Each step of the record keeping process uses automated rules, beginning with category assignment. Because RecordLion applies classification rules to policies, applying your File Plan to content just got a whole lot easier.
Automatically declare records in a few simple ways. RecordLion allows organizations to take the declaration process away from their end users and ensure proper management based on classification rules.
The second step to complete automation of records management is automatically determining if a file starts a new case record, belongs to an existing case record, or is simply an administrative record.
Retention periods start with triggers. Having flexible triggers is perhaps the most important aspect of good rules based record keeping. RecordLion allows triggers to fire from recurring calendar events, business system events, or rules based on any combination of available meta data.
A hierarchical file plan that includes classification rules, security policies, approval workflows and lifecycle assignment to ensure all of your information governance requirements are met. Read More