File Room Management

Inventory, manage and track

 

File Room Management

Inventory, manage and track

File room management software can help you organise, manage and digitise your paper and other physical records with ease. If you manage a records store or warehouse, the system can improve efficiency for you and your staff by organising your boxes/files/containers and making them easy to govern, locate and retrieve.

  • TranSearch® is full warehouse management software, including order processing and storage management. It handles linear and/or random storage and the management of multiple storage areas ranging from simple storage shelves through roller racking and on to fully managed warehouses. It provides for efficiently handling Picking, Deliveries, Collections, Put-away, Service Requests and much more.

  • The system allocates Box Reference Numbers; barcodes are allocated to both boxes and files. There is easy reallocation of one or more files from one box to another and reallocation of boxes from one department to another. The system also allows the user to easily create relationships between files / volumes.

  • 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®.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.