Records Management: Environments
FileTrail automates the full records lifecyle, working in a variety of environments to accommodate the needs of different operations.
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Environment |
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Functionality |
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File Room Automation |
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Streamline transactions with bar code or RFID: check-in, check-out, auditing, boxing, shelving, and more.
Simplify creation of new records with validated entry forms, batch label printing, batch creation of storage boxes.
Quickly retrieve and re-file with sort-ordered Pull Lists and Re-File Lists.
Report activity levels and trends over time. |
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Records Center Management |
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Streamline transactions with bar code or RFID: check-in, check-out, auditing, shelving, and more.
Define and print labels for shelves.
Quickly retrieve and re-file with sort-ordered Pull Lists and Re-File Lists.
Locate available capacity to efficiently shelve a quantity of materials.
Pull requested files and boxes efficiently in a single pass.
Report storage and activty by department for charge-back. |
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Storage Vendor Integration |
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Order retrievals from any storage vendor electronically.
Order pickup of staged records from any storage vendor electronically.
Review and override retrieval priorities before ordering to control costs.
Integrate with any number of different vendors and vendor facilities for national or global implementations.
Summarize activity for verification of vendor billing. |
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Departmental Operations |
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Quick and simple creation of storage boxes for infrequent users.
Easy process for boxing records.
Automatic application of retention without requiring user knowledge.
Simple transfer process for active trackin of documents.
Ability to request creation of new records by Records Coordinators.
Easy creation and label printing process.
Administrative Support tools for secretarial staff. |