In order to transfer a file to another person first ensure that the file has the correct status. If a file has been logged out it can be transferred to other people.
An example of the files search results with a valid file for transfer selected.To select a file to transfer use the square check-box in the "ID#" column. Then use the custom function drop-down box in the toolbar and select the "Transfer" option.
An example of the custom function drop-down.Once the option has been selected a message box will appear, confirm the number of files is correct and using the drop-down box, select the user to transfer the file to. Then press the orange "Transfer" button. If the number of files isn't correct the process can be cancelled with the grey "Cancel" button or the cross in the top right corner of the message box.
An image of the transfer message.Next, a second confirmation message will be displayed this time showing the files being transferred and the current holder of the files. If this is as expected, press the "Ok" button to close the dialogue and transfer the file.
An image of a transfer file confirmation message.
Related Articles
Checking out files
To check out a file, first, navigate to the files page. It should look something like the example shown below. An image of the "Files" page. In order to check out a file, the status must be "Logged in" if a file is marked as "New file" the file must ...
Checking in files
To check in a file, first, navigate to the files page. It should look something like the example shown below. An image of the "Files" page. In order to check in a file, the status must be "Logged Out". Then, using the square checkbox, select the ...
Creating new files
To create a new file first navigate to the "Create a File" page. This can be done two different ways: if a search has already been carried out in the files category, there is a create new record button inside the function menu toolbar which can be ...
Processing Transactions
For location changes started by custom functions such as check-in and check-out to be completed within iTrackIT, the picking process must be completed. To start the picking process a picking list must be printed, and then marked as complete. To ...
Navigation
This article will describe how to navigate iTrackIT, the main screens and different ways to view information relating to records. The main menu On iTrackIT, the navigation menu is located at the top of the page and looks like the image shown ...