Chapter 10. Searching Records and Running Audits
In this chapter, we will see one of the biggest benefits of using an Electronic Records Management (ERM) system, namely, Search. When using a traditional paper-based records management system, finding records with any criteria other than the filing structure enforced by the File Plan is very difficult and time consuming.
Search is an excellent complement to the capabilities provided by the File Plan. Search improves the accuracy of locating important records and it is a necessary tool for being able to respond to legal and e-Discovery requests in a timely way.
In this chapter, we will now describe:
How to perform basic and complex searches using the Records Search page
How to create and use saved searches
How to audit the actions and events that have occurred in the records system