Records

Module

Records

Store key historical information on past events

Proper document control requires records to be maintained and stored under strict conditions

    We are in the process of updating the description page for this module; however, it is currently available.
    Please contact us for information on this module, or to get a demo.

    Keep accurate recordings

    A record (as opposed to a document) is a historical file about a past event that provides evidence. Records are facts that should not change and are therefore not editable and cannot be recreated.

    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 when records are replaced with new versions.
    • 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

    Workflow

    • Emails to groups and/or individuals

    Integration

    • 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 control the updating of records.

    *Feature availability depends on subscription tier. See a detailed feature comparison here.

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