Records Management System

1.1. Features

1.1.1. Real-Time Monitoring and Tracking of incoming communications and applications

Communications Covered

  1. Internal
  2. External

Applications Covered:

 

  1. TSI Application
  2. No Pending Case
  3. AEP
  4. DO 174
  5. AEP Exclusion
  6. DO 174 Exemption
  7. Application for REAR
  8. Application for Supplemental Authority to Transact
  9. Application for Accreditation as Agent
  10. Application for Certificate of No Objection
  11. DILP
  12. GIP
  13. TUPAD
  14. SPES

 

1.1.2. Uploading documents of incoming communications and applications

The system allows for the encoding, storage, and organization of all incoming communications and applications. Key document management features include the ability to upload a variety of file types, and categorize documents efficiently. Users can also upload files such as PDFs and images. 

1.1.3. Masterlist tracking of records

Users can track the progress and status of communications and applications, ensuring that nothing gets lost or overlooked. The system provides real-time updates on document status.

 

The system features a robust search functionality, allowing users to quickly locate specific records using keywords, dates, or reference numbers. Search filters help narrow down search results, and frequently used search queries can be saved for easy access.

 
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