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Records Management

Published: 19 Jun 2009

Your company probably retains records as word-processing documents, spreadsheets, images and paper documents all in multiple formats, created by myriad software applications and stored in various locations throughout your enterprise. 

CA Records Manager is designed with this reality in mind, addressing this diversity of information with solutions to manage all record types.

Overview 

CA is a trusted choice for records managers, business owners and IT professionals responsible for deploying an iron-clad records management system. Manage business critical information over its lifecycle to meet your business objectives.

  • Save time and money 
  • Improve efficiency and reduce costs
  • Win a competitive edge with ready access to the right information to make critical business decisions 
  • Facilitate enterprise-wide compliance with governmental regulations, legislation and corporate best practices 
  • Maximize existing IT investments 

CA Records Manager is a Federated Records Management solution with physical and electronic records management capabilities. This helps you unify record access and management under a single virtual file plan. Dramatically increase your ability to comply with regulations, discover information and reduce associated legal risks with CA Records Manager.

Electronic Records Management 

The efficient management of electronic records dramatically improves an organization's ability to gain total control over end-to-end record keeping activities: 

  • Streamline the capturing, storing, finding, retrieving and archiving of records 
  • Reduce risk by proactively complying with regulations and effectively dealing with litigation and the eDiscovery of electronically stored information (ESI) 
  • Increase litigation and audit readiness 
  • Gain greater control over information with defined record management processes 
  • Increase efficiencies and reduce administrative redundancy 
  • Streamline operational procedures by migrating to an electronic environment 
  • Follow records best practices by maintaining email authenticity, implementing unified retention policies, enabling disposition holds, generating complete audit trails and managing email as unedited originals 
  • View emails and attachments in their native applications or HTML format and generate standardized or customized reports Ease end-user burden by defining rules that auto-classify emails at the client or server 
  • Increase productivity with administrative processes (such as global change, review, supervision, and disposition processing) to gain efficiencies in managing information assets 

CA Records Management uses a single file plan to maintain all records and their profile information within a virtual repository, as records are managed in place in their repository of creation. This allows companies to dramatically improve their ability to comply with regulations regarding record-keeping activities. CA understands that records management is part of the entire organizational strategy and should integrate with every business area. 

With tight integration with all the applications that support various processes, CA Records Manager users can quickly and easily file important information and have instant access to records to perform business tasks.

Physical Records Management 

CA Records Manager provides comprehensive lifecycle management for physical records, reducing your burden and administrative overhead. You can mange all records, regardless of format or media, under a single virtual file plan.

Monitor Circulation 

CA Records Manager provides an online charge-out system that tracks each file folder or box checked in and out of the records center or warehouse. Circulation tracking uses barcode or RFID labels that are generated for boxes, jackets, folders, redwelds, offices, shelves, locations and the employees authorized to check-out records. You can simply scan the employee's barcode along with the records being removed or returned. 

This provides an effective means of tracking records with minimal effort on your part or the end users making requests:

  • Check the availability of desired records via desktop computer or the Web
  • Make online requests for box or folder delivery
  • Request notification or delivery of records that are checked out
  • Query the system for circulation and usage statistics
  • Generate a list of records charged out to individual employees
  • Run circulation reports

Manage Space

You can also manage the actual space where the records are located. With CA Records Manager you can configure and manage storage locations, define box types and sizes, edit and maintain service types, rates and fees and generate work orders, billing reports and storage utilization reports.

Imaging 

CA Imaging helps you capture and transform physical documents into digital information. Scanning physical documents and using their electronic equivalents allows you to streamline operations, reduce physical storage requirements and provide a tighter framework to meet your knowledge sharing, discovery and compliance requirements.

Federated Records Management

The Federated Records Management architecture simplifies the challenge of compliance management and information governance. It provides you with a centralized management console and policy engine from which to apply uniform business policies, retention schedules, disposition, search, eDiscovery, legal holds and security to vital information dispersed across enterprise content silos. These silos can include document management systems, collaboration systems, file systems, email, email archives and more.

CA Records Manager helps you harness your corporate knowledge and effectively manage both information and corporate governance. Manage records in-place within their native repository where they are created. This allows you to leverage existing technology, infrastructure and enterprise compliance framework without replacing or diminishing prior investments. CA Records Manager also allows you to consolidate records in a common repository, according to your requirements.

CA Records Manager reduces the complexity of governance with central management of your records policies for all content, no matter where it is stored.

Federated Records Management Compliance Architecture Foundation


Managing information across multiple repositories is critical to the enterprise and compliance efforts.

 
 
 
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