Percipio Records Manager

RECORDS COMPLIANCE FOR SHAREPOINT
A Windows application specifically designed to ensure compliant, secure, and efficient records archiving and disposal within the Microsoft 365 (SharePoint) environment. ​
 
Percipio RM efficiently processes records that have been auto-classified, auto-appraised, and tagged with disposal policies, ensuring organisations maintain regulatory compliance while streamlining records management workflows.
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Genuine recordkeeping compliance

Provides effortless and streamlined records archiving and disposal across the Microsoft 365 platform.
Percipio RM ensures transparency, quality assurance, and ISO compliance with records management standards at every stage.

 Percipio RM provides a user-friendly, streamlined workflow for the Records Management team, ensuring transparency and quality assurance at every stage. It facilitates a controlled disposal process that fully adheres to international and Commonwealth recordkeeping standards.

Percipio features robust, built-in functionality for the seamless and controlled transfer of records into digital archives. It ensures compliance with archival standards, maintains data integrity, and streamlines the preservation of critical records for long-term accessibility and governance.

The Percipio Advantage

Manage-in-place Processing

Business users are not required to place records into specific libraries or folders for automated disposal.

Instead, records stay within the standard SharePoint environment, allowing users to leverage the full range of SharePoint functionality without disruption.

Tratment of Archives

Percipio facilitates the seamless conversion of permanent records into archival formats optimized for long-term digital preservation, ensuring compliance with industry and government standards.

It also enables the secure and structured transfer of records into a digital archive, preserving their integrity, authenticity, and accessibility for future reference and governance.

Significantly Lower Costs

Percipio significantly reduces the costs associated with records disposal by enabling efficient high-volume processing.

With no hidden repositories inflating storage costs, it ensures an efficient and cost-effective approach to managing records throughout their lifecycle.

Easy Administration

Percipio Records Manager offers a highly configurable and user-friendly platform, allowing organizations to effortlessly manage users, roles, and permissions with precision.

It provides robust backup and restore capabilities to ensure data security and business continuity while enabling automated email notifications for key actions, approvals, and alerts.

Persistent Metadata

Percipio provides verifiable proof of record existence and disposal, including documented approvals from senior management for disposal decisions.

It maintains a permanent record of disposal metadata, ensuring alignment with legislative compliance requirements.

Electronic Shredding

Percipio enables secure electronic shredding of record content upon disposal, ensuring complete data removal while preserving a metadata stub for auditability, compliance, and historical reference.

This approach safeguards regulatory integrity while maintaining a traceable record of the disposed content.

Comprehensive Reporting

Percipio provides comprehensive, real-time reporting capabilities, offering deep insights into records management activities.

It generates detailed reports on processed records, items under legal or business hold, and overall disposal trends, ensuring full visibility and compliance.

Comprehensive Reporting

Percipio provides comprehensive, real-time reporting capabilities, offering deep insights into records management activities.

It generates detailed reports on processed records, items under legal or business hold, and overall disposal trends, ensuring full visibility and compliance.

Controlled Disposal

Percipio offers a streamlined approval process for business owners, ensuring a controlled and transparent workflow with multiple go/no-go checkpoints; also enabling records to be resentenced in response to legislative or requirement changes.

Aggregation

Percipio facilitates the aggregated disposal of record collections based on defined properties, including case name, asset name, and employee name.

Legal and Business Hold

Percipio enables the application of legal and business holds on records, ensuring their protection from unauthorized disposal or premature destruction.

By enforcing strict retention controls, it safeguards records that are subject to legal proceedings, regulatory reviews, or business-critical needs, ensuring compliance and mitigating risk.

In built governance

Percipio offers robust role-based permissions for records processing and approvals, ensuring secure, controlled access tailored to organizational needs.

It allows for the configuration of access levels, whether public or restricted. Additionally, it maintains comprehensive audit trails and detailed disposal log files, providing full transparency, accountability, and compliance with regulatory standards.