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Chapter 5- Files ....................................................................................................................... 32
Locate files..................................................................................................................................... 32
File Information Screen ................................................................................................................. 34
Add a file........................................................................................................................................ 34
Edit a file ........................................................................................................................................ 34
Delete a File................................................................................................................................... 35
Check File Out ............................................................................................................................... 35
Check File In.................................................................................................................................. 35
Destroy Files.................................................................................................................................. 35
Recall destroyed files .................................................................................................................... 36
Field Explanations ......................................................................................................................... 36
Definitions ...................................................................................................................................... 38
Chapter 6- Reports and Labels .............................................................................................. 39
Reports are accessed by clicking the Reports tab from the main tabs page. ...................... 39
General conventions...................................................................................................................... 39
Fancy Format................................................................................................................................. 39
List Format..................................................................................................................................... 40
File Report Menu ........................................................................................................................... 41
File Report ..................................................................................................................................... 42
Files Checked Out Report ............................................................................................................. 42
Files Eligible for Destruction .......................................................................................................... 42
File History Report ......................................................................................................................... 43
Box Report Menu........................................................................................................................... 43
Box Report..................................................................................................................................... 44
Boxes Checked out Report............................................................................................................ 44
Boxes Eligible for Destruction Report............................................................................................ 44
Box History Report ........................................................................................................................ 45
Boxes Destroyed Report ............................................................................................................... 46
Labels ............................................................................................................................................ 46
File Labels ..................................................................................................................................... 46
Standard File Label............................................................................................................... 46
Expanded File Label ............................................................................................................. 47
Supplemental File Label ....................................................................................................... 47
Standard File Label............................................................................................................... 49
Expanded File Label ............................................................................................................. 50
Supplemental File Label ....................................................................................................... 51
Box Labels ..................................................................................................................................... 51
Other Reports ................................................................................................................................ 55
Box and file counts ........................................................................................................................ 55
Box and file pull list ........................................................................................................................ 55
Retention reports ........................................................................................................................... 56
Chapter 7 – Activity Tracking................................................................................................. 57
Activity Codes ................................................................................................................................ 57
Manage Activity ............................................................................................................................. 58
Field Explanations ......................................................................................................................... 59
Print Activity Reports ..................................................................................................................... 60
Field Options.................................................................................................................................. 60
Chapter 8 – Quick In and Out................................................................................................. 62
Quick Boxes Out............................................................................................................................ 62
Quick Boxes In............................................................................................................................... 63
Quick Files Out .............................................................................................................................. 63
Quick Files In ................................................................................................................................. 64
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