Records & clerks
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Where did this record go? Tracing a record across systems
When an auditor, a resident or a records request asks what happened to one record, integrations are often a blind spot. How to trace a record by ID across every flow, without keeping its contents.
Read article →Court and citation data in integrations: handle with care
Citations, court dates and case records are useful to share, and easy to share wrongly. Cautions for integrations that touch them: sealed records, juveniles, identifiers, open data and what to log.
Read article →Approvals in automated flows
Some steps should wait for a person: publishing an agenda, releasing a payment file. How to add an approval to an automated flow without parking a copy of the data while it waits.
Read article →Filing agendas and minutes in Laserfiche automatically
Clerks publish agendas and minutes, then file them again in the records system. Here is how to file them automatically, in the right folder for each board, with meeting metadata attached.
Read article →Retention schedules for integration logs and run history
Integration platforms keep their own records: run history, activity logs and AI call logs. How to fit them into your retention schedule, choose periods, use legal holds and destroy them properly.
Read article →Public records requests and integration logs: what should be in them
Integration logs can quietly become records you have to search, review and produce. What tends to end up in them, how to keep them lean, and how to respond when a request names them.
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