The document outlines the objectives and features of a file management system, which includes tracking the location of files, maintaining user access records, and managing file purging requests. Key functionalities for users include creating and exporting requests, checking out files, and maintaining accurate records of destroyed files. The document provides detailed information on the required data for purging files and creating boxes for storage.

1. IT Dep artment

2. OUTLINE
Objective
Features
Demo
2
2

3. 3
OBJECTIVE
3

4. 4
4
Boxes
Maintain count and traction
for location of files in boxes.
Features
Files Users Requests
Maintain accurate record of
destroyed files.
Manage users who have
access to the system.
Solicit files needed for clients
and inspection.

5. Create
5
Location
Purge Type
• Only create Files for Purging
• File Information must contain:
• First & Last Name, Last Four of SSN
• Purge Type & Date
• Box
• Location
• Notes
• Where the File is Located
• On Site | Warehouse | Unknown
• How Client left HCV Program
• EOP | Denial/Withdrawal |Port Out

6. Create
6
Location
Info
• Only create Boxes for Purging
• Box Information must contain:
• Box Number
• Year
• Anticipated Delivery Date to
Warehouse
• Location
• Update Box Information
• View Files in Boxes
• Where the Box is Located
• On Site | Warehouse | Unknown

7. File Room Clerk
7
Housing Specialist
Admin
Project Specialist
• View Requests from all Users
• Export Requests to Excel
• Create a Request
• Check Out, Request Pick Up and Check
In for Requests
• Create Files to be Purge
• Create Boxes for Files that will be Purged
• Create a Request
• Check Out, Request Pick Up and Check In for
Requests
• All Aforementioned Features
• Create & Edit User

8. Create
8
Request Pick Up
Check In
Check Out
• Indication that the user has received the
File
• Create a Request for a File
• Client First & Last name | Last Four
of SSN
• Indication the user has given the File
to Clerk
• Indication to File Clerk for Pick Up

9. 9
Demo
7

10. THANK YOU
SUBTITLE GOES HERE
10
Thank You