The Records Management application was developed for the Warren County New York Social
Services Department. The application is used internally by a group of case workers.

Users login to the application using a secure sign-in screen.
Every time a case is opened in the Social Services Department, a series of paper files
are created and maintained. This application allows users to search using various criteria
to locate a case and its underlying records and to find the corresponding box number that is
used by our Records Center to store the files.

The application processes several types of workflow using the main Batch Process screen.
The web-based application was written to replace an existing FoxPro 2.6 application. Prior
to creating this application, users would call the Social Services Resources Department and
request a file. The Resources Unit would then find the mapping in the old FoxPro application
and send an email to the Records Center to request that record be delivered to the Resources
Unit and ultimately to the Case Worker who requested the file. Now users (up to 65 of them)
access the Records Management application and search for the files themselves, eliminating the
call to the Resources Unit. Once the file is located, the worker clicks a button to initiate a
request for that file. The act of requesting a file automatically triggers an email to the Resources
Unit to alert them of the new request. Then the Resources Unit logs in to the Records Management application
and retrieves the request.

A Case Worker can open a report by clicking on the hyperlinked titles listed on the Reports screen.
Rewriting this application as a web-based Iron Speed Designer application gave us a great
opportunity to streamline this process and develop a workflow application. One piece is a
custom designed workflow screen with seven levels of status (workflow) on a document request:
Requested
Reviewed
Sent to Records
Ready to be picked up
Picked up
Returned to Resources
Returned to Records Center

Users can review records in various states using the Batch Processing workflow screen.
Each status has a custom screen that filters records for that particular status and allows
moving individual records or a group of records from the current status to another status.
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