Forms

This Forms section introduces you to the features of the many screens you see in the Records Management system.

  • Classes:  The Classifications form contains details of all of the classifications under which each file can be categorized.
  • Files:   The Files Inquiry screen shows all the records in the Files table.
  • Bin Locations:  The locations pull down list is populated with data from this form.  There is also a Change Bins button if you need to combine two bins into one name.
  • Change Passwords:  This form lets you change user passwords as long as you know their current password.
  • Restore:  Instead of using the Destroyed Files form to restore a single file at a time, you can use this form to restore a batch of them at once.
  • Media Types:  The list of media types can be edited here.  As well, there is a Change Types button in the bottom left corner of this form that allows you to amalgamate media types to clean up old data if need be.
  • Codes:  Any codes in the system, like the Legal Description Descriptors, can be edited here.
  • File Search:  The Search Files form lets you both to search, sort and filter the file and classification data as well print the search results.
  • Destroy:  The Destruction Report menu option gives access to a set of forms that provide access to the file destruction process.
  • Destroyed:  This form simply shows the files that have have a status of destroyed.
  • Box Maintenance:  When you need to change the Aisle - Bay - Shelf data for several files, this form makes the task easier.
  • Change Rolls:  When the Municipal Property Assessment Corporation (MPAC) deletes a roll or sub roll, the Records Management system will have to deal with the change, so the annual SAS Roll Update in the Municipal Manager system can go though.

 

 

[Help] [Forms] [Reports] [Site Map]
[Classes] [Files] [Search] [Destroy] [Destroyed] [Restore]