Retention Nirvana: The Integrated Solution

New laws come out all the time and retention guidelines will change.  Skupsky’s Retention Manager3 helps an organization stay on top of the latest retention rules and regulations and provides a basis for managing these rules.  Once the rules are approved by the organization, the changes can be automatically applied to records and changed per the new accepted policy in Accutrac XE™. The integrated greatly facilitates changes in records policies by automating what typically can be a very challenging and time consuming process.

Accutrac is a certified integration partner of Retention Manager3™.  The retention schedule information developed in Retention Manager3™ is synchronized with the retention classification function in Accutrac®. Accutrac® uses these retention rules in conjunction with its internal retention features to provide retention notification and reporting.  When changes to retention are approved in Retention Manager, Accutrac® immediately processes these changes.  This allows Accutrac® users to maintain an efficient records retention policy that ensures compliance with the latest legal and regulatory requirements.

Donald S. Skupsky's Retention Manager3™ Software provides statutory and regulatory legal research, a proven methodology and full-featured software for developing, managing and updating retention schedules.  With Retention Manager3™, you get all the tools, methodology and legal research you need to develop, implement and manage your organization-wide records retention program.

Retention Manager3™ Highlights:

• Assign records to departments, record series and records retention periods using flexible options and productivity tools.
• Research and identify relevant statutes and regulations quickly using the innovative Profile feature.
• Distinguish between the official retention and the unofficial retention (retention of copies or other version of the records).
• Update your legal research via quarterly update CDs. IRCH researches records retention laws daily and posts interim updates on the Internet exclusively for clients.
• Identify those changes in the laws that affect your organization and retention conclusions.
• Print and distribute records retention reports for review and company Intranet.
• Link your authorized records retention conclusions to AccutracXE™.
• Full text of over 12,000 United States federal and state records retention laws (with multiple index entries for many complex laws).
• Over 400 pre-defined record series including descriptions and retention periods.
•  Over 40 pre-defined legal groups (for grouping similar laws together) including initial retention suggestions.
• Over 125 pre-defined records retention categories for common business records, including initial retention suggestions.

The Benefits

When changes to retention are approved in Retention Manager3™, Accutrac® immediately processes these changes.  This allows Accutrac® users to maintain an efficient records retention policy that ensures compliance with the latest legal and regulatory requirements.  This provides an immediate impact by improving productivity, lowering costs, and mitigating risk for non-compliance.

To purchase Skupsky’s Retention Manager3 or for more information contact Accutrac sales.