Files and evidence
A readable case report and a recovery backup solve different problems
A coordinator may need a short case record for discussion: the accepted instruction, agreed date, changes and unresolved questions. A developer restoring a lost workspace needs much more, including the relationships between records and the attachment contents.
Those are different outputs. A PDF is convenient to read or retain as a snapshot. A spreadsheet helps filter a group of cases. Neither necessarily contains everything required to rebuild the workspace. Conversely, a complete recovery file may be unsuitable for ordinary correspondence because it contains more data than the recipient needs.
A useful exit arrangement identifies what each organisation receives, in which format and for what purpose. It should distinguish a case report from a full export and explain how attachments are supplied. Access and retention responsibilities also continue after an account closes; a download button alone does not settle them.
ConnectDent’s local demonstration provides readable reports and ordinary spreadsheet exports separately from its complete JSON recovery file. The recovery route is tested with sample case records and example attachments. That local result does not establish a hosted backup service.
For a buyer, the practical question is whether the selected service can return an understandable, permitted record of the work. For the delivery team, the additional question is whether a complete restoration can be reproduced under the agreed operating conditions.
Related reading
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