Challenge

Organizing, storing, and searching for records in a timely manner is easier said than done. Not only can information be scattered across a whole enterprise, but they can often be misplaced making it impossible to find the correct documents that are needed. 

Value

Records can come in many forms, including both client information and employee information. Jobes Tech ensures that your records are stored in a safe and secure location. Record Management not only stores your records and documents, but helps to organize them and track them for you. Records Management ensures that institutional records of vital historical, fiscal, and legal value are identified and preserved, and that non-essential records are discarded in a timely manner according to established guidelines and identified legislation. Let our experts guide you through best practices and help your organization with process and procedure development.

How It Works

1) Records Capture 

Scan physical or receive digital documents from sources such as handheld documents, emails, or network folders

2) Automatic Record Classification 

Intelligent identification of a variety of record types and data based on set rules

3) Storage 

Workflow processes ensure records are indexed in their correct repository folder with appropriate security and record retention schedule 

4) Life Cycle Management 

The record is tracked throughout its lifecycle in accordance with its governing retention schedule 

5) Final Disposition 

Once the record has reached the end of its life cycle, a Records Manager is notified and may purge the record

Storage

Digitize Records to take back your real estate

Security

Ensure that records are are secure and maintain their integrity