Slide
Barcoding speeds and increases the accuracy of records management operations

File # 142001
Personnel
Active

Slide
Barcoding speeds and increases the accuracy of records management functions

File # 142001
Personnel
Active

Barcode File Tracking: Accuracy in Records Management Operations

We bring extensive barcode records management experience from a wide array of
industries and applications, including barcode file tracking.

The best predictor of future success is prior performance

Are you having challenges with your records management, filing systems or archives?

FILETRACKERIoT IS THE SOLUTION!

Computerized records management software

  • Import or enter data about documents, files, archives and personnel.
  • Establish parent-child relationships between documents, files and archives.
  • Place barcode labels on each file and archive.
  • Utilize USB and mobile barcode scanners to manage active and archived records.
Barcode file tracking
Barcode file tracking

Computerized records management software

  • Import or enter data about documents, files, archives and personnel.
  • Establish parent-child relationships between documents, files and archives.
  • Place barcode labels on each file and archive.
  • Utilize USB and mobile barcode scanners to manage active and archived records.
Barcode File Tracking

Barcode labeling of folders and archives

  • Utilize sequential barcodes from rolls or print labels from roll or sheet printers with customized text and/or color-coding.
  • Place barcode labels on folder top, side and/or front, onto sub-folders and on archives to automate records management functions.
  • Unlimited label design options to optimize filing systems and the use of folders and archives by staff.
  • Scan box and folder barcodes to automate transfer of inactive records to archives.
  • Maintain file and archive inventories with mobile barcode scanner.
Barcode File Tracking

Barcode labeling of folders and archives

  • Utilize sequential barcodes from rolls or print labels from roll or sheet printers with customized text and/or color-coding.
  • Place barcode labels on folder top, side and/or front, onto sub-folders and on archives to automate records management functions.
  • Unlimited label design options to optimize filing systems and the use of folders and archives by staff.
  • Scan box and folder barcodes to automate transfer of inactive records to archives
    Maintain file and archive inventories with mobile bar code scanner.

Automate file tracking using barcode file tracking technology.

Color-coded barcode file tracking systems

  • Color-coding of files makes file pulls and refiles much faster through visual versus cognitive filing operations.
  • Unique colors are assigned to each alpha character A – Z and digit 0 – 9, and display on file folder label based on the type of filing system being utilized for alphabetic or numeric filing.

  • Misfiles are prevented because colors clash and misfiles that do occur are immediately visible.
  • When files are pulled or being returned, barcoding automates file tracking and records management functions.
Barcode File Tracking

Color-coded barcode file tracking systems

Barcode File Tracking
  • Color-coding of files makes file pulls and refiles much faster through visual versus cognitive filing operations.
  • Unique colors are assigned to each alpha character A – Z and digit 0 -9, and display on file folder label based on the type of filing system being utilized for alphabetic or numeric filing.

  • Misfiles are prevented because colors clash and misfiles that do occur are immediately visible.
  • When files are pulled or being returned, barcoding automates file tracking and records management functions.
Barcode File Tracking

Check-Out and Check-In

  • Scan folder barcode and then either scan destination (transfer-to) barcode or select destination from drop-down list.
  • Enables batch check-in and check-out of many records to one or many destinations as a single transaction.
  • All transfers update file locations in database and create audit trail records for chain-of-custody.
Barcode File Tracking

Check-Out and Check-In

  • Scan folder barcode and then either scan destination (transfer-to) barcode or select destination from drop-down list.
  • Enables batch check-in and check-out of many records to one or many destinations. as a single transaction.
  • All transfers update file locations in database and create audit trail records for chain-of-custody.

Digitize and automate archives tracking with barcoding

Transferring files to archives

  • Scan archive box or binder barcode and then the barcode on each folder going into the archive.
  • Updates FileTrackerIoT folder records with box # and updates box data with folders-in-the-box.
  • File folders are automatically tracked as dependent children records of the box, until and unless a file is removed from an archive and is managed individually until returned to an archive.
Barcode File Tracking

Transferring files to archives

Barcode File Tracking
  • Scan archive box or binder barcode and then the barcode on each folder going into the archive.
  • Updates FileTrackerIoT folder records with box # and updates box data with folders-in-the-box.
  • File folders are automatically tracked as dependent children records of the box, until and unless a file is removed from an archive and is managed individually until returned to an archive.
Barcode File Tracking

Tracking and managing archives

  • Place barcode Location labels on each shelf or shelf sub-location (shelf position).
  • Scan shelf location barcode and box barcode which updates FileTrackerIoT software with the exact location of each archive box or binder.
  • FileTrackerIoT keeps track of when archives are due for destruction based on legal retention guidelines. 
Barcode File Tracking

Tracking and managing archives

  • Place barcode Location labels on each shelf or shelf sub-location (shelf position).
  • Scan shelf location barcode and box barcode which updates FileTrackerIoT software with the exact location of each archive box or binder.
  • FileTrackerIoT keeps track of when archives are due for destruction based on legal retention guidelines.

