Managing Records in SharePoint

with Toni Saddler-French
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Managing Records in SharePoint
Video duration: 0s 1h 0m Intermediate


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.

Topics include:
  • What is a record in SharePoint?
  • Defining your record-management needs
  • Planning for records management
  • Using content types with records
  • Managing records in place
  • Creating a Records Center
  • Troubleshooting tips
Web IT
SharePoint Office 365


- [Voiceover] 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 set up 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 the library where people are working on files, or in Records Center. Then I'll walk you through setting up both in-place records management in a Records Center and show you how to use both solutions together.

Finally, I'll show 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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