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This course walks through the end-to-end process of setting up records management in SharePoint. Toni Saddler-French will help you understand the importance of gathering key information and designing an effective plan, as well as show some additional resources for guidance and best practices. She then reviews the two key methods of record keeping in SharePoint: "in place" or through a dedicated Records Center. Toni also shows how to combine these two methods and build a custom solution for your organization. Finally, she'll demonstrate information-management policies and auditing logs, and provide some troubleshooting tips.
Hi, I'm Toni Saddler-French, and welcome to Managing Records in SharePoint. In this course we'll look at different ways to manage records in SharePoint and how to setup a solution for your organization. I'll start by showing you some key concepts and planning considerations, as well as more resources to explore. Next, I'll show you the two key ways you can manage records, either in place, such as a library where people are working on files, or in a record center.
Then I'll walk you through setting up both in place record demanagement in the record center and show you how to use both solutions together. Finally, I'll share related features like information management policies and auditing. We'll cover these, plus many other tools and techniques. So let's get started with Managing Records in SharePoint.
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