Retention Management for SharePoint – New for 2012

Sharepoint® and Records Retention

Intersect’s Retention Developer / Manager / Researcher

(DMR) makes it easy to create and maintain a uniform

organization-wide records control schedule!

Retention DMR Major Features:

Create a Retention Control Schedule for your organization by locating and selecting appropriate Record Types in the Encyclopedia with simple point-and-click actions for automatic inclusion in your Control Schedule.
Create, edit, or revise Record Types and the accompanying retention and descriptive text as appropriate
Use the convenient Direct Edit function to add references to your organization’s internal forms and document naming conventions as appropriate, to insure uniform company-wide records titles in your Control Schedule.
Create additional Record Types and descriptions using the built-in editor, and add these to your Control Schedule
Create sub-sets of your Control Schedule for individual departments using point-and-click operations to create concise, easily referenced Departmental Control Schedules by selecting only those Record Types appropriate for each department.
Publish your Control Schedule and Departmental Sub-Schedules in printed form, or publish your Control Schedule and each Departmental Sub-Schedule as an html document, as an Excel spreadsheet, as an Access database, or as a text file.
Export your Control Schedule and Sub-Schedules to Sharepoint, adding links or references to Departmental Sub-Schedules for convenient access when creating documents, determining record type, and assigning retention values
Take advantage of Intersect’s open file format to import your Control Schedule into your organization’s existing records management database to ensure a uniform, organization-wide Control Schedule,
Use with Intersect’s SQL Server-based Records Control and Management System (RCAMS SQL) to manage your data center. RCAMS SQL will use your Control Schedule to encode and calculate retention parameters, and assign retention periods as documents (both electronic and paper) are created and indexed into the RCAMS SQL database.
Include Intersect Systems Inc.’s optional 2015 Edition of Clark’s Encyclopedia of Records Retention, a software database designed for use with Intersect’s Retention Developer / Manager / Researcher that allows the user to access over 4,000 record types and their suggested retention periods, broken down into 23 major functional classifications. In addition to suggested retention periods, Retention DMR helps the Records Manager establish and maintain uniform records titles – essential for successfully managing an enterprise’s records among numerous departments and operating divisions. Retention DMR includes search and query capabilities as well as an extensive set of retention schedule development and publishing functions. The application is compatible with computer systems running Microsoft Windows XP, Vista, and 7 operating systems.

Sharepoint, Access, Excel, and SQL Server are trademarks or registered trademarks of Microsoft Corp.

Access, Excel, and SQL Server are trademarks or registered trademarks of Microsoft Corp.