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The form is organized into three sections—transfer details, box details, and file details—with transfer data stored on a separate TemplateData sheet. The workflow covers launching Excel, opening the template, saving a new spreadsheet, and adding boxes on individual pages. It details required identifiers, department and transfer codes, box identifiers and descriptions, locator and content type selections, disposition authority entries, and date fields that auto-populate based on listed folders.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/box-inventory-form-procedures-ms-excel-version-10-complete-guide/248706/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/box-inventory-form-procedures-ms-excel-version-10-complete-guide/248706.png","ImageObject",442,249,{"name":88,"@type":89},"Maya Linwood","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",8,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"How do I start filling out the MS Excel Box Inventory Form template?","Question",{"text":109,"@type":110},"Launch MS Excel, open the template, then save it as a new spreadsheet with a new file name. Enter box and file information using the procedures provided, and list each box in the transfer on its own page.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Where should transfer details be entered?",{"text":114,"@type":110},"Transfer details must be entered in a separate sheet, not in the fields on the Box form itself. Use the TemplateData tab and replace the highlighted “Change in TemplateData Sheet” entries with the required information.",{"name":116,"@type":107,"acceptedAnswer":117},"What information is required in the Box Details Section?",{"text":118,"@type":110},"The Box Details Section includes a temporary consecutive ID, DIIMS box number (after DIIMS entry), box name and optional comments/description. It also requires selecting locator type (box/container code), content type (media code), disposition authority (RDA numbers), and record type (originals/copies), followed by box date and date fields.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},248706,1790408078,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":76},962084928432,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Box Inventory Form Procedures  \nMS Excel Version  \n1.0 Purpose  \nThe purpose of these procedures is to explain how to fill out the MS Excel version of the Box Inventory Form.  \n2.0 Overview of the Form  \nThe form is divided into three sections: the transfer details section, the box details section, and the file details section. The three sections are shown in the picture below.  \nTransfer Section  \nBox Section  \nFile Section  \n3.0 Completing the Form  \n3.1 Getting Started  \na. Launch MS Excel.  \nb. Open the template (templates can be found on the PWS website) .  \nc. Save As a new spreadsheet with a new file name.  \nd. Enter the box and file information as outlined in the procedures below.  \ne. Each box in the transfer must be listed on its own page. See Section 3.6 for information on how to add additional boxes to the MS Excel file.  \nf. Save your changes.  \n3.2 Transfer Details Section  \nThe Transfer Details Section contains information that is common to every box in a transfer and is repeated on every page.  \nIn MS Excel, this information is entered into a separate sheet. Do not enter transfer information into the fields on the Box form itself. To open the sheet that contains the transfer data, click on the TemplateData tab. The TemplateData sheet has four cells in it that are highlighted in yellow and that have “Change in TemplateData Sheet” entered into them. Replace the “Change in TemplateData Sheet” entries with the information described below.  \nTemplateData tab  \nTemplateData Sheet  \na. Prefix (Division Prefix) : Enter the alphanumeric code that identifies the department and division that owns the files. You can get this from your department’s records coordinator.  \nb. Department (Department & Division) : Enter the name of the Department and Division that owns the files.  \nc. DeptRef (Dep’t Reference \\#) : This is an optional field. Some records coordinators use their own numbering system to keep track of transfers. Enter the reference number only if it is being used.  \nd. TransferID (DIIMS Transfer ID) : This is a code that is assigned to a transfer by the department’s Records Coordinator when he or she reviews the boxes in DIIMS. It is used to keep track of each group of boxes that is sent to the records centre. The Records Coordinator will add the Transfer ID to the form or provide it to you.  \nOpen the sheet for the first box that you are working on. The information that you entered into the TemplateData sheet will appear in Row 3.  \nDo not delete this tab or the information will be lost.  \n3.3 Box Details Section  \nThe Box Details Section contains information that describes a box. The information entered here will repeat on every page for that box. Open the sheet for the box that you are working on.  \na. Temporary ID: Assign a consecutive number to each box in the transfer, beginning with box 1. Enter this number in this field.  \nb. DIIMS Box \\#: DIIMS assigns a unique identification number to each box that is entered into the system. After you have entered the boxes into DIIMS, you can add the DIIMS Box ID Number to the form.  \nc. Box Name: Enter a brief description of the files that are in the box (do not use any personally identifiable information) .  \nd. Box Comments / Description: This is an optional field. Enter any additional information about the box that may be useful for future retrieval or disposition.  \ne. Box Type (Locator Type): The records centre accepts several different types of boxes. This is called the Locator Type in DIIMS. Note: Only the Yellowknife records centre accepts cheque boxes. The Fort Simpson records centre does not accept Square Tube Boxes. Choose one of the following codes for the type of container used from the drop-down list:  \n\n| Code | Description of Container |\n| --- | --- |\n| BOX | ARC File Box (stocked item \\# 22821)– Yellowknife only. Small Rec/Ship Box (stocked item \\# 22721)– Fort Smith, Fort Simpson, Hay River, and Inuvik. |\n| CHQ | 9”x24”x4½” cheque boxes – Yellowknife ","cbCaibNeu5DfamY5","https://ap.wps.com/l/cbCaibNeu5DfamY5","pdf",128805,7,"English","# 1. Purpose\n# 2. Overview of the Form\n## Transfer Section\n## Box Section\n## File Section\n# 3. Completing the Form\n## 3.1 Getting Started\n## 3.2 Transfer Details Section\n## 3.3 Box Details Section","[{\"question\":\"How do I start filling out the MS Excel Box Inventory Form template?\",\"answer\":\"Launch MS Excel, open the template, then save it as a new spreadsheet with a new file name. Enter box and file information using the procedures provided, and list each box in the transfer on its own page.\"},{\"question\":\"Where should transfer details be entered?\",\"answer\":\"Transfer details must be entered in a separate sheet, not in the fields on the Box form itself. Use the TemplateData tab and replace the highlighted “Change in TemplateData Sheet” entries with the required information.\"},{\"question\":\"What information is required in the Box Details Section?\",\"answer\":\"The Box Details Section includes a temporary consecutive ID, DIIMS box number (after DIIMS entry), box name and optional comments/description. It also requires selecting locator type (box/container code), content type (media code), disposition authority (RDA numbers), and record type (originals/copies), followed by box date and date fields.\"}]","Box Inventory Form Procedures - MS Excel Version 1.0 - Complete Guide | PDF",1789247453]