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Location: Execution  Transfer form - Issue Current
Prerequisite:
▪Document (SE Document)
Overview:
At this menu, transfer forms of documents that will be archived in current step are issued. To do so, in the category of the registered document, the Archive control should be enabled and the associated record retention schedule should have the Current step duly configured. In this record retention schedule the user should also determine the deadline that the responsible users will have, to issue the transfer form.
Specific buttons:
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Click on this button to issue a current transfer form. It is possible to select more than one document in the list of records and issue them in the same transfer form, provided they have the same record retention schedule with the same revision associated with its category. Such information can be viewed through the "Record retention schedule" and "Revision" columns on the list of records. See how to issue a form in the Current form issuance section.
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Click on this button to view the data screen of the document associated with the transfer form selected in the list of records. It will not be available if more than one document is selected in the list of records.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.
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If, in the General parameters menu  Physical file tab, the "Automatically send document to the archiving task after saving it in the system" option is checked and the recorded document is being sent to the first archiving step, the transfer form of this step will NOT be issued, that is, the document will continue directly to Current archiving.
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▪If the "Enable user's department to issue transfer form" option is checked in the general parameters, the transfer form can be issued by any user who belongs to the same department of the user who registered the document. ▪Use the "Search fields" to easily retrieve records based on specific information. |
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