The Data Management Module - The Overview Tab
Introduction to the Data Management Module
The Data Management Module gives you direct control over your organization's data lifecycle. Use it to create and manage data retention policies that match your specific needs.
The Overview Tab
The Overview tab acts as a real-time dashboard, providing key insights into your organization. It gives you a clear and immediate count of:
Your total number of locations
The total number of people in your system
How many of those individuals are active Clevr users
The total number of records
Analyzing Form Activity
The Records tile provides a detailed breakdown of form usage across your organization, allowing you to see which forms are most active.
From the Overview screen, click the Records tile. You will see a list of every form with the following details:
The number of people associated with each form
The total number of records for each form
A clear view of the form's active or inactive status
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