This report which shows where different client files are currently located.

Steps:

 

1. Log into the system

Log into the system

 

 

 

 

 

 

 

 

 

 

2. Go to “File Management” module

Go to File Management module

 

3. Click on “File Movement & Tracking” sub module

Click on File Movement & Tracking link

 

 

 

4. Click on “File Location Report” link

Click on File Location Report option

 

 

5. A File Location Form will pop out

Fill in all the details as shown in the example below i.e Select the client, file, located with/at. Once done click on the View Report button to access the report

A File Location Form will pop out

 

6. Below is an example of the File Movement Report

This show the date and location, print option when you need a print out of the same

Below is a display of the File Movement Report