delivered.

Archived List

Shows a list of files that were once active, but are now archived and unavailable for check-out.

Move Location

Allows users to assign files from one location to another.

Archive

Scan or input file number for file archive.

Reports

Run reports for the module.

Help

The help sections transfers you to the File Room section of the iOffice Customer Portal.

 

 

Related Topics

File Room Home

Quick Process

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