You may be asked to give the legal team a list of all records currently on hold. Because SharePoint clears out the expiration date for items on hold, it’s easy to filter your list of records.
- [Instructor] You may be asked to give…the legal team a list of all the records…that you currently have on hold in the Records Center.…SharePoint makes this easy because when…you apply a hold, it clears out the expiration…date for items, and that makes it easy…to filter your records list.…Let's click our the Records Library,…and go create a new custom view.…Click on the ellipses, click Create View.…I'm going to model it after all documents…and just name it On Hold.…I'm going to scroll down to the filter,…and I'm going to say only show me items…when the expiration date…is equal to blank,…so I won't type anything into that field below is equal to.…
Scroll all the way down, click OK.…And now you see how you have these…records here with no expiration date.…Let me look at the All Documents again so you can see.…All Documents have an expiration date,…On hold, no expiration date.…SharePoint clears out the expiration date field…when a record is placed on hold.…This makes it easy to create a custom view…to quickly see which records are currently on hold.…
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.
- Declaring immutable records
- Assigning unique permissions
- Auditing records
- Destroying records
- Building a records center
- Creating a record library
- Routing records to the records center
- Putting records on hold
- Using an eDiscovery site collection
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: View records on hold