Application - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Standard
Essential
Premier

An example of how Records Management can be used is in Human Resources. Every employee has a file, or record. This record contains all of the documents related to his or her employment. Using Records Management, each employee would have his or her own folder within OnBase containing all of his or her documents. The folder would be controlled by events, such as resignation or termination of employment. For example, after a resignation, the folder may remain open for a few days to gather all the necessary paperwork. After the specified number of days the folder would be Cutoff, and a retention period of 7 years would begin. After 7 years the folder, and its contents, would be purged from OnBase.