Join Toni Saddler-French for an in-depth discussion in this video Define a multistage policy, part of Managing Records in SharePoint.
…So we've looked at applying policies to content types.…Now let's create a policy that has more than one stage.…I'm going to create a multi-stage policy for…a content type called License Agreements.…Let's go to Site Settings, and then I'll click on Site Content Types.…Then I'll scroll down to the License Agreement's Content Type,…and then click Information Management Policy Settings.…So, let's define a policy for this content type.…
I'll type the description for…Administrators, then a longer policy statement for end users.…Then I'll click enable retention, and then I'll add the first retention stage.…The first stage will be to delete the drafts three years…after the last modification of the file.…I'll click Modified.…Then I'll type in 3.…Then under Option, I'll choose Delete Previous Drafts.…
I'll have this stage repeat until the next stage is triggered.…Then I'll click OK.…So now we have the first stage.…Now, I'll add another stage.…This time, I'll have the document declared as a record five years after it…was created.…
- 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.