These functions allow you to track items that are going offsite - ie to a storage location that is physically
separate from your company.
Boxes/Files to send Offsite
This screen allows you to manually send files and boxes offsite. You simply add the items you want to the displayed
list, then send them offsite.
Find Box/File
This screen allows you to locate a file or box using the full search capabilities of
Docsminder, and then to request from the offsite provider that is storing those items, to send them to you.
Requests Pending
This form displays the files and/or boxes that have been booked out from the Boxes and Files to Send Offsite screen.
They are the items that users have requested, and are yet to receive. This screen has a very similar function to the
Boxes and Files to Collect and Receipt screen.
Since this is a request for boxes/files from and external company, we generate a Service Request that we can fax or
email to them to get them to send us the items that we want.
Log Receipt of Box/File
This screen is used to register the fact that items that have been requested from an Offsite Provider via the
Requests Pending/Service Request screen, have been received.
The idea is to select a number of records that represent boxes or files that have come in, then press the Register
Receipt button.
Reassign Service Provider
This screen changes the Offsite Provider of a number of boxes to another Offsite Provider. Generally this screen is
used to moved ALL boxes from one Offsite Provider to another.
Have a look at some screenshots
|
