Join Toni Saddler-French for an in-depth discussion in this video Generate a file plan report, part of Managing Records in SharePoint.
…A file plan report provides information about the structure, and…policies that are applied to a library, to it's folders, or to a record center.…Lets take a look at the file plan report for the documents library, for…the Inside KinetEco site.…We've set up some policies for this site, so lets take a look.…I'll click on Documents, and then click on Library, and then go to Library Settings.…I'll then click generate file plan report.…I'll click OK to have it saved to my shared documents folder,…then I can click to view it.…
The report provides information about the folders and the items in it,…the settings applied to the library, such as versioning or content approval.…I can see the source of retention schedules,…which is content types in this case.…I can also see whether, or not records declaration has been set up.…And then I can see each content type.…Whether or not it has a policy applied to it, and what the policy description is.…I can click Retention Details to get more information.…I can see each content type it has a policy applied to it.…
- 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.