The Home Page

When you log in to Versatile Corporate-Wide Access, the home page is displayed. Your administrator might have configured a company-specific message to appear.

The home page lists options that vary according to your access rights. Following is a brief description of all  possible options. After selecting an option from the home page, the same options are listed in the top bar of the application.

 

Research

The Research option is used to search the citations in the Versatile Retention database to find the retention requirements for the various record titles retained by the organization.

List Schedules

The List Schedules option on the home page (or Schedules in the navigation bar) is used to view your records retention schedule online. In Versatile Corporate-Wide Access, the records retention schedule contains schedule titles. A schedule title may be thought of as a “record title” or “record series.” A single schedule title defines a record or group of similar or related records that have the same retention requirements. From Schedules, you can add requests for changes to the schedule.

Search Schedules

The Search Schedules option is used to access a specific schedule or set of schedules based on selected or entered criteria. Primary options are used to search standard field information, and user defined field values may be used as well.  

Interviews

The Interviews option is used to view data saved as record titles. This information may be gathered from interviews with employees in various roles within the organization. Information, such as the interviewee’s name, business requirements, and interview notes can be viewed.

Change Requests

The Change Requests option is used to view requests for changes to the corporate records retention schedule. Users with access rights can also add change requests from this page. Pending change requests may be viewed and authorized by all users who are designated as “authorizers” for the business function, country, or schedule under which the request was added, or by any user with a job title marked as an “authorizer.”

Messages

The Messages option is used to view messages that have been sent to authorizers to keep them informed of pending changes to schedule titles. From this menu item, an authorizer can go to the associated change request and authorize it, if desired.

If any unread messages have been sent to you via the Messages feature, the number is displayed in the lower left side of the Messages icon in the navigation bar: click the icon to open the Messages page.

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