Adding a Filing Task

Adding a filing task is one of the steps of archiving reports into the Monarch Server system. (See Archiving Reports for a list of steps you need to perform before you add a filing task.)

To add a filing task

To add a filing task

  1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Filing Tasks.

  2. Click clip0002 to display the Filing Task page.

  3. Fill in the boxes of the page and click Save.
    The system saves the new filing task to the database and displays the updated Filing Tasks page, if the operation is completed successfully.

 

The Filing Task page contains the following items:

General Options

Location

Select the location type from the following options: Physical Location, Virtual Location.

If you select the Physical Location type provide the following information:

NOTE: If the required server is not on the list, refer to Locations Management topic to add a new location.

If you select the Virtual Location type provide the following information:

NOTES:

Document Groups

Converter Type

AddFilingTask5

Processing Type

File processing during filing

File processing after filing

Select one of the options listed below, which describe actions for processing files after filing. Files may be saved, deleted or moved to other directory.

NOTES:

0k files processing before filing

Select one of the options listed below, which describe actions for processing input files with zero size before filing. Files may be deleted or moved to other directory.

NOTE: When specifying folder, you may use the naming macros to name the destination folder. To do this, click the Insert Macro icon  naming macros.zoom80 and select the naming macros from the drop-down list.

File Storage Options

Other Processing Options

NOTE: You can also block reports via the Report Instances tab.

Redaction

Redaction settings are available only if a redaction license is enabled in MS.

 

NOTE: Identical reports may only be filed once. Reports with the same attributes (file name, file date, and file size) as a previous report will not be filed for the same Document Type.