Annual records review to kept, held and deleted files
We take off your hands: sorting what to keep for claims, deleting personal data on time, tidying the shared drive and finding overshared files.
You get: a register of deeds and warranties with end dates, protected project records, deletions for your data protection lead and overshared files for your IT manager.
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The problem
We keep everything forever on a messy drive, yet can never find the one file we need for a claim.
How the steps join up
It starts when: the annual records review falls due, or a storage, SharePoint or Copilot project starts.
Keep a register of deeds, warranties and bonds and when each one ends
Keep project records for Building Safety Act claim periods
Apply the records retention schedule and delete personal data on time
Your team checks and decides at this step.
Clear duplicates, old versions and old personal data off the shared drive
Find overshared files in SharePoint and Teams before switching on Copilot
Your team checks and decides at this step.
What you end up with: Records the company must keep for long liability periods are protected, personal data past its date is deleted, the shared drive is tidy and nothing is overshared.
Who signs it off: Your data protection lead approves deletions and your IT manager approves permission changes.
What it needs to work
- A written retention schedule
- A list of deeds and warranties given
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Main contractors
- Specialist subcontractors
- Developers and housebuilders
- Surveyors and cost consultants
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?