Introduction

The SCView Box Details page serves as a critical tool for effectively managing box inventories during scanning projects or when archiving files. This detailed guide outlines how to utilize this feature to streamline document management and ensure accurate data handling and storage.


A. Problem Statement

Managing document storage efficiently presents a significant challenge, particularly when dealing with a large volume of boxes or during extensive scanning projects. Users need a reliable method to swiftly locate, edit, and track documents stored within these boxes.


B. Solution

The Box Details page on SCView provides a comprehensive solution for these challenges. By enabling detailed management options, such as filtering system entries, editing box details, and exporting data, SCView enhances overall efficiency and accuracy in document management processes.


Step 1: Enable Requests Feature

- Prerequisite: Ensure that the Requests feature is enabled under the Detail tab of the user within Admin > Users. 

Note: This option is typically available when there is a scanning project pending or files are being stored.


Step 2: Apply Filters

- Navigation: Access the Box Details screen: Tools > Box Details.

- Action: Use the drop-down menus at the top of the Box Details screen to select appropriate filters for the documents you are searching for.

- Apply Filters: Click the Apply button to display the filtered data in the grid below.

- Clear Filters: To remove all selected filters, press the Clear button to reset the search criteria.


Step 3: Open Editor

- Action: Click on the Open Editor button to open a dialog window for entering new box information.

- Information Entry:

  - Enter the barcode provided by Strategic Solutions.

  - Fill out necessary details concerning the document and document type(s) being picked up.

The Document Type field contains default options predefined from the Document Type Manager. The field also accepts free entry. However, these customized inputs will not be saved into the list of options.


- Multiple Entries: If adding multiple boxes, after entering details for a box, the line will save automatically. 


Step 4: Edit Existing Box

- Action: Select the Edit (pencil) icon next to the box you want to modify. This opens a dialog window similar to the Box Detail window but with existing information pre-filled.

- Update Details: Make any necessary updates or changes to the box details within this window.

- Box Contents: May be created, edited, or deleted. Edits are saved automatically.

The Include Used Barcodes checkbox will show all barcodes when checked, but show only unused barcodes when unchecked.


Step 6: Export Box Details

- Action: To export the information displayed in the grid, simply click the Export button. This will prompt the download of the data, typically in a spreadsheet format.


Step 7: Export Box Contents

- Action: To export the information displayed in the Box Contents grid, simply click the Export button inside the Box Detail popup. This will prompt the download of the data, typically in a spreadsheet format.


C. Best Practices

  • Consistent Use of Filters: Apply filters judiciously to manage the visibility of box records, which facilitates quicker searches and better organization.
  • Accurate Data Entry: Always double-check that the barcode and document type details are entered correctly to ensure accurate tracking and retrieval of box contents.


D. Troubleshooting

  • Filters Not Applying: If filters do not seem to take effect, ensure that the Apply button has been clicked. If issues persist, refresh the webpage or clear the browser cache.
  • Editing Issues: If the editing dialog does not pre-fill with the correct box information, verify that you have selected the right box. Ensure that any browser plugin or extension that could interfere is disabled.
  • Export Difficulties: Check if any browser settings or pop-up blockers are preventing the export function. If the problem continues, attempt using a different browser.


E. Related Articles

General: How To Make a Row Selection in SCView 


Conclusion

The SCView Box Details page is an essential feature for anyone involved in managing document storage, particularly in environments with substantial archive volumes or frequent scanning activities. By following the outlined steps and best practices, users can enhance operational efficiency and ensure rigorous management of document archives. As users become more familiar with the Box Details functionality, they will be able to handle document management tasks more quickly and with greater precision.