Requesting retrieval through the system

McFile offers complete resources for managing physical collections, allowing the movement of boxes, folders and documents to be controlled with precision. Through a dedicated workflow, it is possible to organize the retrieval of registers from the archive and ensure the traceability of all physical material.

Retrieval Request

The retrieval process is initiated directly through the search tool, where items are identified and forwarded to the request workflow.

1. Locate the desired item using McFile's search.

2. Check the selection box next to the item you wish to retrieve.

3. Click the Request button.

4. In the workflow form, verify the automatically filled information and adjust the Request Type field to the "Retrieval" option.

5. Confirm the submission by clicking Request, located in the top right corner of the page.

If the demand is high priority, change the Urgency field to "Yes".

Upon completion, system managers receive a notification containing a direct link to the workflow, where they can analyze and authorize the request.

The retrieval workflow can also be accessed directly through the navigation menu. To do this, go to Input (+) > Archive Tasks > Folder/Image Request.

Consulting Request History

McFile maintains a permanent record of all requests performed, facilitating audits.

To view previous requests, open the form for the desired box or folder. The detailed history with all requests linked to the item is listed in the quick access side menu, under the Loans option.