PMG makes Records Management a breeze
Keep your records in order

Welcome to Part 3 of our PMG Record series! If you’ve missed the first two, please see Part 1 & Part 2 to get caught up. The previous newsletters introduced us to the concept of Records and how to create them. Now we’d like to provide an overview of the management of said records.

Records Management focuses on permissions for different levels of access for employees. You don’t want just anyone off the proverbial street managing your records! We made sure that you can customize employee permissions to suit your needs and even created a set of workflow actions to allow full management of records as you see fit.

As stated before, PMG offers many levels of access to the Records UI. System Administrators, of course, have unlimited access to create, read, update, and delete records. And for those non-admin types, they’ll need to be granted the Records Designer rights via User and Group Rights.

Also, please note that Record Designers can only create new collections by default. To manage a collection they did not create, they’ll need to be granted permissions to those on a case-by-case basis.

Next, let’s talk about how a “plain Jane” user can make edits to a Record collection. For these folks, there’s no method to allow access via the Records UI – but we didn’t forget about them! This is where the power of the workflow engine comes in.

We’ve added a full suite of new actions that allow interaction with Records via workflow, which means tailored business solutions composed of PMG Apps, Forms, or even 3rd party systems are all easy to create. You can perform the whole range of CRUD capabilities with no code required in a workflow.

*Note that Records requires MongoDB. Please contact PMG for more information if needed.

Stay tuned for Part 4! ?