Records

The day's work, and the record it leaves.

Every officer starts from their own in-tray. Reports keep themselves current, documents file themselves where they belong, and every change is kept with its reason.

01 · My Work

Start every day knowing what's next.

Each role opens to its own workspace: an in-tray in order of when things are due, the working week, and the widgets that matter for that job.

  • A note with a due date becomes a task in someone's in-tray
  • The bell only tells you about things that concern you
  • One workspace per role, set up by your office
Mon19
Tue20
Wed21
Thu22
Fri23
In-trayCompliance officer
Second check on the findingsCASE-2026-0006
Late
Ask for the bank statementsA note, given a due date
Due today
Review the exclusionEX-2026-0412
Thu
02 · Reports and widgets

Ask once, keep watching.

Run a ready-made report or build your own without code. Long reports run in the background while you work. Pin any report, or an answer from Insight, as a live widget.

  • A library of reports for every area
  • Widgets that update themselves
  • Shared with colleagues, each seeing only what their role allows
03 · Documents

The record keeps itself.

What licensees send is filed on their application and their file. What you issue is kept exactly as issued, on your letterhead. Your own library keeps its versions, and Insight can quote from it.

  • Scanned pages, Word and Excel files searchable by their words
  • A re-issued document is marked as a copy
  • Kept for as long as your rules say, with legal holds
ReceivedIssuedLibrary
Audited accountsAPP-2026-0015 · scanned, searchable3 pages
Bank statementsFollowed the application in laterLegal hold
Ownership chartFiled on the licensee tooExcel
History
Owner changed
Licensing officer → Compliance officer
By a senior officer · Tue 20
Changed directly
Due date moved outside the usual steps
Reason given: "The licensee asked for more time in writing."
Reminder sent
By the system, on schedule
System · Mon 19
Findings checked
Second officer agreed
Fri 16
04 · Audit trail

A record you can stand behind.

Every record shows what changed, before and after, who changed it, and when. Anything done outside the usual steps has to say why. One audit trail brings it all together.

  • Changes by people and by the system, side by side
  • Reasons for every correction and direct change
  • Changes, activity and record keeping in one audit trail
See a day in your office, on iRegulate.AI.A walk-through with your own roles and in-trays.
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Explainer video ·
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