OFFICE 365 RECORDS | CLASSIFICATION & TAXONOMY
Cloud Records allows your Records Manager to seamlessly manage a classification scheme or file plan, and push it to Office 365 through a single interface. Easily apply multiple rules directly to single classifications and add retirement settings to dictate the life of the term.
Easily view all settings and choose to apply the entire term set to a location, a subset of the term or set, or specify a default term. User input can be configured to be as manual or automatic as your organization requires.
OFFICE 365 RECORDS| INTUITIVE RETENTION & DISPOSAL RULES
Cloud Records allows your Records Manager to build business rules that can manage any stage of the information lifecycle. Whether based on action or date-based triggers, you can use any metadata captured against an object as criteria for the rule. These rules can be fully automated or run with business owner’s input using manual approval.
OFFICE 365 RECORDS| AUDITING & REPORTING
Our comprehensive out-of-the-box reporting gives your Records Managers the ability to proactively manage information outcomes. Easily interrogate audit trails of actions performed on an item, or by a specific user, to ensure record integrity and provide documentation of everything that’s happened on an item.
OFFICE 365 RECORDS| PHYSICAL RECORDS MANAGEMENT
Your organization can manage physical records alongside electronic ones, or at least in one central location. Cloud Records allows end users to request existing files, or create new ones. Give your manager full oversight of what’s happening in the physical world while performing simple space management activities using physical records reporting.