FormKiQ's Records Management solution provides the classification, retention scheduling, legal hold, and disposition workflow that organizations need to manage records in compliance with regulatory and legal requirements. Retention schedules can be configured by record type, jurisdiction, and business unit, with disposition workflows that produce defensible audit evidence.
What Records Management covers
Implement retention, legal hold, defensible disposition, and compliant lifecycle policies across your governed records program.
- Configurable retention schedules by record type, jurisdiction, and business unit
- Legal hold capability that suspends disposition for records subject to litigation or regulatory inquiry
- Disposition workflows with defensible audit evidence — documenting the basis, authorization, and execution of every disposition action
- Classification and metadata schemas that support records declaration and series management
- Access controls enforced at the record level, with full audit trails for every interaction
- Integration with existing business systems to capture records at the point of creation through Integration Framework modules
Recommended platform configuration
Edition
FormKiQ Enterprise for formal retention, hold, and defensible disposition controls
Modules commonly used
Enhanced Full-Text Search, AI Processing and Analysis
Common fits: corporate records programs, government and public sector records management, regulated industry compliance programs, and any organization with formal records retention obligations.