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Records Management

Records Management

DOD 5015.02 certified records management built for ease of use and rapid adoption

  • Built on top of Alfresco's Document Management repository, including the Share interface
  • File records using drag and drop from the desktop or email client, or any web browser
  • Single solution to manage both corporate records and other content
  • Cost effective and open source, with no upfront license fees
Records Management Screenshots

Best for: Enterprise IT organizationsTry Alfresco in your IT infrastructure,
with support from Alfresco.

Best for: Potential UsersGet a quick feel for the
Alfresco user interface.

Email an Alfresco expert, orCall 1-888-317-3395
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Multiple Interfaces

End users can use the most appropriate interface to allow them to add new records

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File from Desktop

Using the CIFS standard, users can ‘mount’ the Alfresco Records Management system just like a network drive. Users can now save and file records by simply dragging them from their desktop

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File from the Web

Users can use the same web interface that they use to manage other content to upload, file and declare records, removing the need to learn a new, special, RM interface

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File from Microsoft Office

Using the Microsoft SharePoint protocol, users can upload and file records from within standard Office tools

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File from Email

Alfresco can be added as an IMAP service in any standard email browser, allowing users to drag and drop emails into Alfresco for filing

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Multi-stage File and Declare

Alfresco supports a multi-stage process for filing and declaring records. This allows users to file and then, at a later date, add the required information to enable them to declare the record

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Unified Solution

Users use the same Alfresco system to store and manage all of their content. Users do not need to be taught to use a different interface in a different system just to file records

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Life Before Records

Alfresco is used to manage the lifecycle of the content before it becomes a record. This allows the managing of the review and approval process of a company report as it goes through multiple revisions before the final, approved, version is filed as a record

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Easy Configuration

Records Managers can easily set up the Alfresco Records Management system to support their business needs

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File Plan

Records Managers can create record series, record categories and record folders

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Disposition Schedules

Simple point-and-click configuration allows the Records Manager to create unique record retention schedules for each of the record categories

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User Defined Metadata

Administrators can define unique metadata (information to be stored with the records) to support their business needs

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Vital Record Support

Identifying records that need to be reviewed, automatically prompting the user at the end of the review period

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Transfer Support

Support the ability to ‘Transfer’ records at the end of the disposition cycle

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Record Types

Alfresco provides support for a range of record types including electronic records (Standard Documents, Scanned Records, PDF Records, and Web Records) and physical records

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References

Support for a wide range of relationships (e.g. Supersedes, Versions, References, etc.) Administrators can add their own relationships to support unique business requirements

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User Roles

Multiple roles enable the Records Managers to control which activities are available to each Records Management user. Role definitions can easily be extended to support each company's requirements

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Auditing

Full audit logs enable Records Managers to track who did what and when for each record

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Holds

Full support for holding records in the case of litigation, ensuring records are not destroyed as part of the normal schedule when involved in legal discovery

 
 
 
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