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Check Out / Check In

Last updated: Thu, 27 Apr 2017 19:07:25 GMT
iOffice Support

Check Out / Check In

The Check Out and Check In functions are accessible to customer end users to request, from their desktop, files for delivery to their desk or for files to be picked up from their desk and returned to the file room. From a service center employee perspective, these two functions are identical except that the terms Check Out and Check In depend on which function you are using.

 

There are two ways to access the Check Out and Check In functions: 

  1. Click the Check Out or Check In link at the File Room Module side navigation bar.

  2. Click the Check Out or Check In icons from the Desktop page of the File Tracking module on the main screen.

 

Figure: Check Out / Check In

 

The Check Out / Check In screen will open.

  1. Search for files. Select a field from the drop-down menu and enter a value to search for. Click the plus or minus icon to add or remove search fields. There are two search types:

    • Multiple File Search – Allows search for multiple files with the same criteria.

    • Filter Search – Allows search for a specific file by multiple criteria if the file name is unknown.

  2. Click the Search button.

  3. A list of files will appear that meet the search criteria. The file status is listed under the Current Status column.

  4. If the file is available for check out or check in per the Current Status, click the box to the left of the file number.

  5. Click the Check Out or Check In button, depending on which function you are performing. 

 

Figure: Files Available for Check In

 

In the next page that loads:  

  1. Enter any relevant notes. 

  2. A list of selected files appears on the right-hand side of the screen. 

  3. Click the Check Out # Files or Check In # Files button depending on which function you are performing. This will put the request into the manifest. 

 

Figure: Check Out / Check In Files

 

 

Related Topics

File Room Home

Signature Capture for File Room Kiosk

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