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