Tools for full records lifecycle management
With the inclusion of technology for capturing records and converting those to digital formats record managers gain a powerful set of tools to monitor and track full records lifecycle and enable workflow automation.
With DCS FileStore you can create and implement records management and file plans by setting up record categories as per your business needs. Rules for records retention, access restriction or legal hold requirements can then be associated with these categories enabling you to manage entire groups of records with greater efficiency. Records can be sorted and classified according to a team or user’s involvement and can be maintained separately from IT departments.
Entering captured records into the file plan structure
DCS provide Kofax Capture technology as a single capture platform to process incoming business documents from different locations and different formats. The platform enables records management capture, filing and declaration processes to be applied globally across a wide range of information channels including MFDs, email, paper and fax.
When new records are captured, retention schedule and other criteria can be automatically assigned with reference to the file plan. The file plan will determine where captured records are placed in the records library in FileStore. Records placed in specific folder locations will then automatically inherit retention and access rules which have been applied to that folder.