RecordsFlow reports

RecordsFlow reports include the Recycling Bin Audit Log, the RecordsFlow Policy Audit Log, and the RecordsFlow Processing History.
Records managers can access these reports to view the following audited actions:
  • Restoration of documents from the Recycling Bin.
  • Purging of documents
  • Creation, modification, and deletion of document policies.
  • Approval of policies
  • Archiving actions, including archiving and removal of the archived status from documents.

Recycling Bin Audit Log

The Recycling Bin Audit Log reports all restoration and purging actions performed on the recycling bin contents. This report contains the following information:
  • Type of action (restore or purge)
  • Date and time the action was performed
  • The record manager who initiated the action
  • First approver
  • Second approver
  • Document index information

RecordsFlow Policy Audit Log

The RecordsFlow Policy Audit Log tracks all actions made in the Policy Management tab. This report provides the following information:
  • Policy name
  • Policy type (Purge, Keep, or Archive)
  • Action performed on policy (Create, Modify, or Delete)
  • User who initiated the policy action
  • Date and time of policy action
  • Summary of policy rules

RecordsFlow Processing History

The RecordsFlow Processing History includes your firm's previously processed policies. This report provides the following information:
  • Policy action (Purge, Keep, or Archive)
  • First approver
  • Second approver
  • Date and time of policy action
  • Summary of policy rules
  • Number of affected documents

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