brief understanding document. - docpro dms€¦ · 2 chrome infosoft solutions pvt. ltd. 1....

Record Management System

- Brief Understanding Document.

1 DocPro RMS Features

1 Chrome Infosoft Solutions Pvt. Ltd.

Table of Contents Table of Contents........................................................................................................................................................... 1 Revision History .......................................................................................................... Error! Bookmark not defined. 1. Introduction ............................................................................................................................................................ 2 2. Chrome DocPro RMS Features .............................................................................................................................. 3 3. Administration Module .......................................................................................................................................... 4 4. Master Management ............................................................................................................................................... 8 5. Operations Management ....................................................................................................................................... 12 6. Reports ................................................................................................................................................................. 23



1. Introduction

An organization's records preserve aspects of institutional memory. In determining how

long to retain records, their capacity for re-use is important. it's an expensive affair to keep

physical documents as you not only have to maintain all the files individually, but also

should rent a storage space and hire a professional to keep an eye on those. DocPro records

management system helps keep all the documents in a central repository.

The activities in record management includes systematic and efficient control of the

creation, maintenance, and destruction of the records along with the business transactions

associated with them. Considered a key component of operational efficiency, record

management adds more value to organization’s information assets.

Benefits of DocPro - Records Management System:

Elimination of redundant data.

Increase of productivity and accountability in the organization.

Litigation risks are minimized using records management.

Vital information can be well protected and secure using record management.

By providing easy and better access to relevant records, it helps in better governance

and corporate decision-making.



2. Chrome DocPro RMS Features

Chrome DocPro RMS has the following modules:

1. Administration Module: Web application which will be used for Administration, User Creation, Settings and Admin Reports.

2. Master Management: Master records creation and Management. Masters – Accounts, Objects, Actions and Locations.

3. Operations Module: Item creation, Search and Tracking, Item movement, Work-order creation, Fulfillment, Tracking and Operations Reports.

4. Reports Module: Various reports for Operations

Dashboard



3. Administration Module

The authorized users can do the following using the administration module:

1. Create Roles 2. Create Users 3. Assign Roles to Users 4. Settings: Application configuration settings. 5. Reports: User access reports. Log Reports.

Some of the screens in the Administration Module are shown below: Role- Search



Role – Add

Set Role Permissions



User – Search

User - Add



Settings

Purge Data



4. Master Management

The authorized users can do the following using the master management module:

1. Create and Manage Accounts 2. Create and Manage Objects 3. Create and Manage Actions 4. Create and Manage Locations

Some of the screens in the Master Management module are shown below:

Account Search



Account – Add

Object – Search



Object – Add

Action- Search



Location – Search

Location – Add



5. Operations Management

The authorized users can do the following using the operations management module:

1. Add and manage Items 2. Track Items 3. Add/Move Containers from Location 4. Add/Move Items from Container 5. Data Import – For bulk import of data instead of one-by-one data entry 6. Work Orders

a. Create Work Order request b. Search Work Orders c. Pick Validate d. Delivery Update e. Destroy Update

Some of the screens in the Operations Management module are shown below:



Add Item

Search Items



Track Item

Location – Add Object



Location – Move Object

Release Location



Container – Add Item

Move Items between container



Release Container

Data Import- Items



Data Import- Item Movement Details

Import- Object Movement Details



Import- Refiling Details



WorkOrder

Search Work Order

Create Work Order



Work Order – Pick Validate

Work Order – Delivery Update



Destroy Update

Work Order- Other Services.



6. Reports

The authorized users can access the following reports using the Reports module: 1. Item Activity Report

2. Item Status Report



3. Pick List

4. Work Order Print



5. Retrieval Vs Delivery Report

6. SOR Report



Chrome Infosoft Solutions Pvt Ltd.

SabnamHouse,

A15/16, Central Cross Road B, MIDC,

Andheri East, Mumbai-400093

Email: [email protected]

Tel: 022-66711338, 022-65232482

Website: www.chromeinfosoft.com

mailto:[email protected]

brief understanding document. - docpro dms€¦ · 2 chrome infosoft solutions pvt. ltd. 1....

Documents