QRMS contains automated Closing and Roll over functions (i.e. to roll over your files each year and automatically produce files for the next year).

Closing is the process of entering a Close Date to indicate that no new information can be added.

In the QRMS system, you can enter Close Dates for individual Files\Volumes or you can use the Automatic Closing process to :

Close a group of Files based on a set of predefined criteria (i.e. all files, only those files in a certain range etc.)

and

Automatically open a new File and tag it for label printing.

Once you've closed a File, then the Retention Schedules will be applied to assist you in determining when the File can be moved to Offsite Storage or Destroyed. See Culling for more information.


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