Policy Center Solution Support
How It Works
Our Policy Center Solution is the industry’s first subscription-based international retention research product. You receive high-quality research compiled by top retention experts around the globe. That retention data is carefully reviewed and curated by our in-house legal team and delivered digitally to you through the Policy Center solution.
How it works
Global Research Service and Policy Center Solution are two components comprising our retention schedule platform. These two components operate together in building, publishing and maintaining record retention schedules. Access to the retention schedule platform is enabled via subscription to our software-as-a-service offering that operates in the cloud, known as Policy Center Solution. Global Research Service, also available as a subscription service, provides a database of global citation information that is continually reviewed and updated. These changes are communicated to subscribers in a variety of ways so that retention schedules can be kept up to date. The platform has four editions, differentiated by value based functionality.
This is designed for customers looking for a ready-made retention schedule that covers the basic functions of business. With this edition you'll receive a Corporate Function Schedule that includes suggested record classes and retention rules for a country that are updated annually. The retention schedule can be viewed using simple web-based software. This edition is available as a subscription service, billed monthly.
This is designed for customers looking for a ready-made record retention schedule that covers the functions of business associated with the industry in which they operate. With this edition you'll receive an industry based retention schedule that includes suggested record classes and retention rules for a country that are updated annually. The retention schedule can be viewed and edited using simple web-based software. This edition is available as a subscription service, billed monthly.
This is designed for customers looking for a ready-made record retention schedule that covers the functions of business associated with multiple industries and\or multiple countries. With this edition you'll receive a retention schedule that includes suggested record classes and retention rules for one or more industries and one or more countries (subject to restrictions) that are updated annually. The retention schedule can be viewed and extensively edited using web-based software with advanced functionality. This edition is billed annually.
This is designed for customers who require a custom record retention schedule to address the specifics of their business on a global basis. With this edition you'll have an expert system to create, publish and maintain a customized record retention schedule. The Enterprise edition supports unlimited jurisdictions and full access to citation information within the scope of the subscription. Citations are continually reviewed and updated, with changes being communicated on an ongoing basis. The Enterprise edition accommodates demanding implementation scenarios using Custom Views, Snapshots, IG Portals, language translations and system to system connectivity via API's. This edition is billed annually.
A Ready-Made Record Retention Schedule is a pre-built, turnkey, off the shelf records retention schedule that has a pre-defined taxonomy of record classes with country based retention suggestions. The record class taxonomy is based on proven practices from our extensive experience building retention schedules. Record classes include name, code, record examples and other descriptive information. Retention suggestions are derived from Iron Mountain's Legal Research Service which contains a database of curated citations that are managed by a global network of legal experts. The end result is a cost effective, easy to use prepackaged retention schedule that can be used immediately.
A Corporate Function Schedule is a record retention schedule that covers basic corporate business activities such as human resources, tax, legal, sales and marketing, etc. The Corporate Function Schedule is a great way to start building a sound records management program which can then be further refined using an industry specific schedule that addresses core business activities.
An annual update is a service included with a Standard Edition subscription. It occurs once every 12 months according to our publishing calendar for Ready-Made Retention Schedules. The update effectively supersedes the previous version and may include changes to record classes and retention suggestions. Changes to retention suggestions are based on any changes to the body of citations that are relevant for the Ready-Made Retention Schedule.
The Policy Center Solution is a web-based application which requires either Internet Explorer or Google Chrome to run. In rare cases, accessibility may be affected by the way a browser is configured on a device. Browser compatibility can be tested using the link below.
|Operating System||Windows XP and Above|
|Processor||2 GB and above|
|RAM||1 GB and above|
|Screen Resolution||SVGA (1280 x 960) or greater|
|Internet Connection||DSL or Broadband|
|Browser||Internet Explorer (v. 7 - 11) and Latest Release of Google Chrome|
|Other Software||Microsoft Excel|
|Additional Requirements||HTTPS Enabled in the Browser
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