The new Construction Viz records management feature of our construction form apps builds on Microsoft 365 and SharePoint to add capabilities optimized for construction project management. Read on to learn more.
Construction organizations generate a significant amount of information on projects. Everything from documents to construction forms is collected, organized, reviewed, and stored day-to-day. Once final, all these various materials need to turn into records.
Microsoft defines a record as follows:
“A record is a document or other electronic or physical entity in an organization that serves as evidence of an activity or transaction performed by the organization and requires retention for some time period.”
Organizations typically preserve records for legal reasons. Having effective records management functionality built into your construction project management solution is critical to meeting compliance and regulatory requirements and avoiding offline workarounds.
Microsoft 365 and SharePoint Online includes robust records management functionality by default, allowing the ability to manage the entire lifecycle of files. You can set up information management policy workflows to convert files into non-editable records based on retention codes. The same workflows can determine when files have met the retention schedules and dispose of those records. You can find out more about SharePoint Online records management here.
How the Construction Viz records management feature streamlines compliance
Since Construction Viz deploys into Microsoft 365 SharePoint Online, you can already leverage SharePoint's default records retention for any documents generated in our platform. The new records management feature that we've added to our Construction Viz form apps complements SharePoint by enhancing its record retention functionality for construction projects. Creating a record is simple with our tool's “Create a Record” option which makes a form read-only and restricts edits to only system admins. Construction Viz captures when a user converts a form to a record to meet compliance requirements and provide additional reporting.
Microsoft 365 SharePoint Online records management can help you manage your construction records. Find out how Construction Viz extends the capability of Microsoft 365 to manage all of your construction project records here.