File room and archive solutions Opus Lite File Tracking

OPUS Lite File Tracking System

The “Not So Lite” Entry Level Tracking System

Based on the feature functionality of OPUS iNET, OPUS Lite is an express version for Records Management . Users find that while OPUS Lite is a downsized version, it’s by far not a ‘lite’ Records and File Tracking System.

OPUS Lite was originally released in 2003 and Version 3 of OPUS Lite was released in January 2013. Many of the new advanced features that were added to the flagship OPUS product were also incorporated into OPUS Lite Version 3, including the ad hoc reporting. Version 3 is available in Ms SQL Server version or the traditional Ms Access database.

Intuitively Easy to Use and Install

OPUS Lite offers a very cost effective solution that can be easily upgraded to a full OPUS iNET solution in the future. This solution is very easy to install and configure out of the box and the installation comes with six pre-configured indexing schemes that include banking, medical, insurance, legal, human resources and box archives. Users can easily modify any of the pre-configured indexing schemes to match their own environment.

OPUS Lite is Windows 7 friendly and utilizes Microsoft Access or Microsoft SQL Server as a database.

Features and Functionality

  • User Configurable— Users can configure any number of indexing data entry screens to track any type of files, boxes, or documents. User definable data entry rules can also be set and fields can be linked to user definable selection tables for consistent data entry.
  • Barcode Label Printing— OPUS Lite comes with its own WYSIWYG file and box label designer which generates any type of black and white label. OPUS Lite also integrates with most of the 3rd party color labels systems on the market today, such as Tab Quik, Colorbar, and Labels Anywhere.
  • Circulation Management—To assure proper control and security, OPUS Lite tracks the movement of all files, boxes and documents utilizing barcode technology. OPUS Lite interfaces with several different types of barcode readers, including Windows CE portable devices.
  • Content History— A complete history of all Item metadata changes is maintained.
  • Archive Center Records Management - In addition to file room management, OPUS Lite has inherited the complete functionality to manage your record center. This includes shelf mapping, space management and scan to shelf tracking.
  • Retention Management— User definable retention schedules can be defined and linked to boxes and files (or any type of item that is tracked). Reports and queries can then be generated to track items that are eligible for destruction.
  • Legal Hold Tracking— An unlimited number of Retention Holds can be tracked.
  • Security— User definable profiles allow for turning on and off security permissions. This prevents the file room user from performing administrative functions or possibly deleting items.
  • Reporting— Users can define as many ad hoc reports has they wish. Each report allows for multiple levels of grouping and any number of detail fields and will run off of any item query. OPUS Lite also includes numerous pre-defined reports for inventory and circulation related reports.

 

For further information please contact us or request an OPUS demo.