Advanced Retention

Infolinx WEB provides advanced records retention capability and extensive physical records disposition process support.

Read about an Infolinx WEB implementation that involved creating a comprehensive retention schedule:
Capital Regional District (CRD) Case Study

Retention Schedule Management Capability

  • Collaboratively design and manage an unlimited number of records retention series or file plans
  • Master series template inheritance provided
  • Auto-classification and/or classification assistance provided
  • Configure an unlimited number of meta data fields defining each series
  • Event, Time, and Event+Time based series supported
  • Auto-calculation of Scheduled Disposition Date
  • Complete history of all records series changes maintained
  • Changes to retention series globally reflected on all associated records
  • Advanced Legal Holds functionality, defined at series or record level, included
  • Integrated Citations/Authorities support included

Disposition Process Support

  • Disposition Approval, Disposition Picklist, and Certificate of Destruction reports included
  • Disposition reconciliation functionality
  • Configurable records management, records owner, and records custodian workflows
  • Configurable email notifications

Sample Report Images

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