Trace and inventory folios, files and archives

  • Place barcode Location labels on office door frames or on any surface at any work area where files are located.

  • Scan Location label and folder, folio or archive label(s) with mobile barcode scanner when being delivered.
  • Scan Location label and then each folder or archive at each Location with mobile barcode scanner to update the database with current file, folio and archive locations.
Barcode File Tracking
Barcode File Tracking

Trace and inventory folios, files and archives

  • Place barcode Location labels on office door frames or on any surface at any work area where files are located.

  • Scan Location label and folder, folio or archive label(s) with mobile barcode scanner when being delivered.
  • Scan Location label and then each folder or archive at each Location with mobile barcode scanner to update the database with current file, folio and archive locations.
Barcode File Tracking

Track Correspondence and Documents

  • FileTrackerIoT includes optional document/folio software template to capture data about documents.
  • Tracks date received, date marked, days-taken-to-mark, action required (Y/N), action assigned-to, date assigned, date completed and days-taken-to-complete action.
  • Documents can be digitized to establish electronic records.
Barcode File Tracking

Track Correspondence and Documents

  • FileTrackerIoT includes optional document/folio software template to capture data about documents.
  • Tracks date received, date marked, days-taken-to-mark, action required (Y/N), action assigned-to, date assigned, date completed and days-taken-to-complete action.
  • Documents can be digitized to establish electronic records.
Slide 1

Project included physical audit of all documents, files and boxes at all sites, sorting of documents based on contract # and centralizing the documents within unitized, side tab folders with color-coding of the digits of the contract #. Also labeled folders with RFID tags and implemented mobile RFID scanner to enable rapid file inventories and for finding needed/missing files.

National Oceanic & Atmospheric Administration
Slide 2
U.A.E. MOI Department of Civil Defense

The Department of Civil Defense is a 2-story building in Dubai with two (2) ground floor entrance/exits and hallway wings to the left and right of the elevator and stairwell in the building’s center. Project included placement of RFID labels on personnel folders to enable quick check-in and check-out, and to trace and find files throughout the facility. Installed twelve (12) RFID file detection zones along hallways on both floors. Installed RFID antennas and alarms at building exits to prevent unauthorized file removals.

Slide 2
Johns Hopkins Medical Center

Implemented file management and tracking software with color-coding of patient records based on the first three (3) letters of the patient’s last name for visual filing and to prevent misfiles. Folder labels also include barcodes enabling fast, accurate check-in and check-out and to inventory files-in-circulation each morning. System prints file location reports posted on bulletin board so staff know where files are located.

Slide 2
Canada Supreme Court

Often when cases are in active hearings, new documents will be received by the Court for folders that are already in-circulation. System provides document/folio labels for these ‘hot documents’ that are placed on reusable index cards and clipped to the folio/document so the documents can be tracked until the folder is located for the placement of the documents. Implemented RFID/mobile scanner so that files can be traced throughout facilities and missing/needed files and documents can be quickly located.

Slide 2
Botswana Ministry of Infrastructure and Housing

Converted documents from thin paper file jackets with string fastener to sturdy manila side view folders with special fasteners that enable removing of documents without having to unthread and rethread other documents. Placed RFID, color-coded labels on files for visual filing. Implemented mobile scanner to trace files daily and find needed files. Installed twenty (20) RFID detections zones along hallways and at file room doorways for real-time file tracking.

Slide 2
BankUnited

BankUnited had a self-developed file tracking database that was failing and at was at urgent risk of complete failure. Project was fast-track 3-week duration that included customized loan management database, export of data from old database to new database, and integration with the bank’s core processing systems for import of new loan records. Implemented color-coding based on Loan # and mobile RFID scanner to inventory and find files.

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Slide 1
National Oceanic & Atmospheric Administration
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U.A.E. MOI Department of Civil Defense
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John Hopkins Medical Center
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Canada Supreme Court
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Botswana Ministry of Infrastructure and Housing
Slide 2
BankUnited
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