Define the source systems, date ranges, report types and associated files included in the archive. Your reviewers check the results against representative source material, including the relationships and details staff need to use the records.
Your data
Keep the records useful beyond the system change.
Know which records the archive contains, where it runs and how staff will keep accessing them. Establish those answers before the old application retires.
Know which history is retained.
Keep the archive in an environment you choose.
LiftShift Records runs in your organization’s environment or with an approved partner such as your software vendor. Continued access depends on that environment remaining available. Assign the operating owner and review the hosting responsibilities before production.
Hosting and access responsibilitiesKeep reports and supporting files connected.
Staff can open reports, follow related records and produce PDFs. Photos, scans and documents stay associated with the records they explain within the agreed coverage. Discovery establishes where those files live and any storage dependencies that need to remain in place.
Plan for read-only continuation.
The licensing approach provides continued read-only access to retained records after an active subscription ends, subject to the applicable license and continued operation of the hosting environment. Confirm the included functions, support, updates and integration provisions in the agreement.
Next step
Discuss your records project.
Discuss the records you need to retain, where the archive will run and the access terms you want to understand.