Invenias Power BI: People Record Management Entries View

The People Record Management Entries View in PowerBI is a strategically designed view to efficiently manage and display record management entries associated with individuals in our executive search software.

What It Does

• Comprehensive Record Management Tracking: Record management entries are presented in a systematic and organized manner, ensuring easy access to all relevant information.

• Integration of Person and Record Management Data: People are linked (through PersonId) with their corresponding record management entries, providing the user with a comprehensive look on how the system manages each person's data.

• Detailed Historical Context: The date each record management entry was created is included, offering valuable historical insights and aiding in audit trails and data lineage tracking.

• Enhanced Data Clarity with Descriptive Fields: The FileAs field provides descriptive names for record management group list entries, enhancing the understanding and readability of your data.

Columns

This view returns the following columns:

Column Name	Column Type	Description	Joins To
RecordManagementGroupListEntryId	Guid	The unique identifier for each record management group list entry.	N/A
RecordManagementGroupIdString	Guid	The identifier for the record management group associated with the entry.	RecordManagementGroupsView
PersonId	Guid	The unique identifier for each person associated with the record management entry.	PeopleView
FileAs	String	A descriptive name for the record management group list entry.	N/A
CreatorId	Guid	The identifier of the user who created the record management entry.	UserInformationView
DateCreated	DateTime	The date and time when the record management entry was created, formatted as datetime.	N/A