#Explorer

Explorer provides detailed information about physical content and helps you manage it efficiently. An Update Explorer job starts any time from 10 p.m. to 4 a.m. each day to check the updates on terms/rules applied to a physical record and synchronize the updates to the Explorer page.

#For Records Managers

You can view physical content by Terms or Locations. Select the Legend icon to see the status icons for physical content.

#View by Terms

In the left pane, select the Terms tab to view physical content grouped by term. Reports are displayed in the right pane.

As a records manager, you will see:

• Summary – Displays the number of terms, the number of loan requests, the number of destruction requests, as well as the overdue loan requests.

• Top 5 most used terms – Displays the top 5 most used terms in physical records management.

• Requests – Displays the number of the submitted creation requests and loan requests, including the awaiting approval, approved, and rejected requests.

#View by Locations

In the left pane, select the Locations tab to view physical content by location. Reports are displayed in the right pane.

As a records manager, you will see:

• Summary – Displays the number of locations, the number of loan requests, the number of destruction requests, as well as the number of overdue loan requests.

• Top 5 locations with the most records – Displays the top 5 locations with the most records.

• Requests – Displays the number of the submitted creation requests and loan requests, including the awaiting approval, approved, and rejected requests.

#For End Users

You can view physical content by Terms or Locations. Select the Legend icon to see the status icons for physical content.

#View by Terms

In the left pane, select the Terms tab to view physical content grouped by term. Reports are displayed in the right pane.

As an end user, you will see:

• My records on loan – Displays the number of boxes/folders that are currently loaded out to you, and the number of overdue boxes/folders.

• Requests – Displays the number of creation requests and loan requests that you have submitted, including the awaiting approval, approved, and rejected requests.

#View by Locations

In the left pane, select the Locations tab to view physical content by location. Reports are displayed in the right pane.

As an end user, you will see the following:

• My records on loan – Displays the number of boxes/folders that are currently loaded out to you, and the number of overdue boxes/folders.

• Requests – Displays the number of creation requests and loan requests that you have submitted, including the awaiting approval, approved, and rejected requests.