Join Toni Saddler-French for an in-depth discussion in this video Use in-place records management and a Records Center together, part of Managing Records in SharePoint.
…When you create policies that have multiple stages,…you can apply those stages to both in-place records, and…records that are stored in the record center.…You can also apply a different set of stages to the file before it…becomes a record, when it's essentially just a document, and…a different set of stages after it becomes declared as a record.…Let's take a look at the policy we already created for…the license agreements content type.…And look at its current two stages.…Let's scroll down.…And under Non Records, you can see that drafts will be…deleted three years after the file was last modified.…
The second stage is to declare the file as a record five years after it was created.…This records declaration happens in place.…And whatever the library file is currently located,…the file is not routed to a record center archive.…You'll also notice there are two sections, one called Non Records, and…the other called Records.…By default, these are set to apply the same stages to…the file regardless if whether it's a record or not.…
- 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.