Traceability
Records workflow review
Examine how records move from creation through review, retention, and retrieval.
Personnel, training, qualification, technique, equipment, and periodic review records often live in different systems. This service maps how a record is created, reviewed, approved, renewed, retrieved, and retired so that ownership and status are visible.
The result may include a record inventory, lifecycle map, naming and status rules, retrieval checks, and a practical improvement backlog. The work organises evidence; it does not make the underlying qualification or certification decision.
Follow the complete record lifecycle
Clarify who creates, reviews, corrects, stores, protects, retrieves, and disposes of each record type, and which system is authoritative at every stage.
Trace a representative record
Create
Identify source, author, required metadata, and initial validation.
Review and correct
Confirm authority, versioning, change reason, and retained history.
Store and retrieve
Test permissions, indexing, availability, backup, and retrieval context.
Retain or dispose
Apply only approved policy and preserve evidence of the authorised decision.
Will the review set a retention period?
No. It can document the workflow, while retention requires approved legal and organisational policy.
Can electronic and paper records be considered together?
Yes, when their sources, controls, relationships, and authoritative status are clear.