IBM Enterprise Records, Version 5.1.2    

Scanning a physical entity

If you want to use the Scan Physical Items feature, ensure that the Attachment tracking feature is enabled using the Process Configuration Console on the Content Platform Engine. Only a records administrator can enable or disable this feature.

About this task

To change the setting, right-click the router in Process Configuration Console and select Properties. Click the Region Configuration tab and then select or clear the Enable Attachment Tracking check box. For more information, see the Content Platform Engine Help.

Before charging out or reserving a physical entity, you can check its status to see whether another user already charged out the entity. This action requires that the physical record or container has a barcode as one of its properties. You can also use this option to see what physical items are in a particular location, provided the location has either a barcode or a description. The barcode can be any text string found in the barcode property of an entity. It does not need to be in any particular barcode format.

It is possible that other users are in queue for an entity. If the entity is a container that is currently charged out, you can enter its barcode. When you see the container in the results, open the container to see its list of workflows. With appropriate permissions, you can view the work item from this list.

Procedure

To scan a physical item:

  1. Select the Physical tab.
  2. Click Scan Physical Items: Scan Physical Items icon
  3. Enter filter criteria and click Go.
    Option Description
    Barcode Enter the barcode of a physical record. You can either type it or place the cursor in the Barcode field and then activate a scanner to enter the code.
    Attention: Use Crystal Reports to create and print the bar code onto a label. Then affix the label to the item and use a keyboard wedge scanner to scan the barcode.
    Location Barcode Enter the barcode of the location.
    Location Description Enter any text that you see in the Description field of the location.
  4. Click a container name to see its list of work items. Click a name of a record (inside a location list) to see its list of work items. To view the Information page of the entity, click the Get Info icon.


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Last updated: November 2013
scan_a_physical_entity.htm

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