File and Asset Tracking

Track, manage and review

 

File and Asset Tracking

Track, manage and review

 

Finding the information and documents you need has never been easier. Our solutions help you store, find, manage and govern all of your physical files and other assets, as well as associated electronic files, online in one location. For physical items, utilising barcode or RFID technology, we can track and trace their location and use. Accurate recording of all record movements is essential if information is to be located quickly and efficiently, and not get misplaced.

  • The system allows multiple asset types each with their own data structure, screen layouts and label designs. It is ideal for multi-department organisations. Generate custom reports and easily export results. Create emails on any "trigger" event within TranSearch®. Integrate internal systems to pre-populate TranSearch®, reducing the amount of re-keying of data.

  • The system allows for the recording of information about records, ownership, security, location and retention class. Full validation routines are included within the system. Numerous clients have a real-time look up from TranSearch® into their internal systems to pre-populate records thereby reducing the amount of re-keying of data.

  • Tracking using fixed or portable Barcode readers, whether desk to desk, office to office, building to building, user to user, allows movements to be recorded and items traced. TranSearch® is highly flexible in the ability to handle multiple barcode formats for Boxes, Files, Property, Locations and users. Each Asset Type can have its own format. TranSearch® can also handle multiple offsite storage providers’ box barcodes.

  • TranSearch® provides online ordering of deliveries or collections from internal or external storage, with automated order forwarding to third party archives / storage vendors. UK Software are a certified oneilBridge Partner.

  • Consolidate your organisation's physical and electronic records. Access everything via our browser-based system through any suitable device. Associate electronic documents to physical items utilising ADA Digital Store.

  • ADA - the Associated Document Archive module - has been designed for companies wishing to consolidate their physical and electronic items into a single, intuitive system, thereby allowing users easy access to both the physical and electronic information. An electronic workspace is associated with a physical asset, be it a client, project or a single file; this area is used to store electronic records relating to the item.

  • The TranSearch® ‘Digital Dashboard’ enables users to see specific details at a glance. The dashboard shows files at their location, the entries on their ‘favourites list’ and the status of their current file requests. Fully configurable, the ‘Digital Dashboard’ home page becomes the users’ starting point for all of their file management needs.

  • Flexible retention and destruction policies can be applied, with different polices for each data type. Apply retention policies to documents and physical items at the time of creation. Alerts are generated for items due for review. There is automated workflow around the review and destruction authorisation process., with full audit trails recorded. Destruction Authorisation Emails enable the information owner to allow/decline the destruction of the file based upon the outcome of the Review. There is the ability to manage multiple Legal Holds.

  • You can search indexed electronic documents and locate physical items. You can use the ‘Google’ type Quick Search, a metadata search or create advanced free text global searches to instantly locate the item you require. The system allows the building of complex fuzzy searches with AND/OR Boolean operators. Saved searches allow you to quickly locate records or content that’s routinely accessed.

  • Use the system for the generation of management information and compliance reports. TranSearch® has a built-in Report Generator allowing the user to design their own management reports. Filing activity, staff efficiency, stock control or any data contained in the TranSearch® database can easily be retrieved and professionally displayed in tailor made reports. Our developers can also create bespoke reports.

  • Utilising our powerful access control system, set permissions by user, user group, document type or individual document so only the right people see the right files / documents. Manage Access Control through Active Directory/TranSearch® Security groups or Access Control Lists. Access to records can be driven by use of ‘Security Marking’ functionality to limit the number of users with access to specific records.

  • Whether your organisation has 50 employees or 50,000, TranSearch® provides a scalable solution. This is reflected in our customer base, which includes International Accountancy Firms, Police Forces etc. Such Clients may have multiple offices, departments, thousands of users, and typically have hundreds of thousands of files and many thousands of movements a month. One existing installation has in excess of 8 million items tracked by TranSearch®.

  • Improve accountability with detailed permanent history of all activity, recorded in real-time. Full Movement History is logged, from creation to destruction. Metadata change tracking enables all changes to items' metadata to be audited. The system also keeps logs of record access.

  • With the TranSearch® Email Manager option, emails can be configured to be sent on any event in the system. Some examples of these are automated notification of items due for review or destruction, Order Confirmations, Loan Expiry, Leaver E-mails, etc. Content is fully configurable and can include your company's own style sheet and specific e-mail content.