If a case is ever filed against your company, you will be instructed by the court to place certain types of files on hold to ensure that any evidence that can be used for or against you is not destroyed while litigation is underway.
- [Instructor] If a case is ever filed…against your company, you'll be instructed…by the court to place certain types…of files on hold to ensure that any evidence…that can be used for or against you is not…destroyed while litigation is under way.…If you have records that are set for destruction,…SharePoint has a way for you to apply a hold…so that they do not expire.…SharePoint does that by blanking out the expiration date.…Without an expiration date, they're not destroyed…until that hold is released.…
To get to the holds list, you go to Site settings,…scroll down and click Holds.…You can create a new item,…and you'll use whatever case number…or naming convention you have in your company.…Probably good to give it a description.…And you'll assign a person in the organization…to manage it, click Save.…Because the holds list is a separate container,…you can secure it differently by going…into the List settings and changing…the permissions for this list.…
In this way, SharePoint makes it easy…for you to allow your legal team…
Author
Tiffany Songvilay
Released
11/16/2016Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
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- Explain how to handle records pending destruction.
- Describe how to write an information management policy.
- Cite how to add content types to libraries.
- Summarize the appropriate use of security folders.
- Cite the circumstances in which you would create an event date site column.
- Recall how to add users to a holds list.
- Explain how to disable in-place holds.
- Summarize how to export search results.
Skill Level Intermediate
Duration
Views
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Introduction
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Welcome46s
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1. Compliance in SharePoint
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Declare an immutable record2m 18s
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Apply a hold to a record3m 20s
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Run a deleted items report2m 20s
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Track vital records2m 32s
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2. Build a Record Center
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Active and inactive records2m 54s
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Create term sets2m 12s
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Publish content types1m 7s
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Create site columns1m 35s
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Create content types1m 41s
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Write a site policy2m 1s
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3. Record Library Creation
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Create a record library1m 52s
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Create retention folders2m 29s
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Create security folders2m 16s
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4. Route to Record Center
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Create a send to location3m 16s
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5. Holds
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Create a hold1m 19s
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View records on hold1m 17s
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Release a hold1m 8s
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Add users to a holds list1m 18s
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6. eDiscovery
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Create a case2m 22s
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Export search results1m 30s
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Conclusion
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Next steps38s
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Video: Create a hold