This is a report which shows all the file requests and dispatches, users who made requests and the person the files are dispatched to.

 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 sub module link

 

 

4. Click on “File Movement & Tracking Report” option

Click on File Movement & Tracking Report option

 

5. Fill in all the details in the pop out File Movement & Tracking form accordingly

I.e. Report type (file requests or Dispatches), requested from/ dispatched to depending on the report type selected and the date. Once done click on the View Report button to access the report

Fill in all the details in the pop out File Movement & Tracking form accordingly

 

6. Below is an example of a report of all the file dispatches which shows the date, client, status etc. The print option at the bottom page should you need a print out of the same

Below is an example  of a report of all the file dispatches which shows the date, client ,status etc

7. Below is an example of a report containing all the File Requests i.e. It has the date, client, status etc

The print option which allows you get a print out of the same

Below is an example of a report containing all the File Requests i.e. It has the date, client, status etc

This workflow was created with Tango.