Use Quick View to edit the date field that trigers the transfer of records from our department site into the records repository.
- Today is the big day.…Today is the day that we finally are…going to transfer documents from our…project collaboration site, or our…finance collaboration site, into…our records center, so to do that…we need to be able to view the event date,…and then I'll show you how to do a quick edit.…I'm going to come into my documents library…and I'm going to modify the view.…I'm going to come down to the bottom,…and in this particular case I'm just…going to modify All Documents here.…
I'm going to choose Record Event Date…and click OK.…So now I can see here in the document…library, and then assuming that I have content…types associated with these documents that will…transfer over to the records center, then all…I have to do is fill in a record event date.…In this case, I need to change this content…type, so I'm going to edit this…and edit All,…and I'm going to choose instead of Document…I'm going to choose that Policy Procedure.…
I could just do the record event date here…if I was just doing one of them, but again…I want to show you how to do this in bulk.…
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.
The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
- 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: Edit an event date in Quick Edit view