Usage Overview - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Essential
Standard
Premier

Records Management manages folders to adhere to a retention plan designed by your system administrator(s). Records Management folders have features specific to the module that are not available for every folder. User interaction is often necessary to move records through their retention plan. This interaction is usually in the form of posting events to a folder. Events can be anything that may occur that changes the status of a record. For example, an employee has a record of documents pertinent to his or her employment, such as W-2 and W-4 forms. If an employee is separated from the company, an event has occurred that changes the status of the employee's record. This event would be posted to only the employee's record that has separated from the company.