Note: Only authorised users can access RecordsFlow reports.
The following RecordsFlow reports are available.
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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
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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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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
Follow these steps to access RecordsFlow reports.
- Choose Reports > Records Management in the GoFileRoom toolbar.
- Select the report you want to view by clicking the Report field and choosing the report type from the drop-down list.
- Click the appropriate link for more information.
- Select the desired drawer from the Drawer field.
- Enter a date or date range in the Date field.
- Select a user from the User field, if desired.
- Click the Search button.
- Select the desired policy from the Policy field.
- Enter a date or date range in the Date field.
- Select an approver from the Approver field, if desired.
- Click the Search button.
- Select the desired drawer from the Drawer field.
- Enter other search criteria as desired. The Date, User, and Deleting User fields are optional.
- Click the search button.