Records Disposition Approval (RDA) Module for OpenText Content Suite

The essential records management OpenText Content Server module. Driven by customers like you, RDA was built to make it easy for OpenText Content Server / GCdocs users to sign-off on records as well as to reduce the time it takes for Records Managers to process the records once they receive the approvals.

Features and Benefits:

Reduce Time & Paper when Creating Records Disposition Approvals

Records Management Features WITH RDA for OpenText Content Server

  Feature     RDA     CS10 RM  
  Auto-assign approvers based on metadata          
  Reassign Approvers          
  Records Managers to view progress          
  Records Manager override approval state          
  More than 2 approvers  
unlimited    

requires custom workflows    
  Clean and easy to use interface            
  “Slice & Dice” a single Disposition Search into multiple RDA work packages based on metadata  
 
   
  Rename approval buttons and tabs to match disposition process            
  Customizable extension/rejection reasons  
 
   
  Temporarily augment permissions to ensure approvers and see records needing review            
  Send instructions or additional information along with RDA work package  
 
   
  Recall a RDA            
  Filter out records already in review from subsequent disposition searches  
 
   
  Use Facets during RDA creation Process            
  Use the content filter during RDA creation and Review Process  
 
   
  Complete Audit of each Reviewer’s approval, rejection, and feedback            
  Ability to integrate LiveReport and WebReports directly into the RDA interface  
 
   
  Capture Notes and attachments for each RDA work package            
  Records Manager can force approve records  
 
   
  Report to Verify Approver’s Rights to ensure all approvers have ability to see records they need to approve            
  Modify Approvers for an active RDA  
 
   
  Automatically assign additional approvers based on classification            
  Auto-Process approved records when review process completes  
 
   
  Integrated transitory record review process            

Approver/Reviewer Features WITH RDA for OpenText Content Server

  Feature     RDA     CS10 RM  
  Approve/Reject one or more records at a time          
  Clean and easy to use interface            
  Request feedback on disposition of records            
  Filter out records already out for review from subsequent Disposition searches            
  “1 Click Approve” Records         5 clicks  
  Use Facets during Review Process            
  Use the content filter during RDA creation and Review Process          
  Automatic Forwarding to next approver is Time period expires            
  Allow approvers to reassign work packages          
  Configurable Email Reminders to remind approvers of due date            
  View all metadata for each with out clicking around          

Specific Details

Simplified Sign-Off Process for Approvers

  • The ability to view all the metadata for an object so a decision can be made quickly.
  • RDA Filters and Facets to quickly identify sets of records and approve or reject them in batches.

Simplified Records Disposition Support

  • Ability to request feedback for support if User is unsure about a certain record.
  • Easily select approved records and de-select rejected records for processing in a disposition search.
  • Bulk apply holds or update records management metadata directly from an RDA.

Simplified Review Process

  • View summary of every user's approval
  • Easily select approved records and de-select rejected records for processing in a disposition search.
  • Bulk apply holds or update records management metadata directly from an RDA.

RDA Integrated Reporting Framework

  • Write and integrate your own custom reports into the RDA process.
  • Supports OpenText LiveReports, OpenText WebReports and Red House Simplates technologies.