Data Minimization
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
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
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
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
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
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
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
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
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
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