WORKSPACE CONCEPT

Documents & Records

Every document that matters, verified, versioned, and shouting before it expires.

Documents & Records
4Example roles
5Connected workspaces

A QUESTION THIS WORKSPACE CAN SUPPORT

“Which documents expire in the next 30 days?”

AUTHORITY IN CONTEXT

The right scope
for each person.

Example roleScope
IndividualOwn documents and upload requests
Records officerAll documents, verification and retention
Compliance officerStatutory documents and expiry risk
DirectorDocumentation completeness by entity

QUESTIONS THAT MOVE WORK

Ask in the language
of your operation.

Which documents expire in the next 30 days?

Who has not uploaded their required documents?

Show me the verification status across the plant.

These are example questions. A connected deployment uses your records, permitted models and access rules.

WHAT TO SCOPE

Give the workspace
a clear job to do.

Select the capabilities your SOP needs. Availability, integrations and the boundary between preparation and execution are confirmed during scoping.

01 / CAPABILITY TO SCOPE

Central repository for identity, qualification, contract, licence and statutory documents

02 / CAPABILITY TO SCOPE

Verification workflow from pending through approved, rejected or expired with sign-off recorded

03 / CAPABILITY TO SCOPE

Expiry tracking with automated renewal alerts, critical for visa, licence and certification dependencies

04 / CAPABILITY TO SCOPE

Version control so the current version is unambiguous and superseded versions remain retrievable

05 / CAPABILITY TO SCOPE

Retention schedules applied automatically with defensible disposal

06 / CAPABILITY TO SCOPE

Bulk document requests and self-upload so chasing individuals is not a person’s job

CANDIDATE CONNECTIONS

The tools you use.
The context they hold.

Confirm the records to read, the actions to permit and the systems that remain the source of truth.

UBIQ HRMSOneDrive / SharePointGoogle DriveDocuSignWhatsApp

Illustrative integration options from the DaffyOS catalogue. Compatibility and credentials are checked for your environment.

Explore deployment boundaries

IN YOUR INDUSTRY

A familiar workspace.
A different operating context.

START WITH ONE WORKFLOW

One SOP today.
A more connected company tomorrow.

Bring us the process, the people and the exceptions. We’ll map the first proof of value.

Let’s put Daffy to work

THE SAME DAFFY. THE SAME CONTEXT.

Ask Daffy

An interactive product demonstration with example records.