Software > Versatile Retention

Schedules

Versatile Retention enables you to create legally compliant records retention schedules at either the global, company, or departmental level. Create a direct linkage between your schedule titles and the legal citations that govern their retention.

Retention gives you control over updates to your retention schedule with complete change management workflow. Change authorizers can be configured by job title or department, and authorizers are automatically notified of pending change requests. Authorizations can be applied through the Web, and every change is fully audited.

The Schedules feature allows you flexibility in customizing an organizational hierarchy for your schedule titles. You can create a single or multi-level structure to accommodate the functional groups and child titles. For example, you can create multiple schedule titles that belong to the same heading, such as Accounting, Manufacturing, etc.

You can use the Interviews feature to create your schedule directly from interview information. Simply click a button to add the record title to your schedule. The Schedules screen automatically populates with your data, eliminating the need for duplicate data entry.

Retention’s integrated reporting system allows you to create standard and unlimited user-defined reports. It even has the ability to attach and e-mail your reports as PDF files to coworkers or others, right from within the application.

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