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File List

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

File List

The File List shows all active files in the system and their current status. This function is available only to operations employees.

 

There are two ways to access the File List function:

  1. Click the File List link at the File Room Module side navigation bar.

  2. Click the File List icon from the Desktop page of the File Tracking module on the main screen.

 

The File List screen opens.

  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 in the Current Status column.

  4. There are three buttons under the Actions column:

    • To reprint the barcode file label, click Reprint.

    • To view a history of the file, click History. (See below for a sample.)

    • To edit the file information, click Edit. (See below for a sample.)

  5. To archive a file, select the box to the left of the file number.

  6. Click the Archive Selected button.

 

Figure: File List

File History

This is a sample of the File History page. 

 

Sample File History.png

Figure: Sample File History

Edit File

This is a sample of the Edit File page.

  1. Edit data as necessary. Fields with a bold title are required.

  2. Modify the file location, either by entering the Location Code or selecting from an established location in the drop-down menu.

  3. To save changes, click the Save & Close button.

 

Figure: Edit File

 

 

Related Topics

File Room Home

Manifest

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