FileBound Online Records Management Help
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Records Management rights
The Compliance Details dialog box is available to all FileBound users; however, some functionalities of Records Management are specific to certain users based on Records Management Rights assigned by an Administrator. The follow table describes the usage rights for all users. See User settings - Security tab for more information about assigning Records Management rights to users.
Functionality | Record Administrator | Record Manager | Legal Hold Manager | No Records Management Rights |
View Compliance Details dialog box | ✅ | ✅ | ✅ | ✅ |
Apply or remove hold on record(s) | ✅ | ✅ | ✅ | ❌ |
Declare or un-declare record(s) | ✅ | ✅ | ❌ | ❌ |
Approve or dismiss disposition of record(s) and create records series | ✅ | ❌ | ❌ | ❌ |
Record Management Reports
Record Management reports provide information that can be used to monitor activities related to records. The following System Reports are available in FileBound: