Records Managers Have Oversight Using the Physical Item Dashboard in FileTrail for SharePoint 4.1

FileTrail has enhanced the Physical Item Dashboard with additional metrics and functionality.  FileTrail’s unique approach makes it automatically adjust to fit the individual user, relying on security settings.  This provides different, but appropriate, sets of metrics and functionality to users in different roles.

  • Records Managers gains oversight of activity and work to be done at an enterprise, national, regional or office level.
  • File Room Managers gain oversight of activity and work to be done in their file room.
  • Records Center Managers gain oversight of activity and work to be done in their file room.
  • File Room Staff are alert to work to be done in their file room, including files to pull and deliver, boxes to order from storage, new files to create and label, overdue items, and more. 
  • Records Center Staff are prompted for work to be done in their facility, including pickups, retrievals, auditing, and more.
  • Records Coordinators gain oversight of requests and activity related to the staff they support.  They may be given access to create, label, search, request, box and archive physical items.
  • Department staff are presented with a summary of their pending requests, items checked out to them.  They may be given access to create, label, search, request, box and archive physical items.