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Record manager

 

record managerRecords management

Developed according to Public Records Office guidelines for compliance with the Freedom of Information Act Link to External Site, numerous management features use permission-, time- and category-based information to control documents (or records) throughout their life-cycle – from inception to disposal.

Key records management features include the following:

 

Folder management

  • A folder class defines the type of documents that can be added to each folder. 
  • Nested levels allow you to set the maximum amount of subfolders that can be added to each folder class. 
  • Folders can be subdivided into parts. Only one folder part can be open at any one time.

 

Record Manager

Claromentis record manager

 

Scheduling and workflow management

  • Timed security changes can be set up for records which need a particular action – such as making them available for viewing, editing or disposal – on a certain date or after a specific time period. For example, an accountancy regulation may require changes to be made to a report on a particular day.
  • The disposal schedule feature prevents the deletion of a record until a set date. This is ideal for control of documentation that must be kept for a set duration for legal reasons. 
  • Markers are time-sensitive notes that remind users about non-electronic tasks –such as a telephone call – that need to be carried out within an overall document process workflow.
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