Records Disposition Approval (RDA) Module - Cassia Content Management

Product Overview

Cassia Content Management, an OpenText SolEx Partner

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

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

Adding an RDA

Add an RDA

Records-Disposition Approval Admin

RDA Review Process Configure

RDA Ready for processing

RDA Metadata

RDA Disposition Review Page

RDA Disposition Review

RDA Features

Approve/Reject in Batches
Bulk Apply Holds/Updates
View Summary of Approvals
Custom Reporting
Unlimited Approvers
Slice & Dice Dispositions
Easy to Use Interface
Send Instructions to Users
Use Facets to Filter Records
Force Approve Records
Request Feedback
Configurable Emails
1 Click Approvals
Allow Approvers to Reassign

Download PDF

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.

Michelle

Manager, Records Management

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.

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.

Approve/Reject Records 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.

BULK Apply Holds or Updates

Simplified Review Process

View summary of every user's approval. Customize the disposition call to action (i.e. delete vs. archiving)

VIEW Summary of every user's approval

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.

CUSTOM Reporting

Records Management Features WITH RDA for OpenText Content Server

Records Management Features	with RDA	Content Server RM
Auto-assign approvers based on metadata
Reassign Approvers
Records Managers to view progress
Records Manager override approval state
More than 2 approvers		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
Transitory record notification add-on
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

Approver Features	with RDA	Content Server 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

RDA Features

Simplified Sign-Off
Simplified Dispositions
Simplified Review Process

Download PDF

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".

Get a quote and start simplifying your RM today!

Get Quote

RDA Features

Simplified Sign-Off
Simplified Disposition Support
Simplified Review Process

Download PDF