Transfer Logs

• Transfer logs are included on the client’s drive along with their preservation master files. For more information about client deliverables, go here:
  • In Salesforce, go to Reports.
  • Navigate to the report called either Client_TransferLog_Audio or Client_TransferLog_Video depending on the format (they have different schemas).
  • Run the report and click the Customize button.
  • Click the Edit button next to the Opportunity Name filter
  • Type in the first few letters of the opportunity name of the project you are completing
  • Click OK
  • Run the report
  • Check that all the fields have consistent and correct information
  • Click Export Details
  • Export as an .xls file
  • Open the .xls file in Excel and remove the text at the bottom about time/user that ran the report.
  • Highlight the sheet and reformat row height to 0.19
  • Scan through all content checking for inconsistencies or missing information
  • Save on the client’s drive as (OpportunityName_TransferLog) for example “PAP7_OregonHistoricalSociety_TransferLog.”