Records Management & File Tracking
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An Introduction to Records Management 

File Tracking or Records Management is used for the storage, tracking and retrieval of original documents, files and archive boxes, and optionally scanned documents (in TIF or PDF format) and electronic documents such as Word documents, Excel spreadsheets and Outlook e-mails.

Records management addresses the life cycle of records, i.e., the period of time that records are in the custody of the organisation. The life cycle usually consists of three stages:

  • Creation or receipt

  • Maintenance and use

  • Disposition  


Definition of Records

The International Standard on Records Management defines a record as:

“Information created, received, and maintained as evidence and information by an organisation or person in pursuance of legal obligations or in the transaction of business.”

The important characteristic of a record is that it provides evidence or proof of a specific business activity. The definition of a record is not restricted by physical format or storage medium and can include records on paper, single digital files (such as word processed documents, spreadsheets, scanned documents, e-mails, web pages etc.) and records created and managed in structured database systems.

 

PaperChase File Tracking & Records Management

PaperChase Records Management is the barcode or RFID driven records management/file tracking system for the storage, tracking and retrieval of original documents, files and archive boxes, and with the PaperChase Imaging option scanned documents may also be stored, retrieved and displayed on screen. Alliance PaperChase is Intranet and Internet compatible.

Using barcode or RFID technology, Alliance is designed to identify and track any item such as client files, incoming mail, internal documents, forms, drawings and archived material. 
Each file, box and shelf location has a barcode attached and files are tracked within the system using barcode scanners.

Typically all employees could have a view-only version of PaperChase (allowing enquiries and File ordering) whilst Records Management department users would have a full version (allowing File creation, movement, boxing , archiving etc.).
Users can request delivery of Files (from on-site or 3rd party storage) for delivery to their desks.


Departmental or Enterprise-wide Records-Management

Alliance PaperChase is very scaleable from say 10-20 users up to several thousand.
The largest user in the UK has 15,000 user licences with 3.5 million Files on a single database.

The database PaperChase uses can be SQL Server or Oracle (or for a small system, Access).

Alliance PaperChase is developed in the UK and can be modified to user requirements.

Pricing depends upon the options taken and the numbers of users.

 

See more details about the Alliance PaperChase-records-management system

 

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For a record management or record keeping system, consult the records management experts - Alliance for records management, document management, file tracking and imaging.
For a document management system, consult the document management experts - Alliance for document management & records management and document imaging.
For a document imaging or document scanning system, consult the imaging experts - Alliance for document imaging, document scanners & records management.
Our products include Alliance PaperChase records management, the Paperchase correspondence management add-in, Alliance Imager, and Alliance Batchscan document scanning. Alliance Imager and Alliance Paperchase are our document-management and barcode records-management software.

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