It is important to collate completed records for future reference. The Records module provides a single place where all completed records can be accessed.  The module can track changes and notify when documents change.

Records management

What does it do?

  • Provides a way of storing and linking to any type of record
  • A central source for viewing records that may be located in multiple places
  • Notifies people when records change
  • Link to web sites and internal networks or attach directly in to the module
  • Ensures people are informed and consulted about important information
  • Ensures you control what is the latest record being used
  • Allow history of changes through check-in/check-out


  • Emails to groups and/or individuals


  • Integrate with payroll, HR or ERP systems for automated employee updates
  • Links to employee module
  • Other modules can reference material contained within the records module
  • Links to action management to ensure the documents are kept up to date
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