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To begin managing your non electronic records for your organisation using barcode scan actions the following pre-requisites must be performed.
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RecordPoint supports the bar codes that are compliant with SharePoint. For further information see Microsoft TechNet article https://technet.microsoft.com/en-us/library/cc262490.aspx. |
Pre-requisites
- Non Electronic Records must already be configured
- Locations and assignees must be updated
- If external barcodes are being used in place of the RecordPoint generated barcodes then
- The unique barcode for each non electronic record being managed should already exist in RecordPoint.
- To specify a unique barcode value for a record, this can be mapped during an Import process or applied to an existing non electronic record by providing a Barcode Value in Edit or Create mode. (To do this, the barcode value must be enabled on the content type, refer to Non Electronic Custom External Barcodes for more information).
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- Contain Records: Used to associate records to a specific Non Electronic File
- Contain Files: Used to associate files to a specific Non Electronic Box
- Change Home Location: Used to change the home location of a non electronic record
- Change Owner Location: Used to change the owner location of a non electronic record
- Change Assignee: Used to change the assignee of a non electronic record
- Census Assignee: Used to perform a census of content based on an assignee. The results section will show discrepancies if item in the system is not assigned to the specified assignee during the scan.
- Census Home Location: Used to perform a census of content based on a home location. The results section will show discrepancies if item in the system is not assigned to the specified home location during the scan.
- Census Owner Location: Used to perform a census of content based on owner location. The results section will show discrepancies if item in the system is not assigned to the specified owner location during the scan.
- Loan File: This will create a new File Request for the scanned item with the Assignee and Location provided during the scan, and set the Request Status to OnLoan.
- Return File: The Return File action will locate any File Request for the scanned item with a status of On Loan and complete the request.
- Finish: Used to complete a scan process
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