Engineering and product history.
Inventory the records that connect requirements, decisions, and changes. A specification may refer to a design decision, an issue, and a release. Identify which links and versions remain available.
Our software documentation article provides a record-by-record review framework.
Support and resolution history.
Distinguish internal troubleshooting procedures from customer conversations. Record whether investigations connect to verified fixes and updated help articles.
Read how to assess support tickets before treating a ticket count as a description of the archive.
Identify who can review the rights.
A copy stored in your system does not, by itself, establish ownership of its copyright under U.S. law. Identify employee, contractor, customer, and licensed contributions.
Separate your company’s internal work from client-owned deliverables. Flag source code and customer content for their own review.
Build a record inventory.
List the record category, date range, responsible team, connections to other records, and known restrictions. The inventory template gives your team a starting format.