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Product Features |
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General Capabilities |
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Manages both physical and electronic records |
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Performs records scheduling, both simple and complex, with instant updating |
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Controls record ownership through user-defined organizational trees |
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Supports multiple levels of classifications and complex record structures |
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Enables records retention schedule development |
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Operates by department or for entire organization |
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Includes an integrated legal research system with federal and state citations |
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Schedules records for physical destruction and electronic deletion |
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Supports maintenance of vital records |
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Manages media retention for micrographics, disks, tapes, and other media types |
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Contains a comprehensive security system for application functions and data content |
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Supports direct-interface and portable barcoding (BARCODING PRODUCTS) |
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Reporting System |
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Includes an integrated reporting system |
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Creates standard and unlimited user-defined reports |
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Allows for on-line reporting of checkout history and pending activities |
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Creates statistical reports, using graphs and charts |
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Supports print queuing, previewing, and selective page printing |
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Allows report e-mailing and exporting to file |
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File, Box & Container Management |
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Tracks documents, files, and boxes |
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Manages the active and inactive life-cycle of records |
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Creates unlimited label templates, complete with barcodes |
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Generates annual files |
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Allocates space in a record center |
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Displays graphical representation of shelf space and container contents |
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Maintains audit control when using commercial records centers |
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Allows boxes to be assigned storage location in advance or when placed on the shelves |
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Tracks containers in transit as well as in storage |
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Manages destruction of records |
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Field Information |
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Includes unlimited, full-text, searchable description fields |
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Contains standard and user-defined fields and tables |
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Supports multiple user profiles, including customizable field labels |
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Minimizes data entry with efficient screen design |
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Validates data and utilizes repeating fields |
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Allows global changes & modifications |
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Retrieves data |
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Searching Capabilities |
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Supports keyword, full-text, phrase, Boolean (and, or, not, like), wild card (leading, imbedded, and trailing),
and proximity searches |
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Searches multiple fields or user-defined ranges of data |
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View retrieved records on screen |
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Sorts and prints retrieved records |
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Saves retrieved results for further data manipulation |
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Records Request Handling |
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Maintains reservation-processing, including wait lists |
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Contains checkout manager and automated barcode processing |
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Supports on-line searches and requests |
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Reports on circulation activity, including overdue notification |
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Chargeback System |
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Schedules costs, using user-defined accounts |
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Charges all transactions, automatically, including storage |
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Generates invoices and exports to other systems |
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Optional Features |
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Manages electronic documents, including email (ERMS) |
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Maintains and applies retention policies to images (Imaging Module) |
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Enables remote office to search, request, and view records, using their Web browser (Web Module) |
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Imports data from any electronic table (Versatile Import) |
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