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
Records governance model
The guide frames records management as policy-driven governance: classification, declaration, retention, legal hold, disposition, audit evidence, and access controls applied across document types and business systems.
Records classification
Classify records by type, series, jurisdiction, business unit, owner, sensitivity, retention rule, and lifecycle state.
Retention policies
Configure retention based on event triggers, document type, jurisdiction, regulatory driver, or business rule.
Legal hold
Suspend disposition for records tied to litigation, investigation, audit, public access request, or regulatory inquiry.
Defensible disposition
Document the basis, authorization, execution, and audit trail for every disposition action.
Records lifecycle workflow
FormKiQ supports records governance from declaration through retention and disposition.
| Stage | How FormKiQ Supports It |
|---|---|
| Creation or capture | Capture records from users, workflows, APIs, and integrated business systems. |
| Classification and declaration | Apply record type, series, metadata, retention rule, and access category. |
| Active retention | Enforce access controls, retention periods, legal holds, and audit trails. |
| Review and disposition | Route eligible records through disposition review and approval. |
| Archive or destruction | Retain permanent records or dispose eligible records with defensible evidence. |
Automation and governance focus
Search and discovery
Use metadata and full-text search to support audits, legal discovery, FOI, compliance reviews, and operational retrieval.
Policy enforcement
Apply retention, legal hold, disposition, and access rules consistently across repositories and workflows.
AWS control
Keep records, encryption, audit logs, and data residency aligned to your cloud governance model.
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.
Read the in-depth guide
For a deeper walkthrough of records lifecycle, why records management on AWS matters, retention policies, legal hold, defensible disposition, standards, regulatory drivers, and deployment models, read the full guide.
