CIMS Essential

Enhanced CIMS features for records lodgement, retention, and disposal authorities

CIMS Essential package includes the lodgement data approval workflow, Retention and Disposal Authorities allocation, and tracking of loose paper inserts.

CIMS Essential

Enhanced CIMS features for records lodgement, retention, and disposal authorities

Lodgements

The solution provides the facility for customers to easily lodge their boxes to a national standard and to have those lodgements approved/declined by another user to ensure that the data entered by each site is accurate and done the same way. It also sends out reminder notifications when lodgement approvals are outstanding.

Retention & Disposal Authorities

The objective of the retention date defaults feature is to be able to configure a retention policy for each document type the customer is going to lodge. This will allow the user to be able to apply the retention policy for each item during the lodgement phase. The retention policy will define a set of policies the user can select and apply to the item when lodging. The CIMS platform will automatically update the Review Date Field based on the retention period for the specified disposal authority.

Loose Paper Inserts

When customers need to place documents back into files that are in storage with Compu-Stor, these loose papers are associated and tracked to corresponding files. This applies to both physical and digital records.

Key Benefits

  • Standardisation and centralisation of the customer’s box lodgement process.
  • Automatic reminders for lodgement approvals
  • Consistent automatic application of retention & disposal authorities/dates
  • Piece of mind brought by robust tracking of loose papers placed back in files

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