Join Toni Saddler-French for an in-depth discussion in this video Applying in-place records management through a policy, part of Managing Records in SharePoint.
…So we've seen how to set up in place records management so…that people can manually declare items as records.…But there may be times where you don't want people to declare the items…as records.…And you only want that setting to managed through policy.…We can do that through site settings.…I'll go to record declaration settings.…You can see that under the declaration roles, it's currently set to all list…contributors and administrators, basically anyone who can edit or administer a file.…I'll change that to only policy actions.…I'll also do the same for the undeclaring of a record.…
And I'll click okay.…So this policy is been set up at the library level and let's take a look at it.…I'll go to library settings and then the information management policy settings.…This statement of word content type has a policy associated with it,…that declares it as a record.…So let's see where the statement of word content type is located.…I go back to site settings.…Must look at site content types.…Under the document content types,…
- List three benefits of treating content as a record.
- Plan an effective records management strategy by gathering information from stakeholders.
- Organize a Records Center by creating content types.
- Define a multistage policy.
- Use site policies to manage large volumes of SharePoint sites.
- Explain troubleshooting solutions for common problems.