Store key historical information on past events

Proper document control requires records to be maintained and stored under strict conditions

Keep accurate recordings

A record (as opposed to a document) is a historical file about a past event that provides evidence. Records are facts that should not change and are therefore not editable and cannot be recreated.

What does it do?

  • Provides a way of storing and linking to any type of record
  • A central source for viewing records that may be located in multiple places
  • Notifies when records are replaced with new versions.
  • Link to web sites and internal networks or attach directly in to the module
  • Ensures people are informed and consulted about important information
  • Ensures you control what is the latest record being used
  • Allow history of changes through check-in/check-out


  • Emails to groups and/or individuals


  • Integrate with payroll, HR or ERP systems for automated employee updates
  • Links to employee module
  • Other modules can reference material contained within the records module
  • Links to action management to control the updating of records.

*Feature availability depends on subscription tier. See a detailed feature comparison here.

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