Records Disposition Approval
Product Overview
OpenText Records Management (formerly LiveLink ECM – Records Management) reduces risk and costs associated with eDiscovery and control of the lifecycles of all your enterprise content.
Take it one step further and Implement a disciplined enterprise-wide records management strategy and enhance your OpenText Records Management with Cassia’s essential RM solution extension (SolEx). Driven by customers like you, the Records Disposition Approval (RDA) solution extension was built to make it easy for OpenText Content Server (OTCS) 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 in their OpenText electronic document and records system (EDRMS).
Cassia’s Records Disposition Approval Module for OpenText Content Suite compliments your organization’s information governance, risk management, and compliance by reducing and mitigating the risk associated with big data information management. Adding corporate governance, enterprise risk management (ERM) via RDA allows your organization to operate more efficiently, enabling effective information sharing, providing more effect reporting activities and avoiding wasteful overlaps.
Simplify and Streamline your records management for OpenText Content Server
In today’s fast-paced business environment, the need for efficient and reliable content management is paramount. Whether you’re looking to upgrade your existing OpenText Content Server or migrate to a new platform, Cassia’s migration services ensure a smooth, hassle-free transition. Our team of seasoned professionals is dedicated to delivering tailored solutions that meet your unique business needs.
Why Choose Cassia for Your OpenText Records Management?
- Streamline collaboration to reduce the difficulty and length of time taken to share information & feedback between departments
- Automate manual processes of your document life-cycle and relieve process bottlenecks
- Improve user adoption for managers and end users with a simplified, functional user interface
- Provide effective reporting for managers and stakeholders
- Improved OpenText Records Management Accountability via audit trails and audited User IDs and Time Stamps.
- Manage/maintain security and access to data without impacting processes
- Reduce and mitigate risk and ensure compliance with assisted e-discovery
- Transitory Record Notification add-on for transitory records management
Product Videos
Product Screenshots
RDA Features
Approve/Reject in Batches
Bulk Apply Holds/Updates
View Summary of Approvals
Featured ECM Downloads
OpenText Resources
OpenText YouTube Resources
The software allows us to decide how many approvers are needed, how to notify approvers and what options we offer approvers. On the approver side it is very simple for them to process and the customized message included in notification makes it easy for them to understand.
Product Features
RDA is the essential records management module for OpenText Content Suite. Driven by customers like you, RDA was built to make it easy for OpenText Content Server (OTCS) 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.
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.
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.
View summary of every user’s approval. Customize the disposition call to action (i.e. delete vs. archiving)
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.
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Records Management Features |
with RDA |
Content Server RM |
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Auto-assign approvers based on metadata |
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Reassign Approvers |
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Records Managers to view progress |
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Records Manager override approval state |
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More than 2 approvers |
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requires custom workflows |
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Clean and easy to use interface |
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“Slice & Dice” a single Disposition Search into multiple RDA work packages based on metadata |
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Rename approval buttons and tabs to match disposition process |
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Transitory record notification add-on |
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Temporarily augment permissions to ensure approvers and see records needing review |
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Send instructions or additional information along with RDA work package |
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Recall a RDA |
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Filter out records already in review from subsequent disposition searches |
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Use Facets during RDA creation Process |
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Use the content filter during RDA creation and Review Process |
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Complete Audit of each Reviewer’s approval, rejection, and feedback |
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Ability to integrate LiveReport and WebReports directly into the RDA interface |
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Capture Notes and attachments for each RDA work package |
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Records Manager can force approve records |
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Report to Verify Approver’s Rights to ensure all approvers have ability to see records they need to approve |
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Modify Approvers for an active RDA |
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Automatically assign additional approvers based on classification |
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Auto-Process approved records when review process completes |
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Integrated transitory record review process |
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Approver/Reviewer Features WITH RDA for OpenText Content Server
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Approver Features |
with RDA |
Content Server RM |
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Approve/Reject one or more records at a time |
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Clean and easy to use interface |
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Request feedback on disposition of records |
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Filter out records already out for review from subsequent Disposition searches |
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“1 Click Approve” Records |
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5 Clicks |
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Use Facets during Review Process |
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Use the content filter during RDA creation and Review Process |
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Automatic Forwarding to next approver is Time period expires |
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Allow approvers to reassign work packages |
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Configurable Email Reminders to remind approvers of due date |
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View all metadata for each with out clicking around |
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RDA Features
Simplified Sign-Off
Simplified Dispositions
Simplified Review Process
Product Features
Traditional Purchase with Support
RDA is available as a traditional purchase or with term pricing (SaaS) and is based on production instance of OpenText Content Server.
What is SaaS Pricing?
Term pricing is a cost-effective approach to obtaining the use of software in an organization. A lower annual cost that flat-out purchase, and are “operating expenditures” rather than “capital expenditures”.
RDA Features
Simplified Sign-Off
Simplified Disposition Support
Simplified Review Process
Get a quote and start simplifying your RM today!
