The Paper File Delivery screen provides a list of paper files to be delivered to a selected location. Use it to record the transmission or delivery of paper files between locations in your caseload.
For institutional work: select Institution Paper File Tracking Deliver Files to access this screen from the Main Menu
For community work, select Community Paper File Tracking Deliver Files from the Main Menu.
In the Files Transferred to Location field, click the List of Values, then select the location the files are being delivered to; mandatory.
Query to display all undelivered files for the selected location in the Files Requiring Delivery block.
To add an individual paper file to the next delivery to the selected location, click the Include In Next Delivery flag for that line item.
Click Save. This builds an ongoing list of files that will be included in the next delivery of files to the selected location.
Click the Record Transmission/Delivery button. The Details block fills with your name (the User ID currently logged on), the current Date/Time.
Complete the following fields:
Sent (if different): Enter the delivery time using a HH:MM format. Enter the delivery date using a MM\DD\YYYY format.
Delivery Method: enter the method of delivery; mandatory.
Click Save. A message appears stating the number of files being submitted for delivery and the delivery receipt number being generated by the system.
Click OK. The system automatically generates a report listing the files selected and including the receipt number. Once the report has been sent to the printer, the selected files disappear from the Files Requiring Delivery block.
File the report for future reference.