Data Minimization

Applications
Customize the Applications to a Record Type provides more detail about each Record Type.  Make sure the Applications are reflected to your business's, ...
Thu, Jun 23, 2022 at 8:33 AM
Approve Retention Schedule
After making any updates or edits to the Retention Schedule or Publication Options you are REQUIRED to approve your Business Functions to reflect the update...
Thu, Jun 23, 2022 at 8:34 AM
Business Functions
The BUSINESS FUNCTIONS page, shows at a high level the FUNCTIONS, # of RECORD TYPES in that Function, CONTACT (Typically the Records Coordinator associated ...
Thu, Jun 23, 2022 at 8:35 AM
Calender Overview
The calendar gives you the ability to systematically view any past or upcoming communications. You can view the calendar weekly or monthly and/or by specifi...
Thu, Jun 23, 2022 at 8:35 AM
Custom Communications
  The Custom Communication Dashboard displays statistics on your entire custom communication library.  The bottom half of the screen displays your list of ...
Thu, Jun 23, 2022 at 8:35 AM
Data Classification
Adding Data Classification to a Record Type is very easy and provides more detail about each Record Type, and it can be added from settings tab as shown bel...
Thu, Jun 23, 2022 at 8:36 AM
Disposal Notices
  The Disposal notice Dashboard displays statistics on your entire custom communication library.  The bottom half of the screen displays your list of custo...
Thu, Jun 23, 2022 at 8:36 AM
Distribution List Overview
Create a list of recipients to prepopulate on a communication or edit previous lists created. This is most useful when sending communications to a set numbe...
Thu, Jun 23, 2022 at 8:37 AM
Edit Communication Categories
While in Program Enforcement, you are able to create categories for your communications. These categories are used to groups your communications. Click SET...
Thu, Jun 23, 2022 at 8:37 AM
Edit Retention to a Record Type
At any point you are able to update the Retention Periods of a Record Types. Follow the steps below to make any necessary updates. 1. Check the Box next to...
Thu, Jun 23, 2022 at 8:38 AM