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Improved management of sources/legal citations

More fields have been added to sources/citations including a reference numbers, more URL links for individual clauses, dates of coverage, and links to superseded sources/citations.

Sources/citations can now be be imported from spreadsheets and exported in CSV format.

Sources and stakeholders have been added to the search function, enabling search on source/stakeholder and filter by source/stakeholder.

And lastly we've enhanced the standard sources/stakeholder reports.

Export of compliance requirements to the Web

Once compiled, you can publish all of your compliance requirements to your online records retention & disposal Schedule.

Our online outputs provide full text searching and browsing of records classes and associated disposal rules, sources/citations, records keeping and stakeholder requirements.

Creation of user defined fields

a.k.a.® now provides the opportunity to create a range of user defined fields for further categorisation of your data. Reports and exports can now be filtered by user defined fields enabling the publication of subsets of your database. A particularly useful function if you are managing a number of schemes within the same database.

Extended functionality for case file terms

Controlled lists linked to case file terms can now be exported into any hierarchical output, including the Hummingbird File Plan and the TRIM Classification Plan.

File Plan reports now include controlled lists linked to case file terms.

A new terms report

This new report filters terms by term type. Users can select term type, then add scope notes, metadata and or relationships as required.

More useability features

And lastly there are a host of new useability features.

The All Items selector bar now delivers Records Classification and Disposition from the same tool bar.

We've built more search options in to assist with editing and compilation. Searches can be narrowed to any item within the database:term types, records classes, sources/citations, stakeholders, and recordkeeping requirements.

Email us today for an online or personal demonstration.