Beginning SharePoint® 2010: Building Business Solutions with SharePoint

Chapter 14. Records Management

WHAT YOU WILL LEARN IN THIS CHAPTER:

• The essential components of a records management solution

• How to create a file plan

• How to create a classification plan

• About records declaration

  • Using the archival approach

  • Using the in-place records approach

• How to use records retention and disposition

• How to use holds

As the amount of paper and digital information continues to increase within our organizations, the effective retention, organization, and disposal of this information becomes more and more critical. Records management is becoming a larger area of focus for many organizations today. SharePoint Server 2010 provides multiple features to assist organizations with their records management requirements whether they are just getting started or have a highly defined and well-governed records management practice.

WHAT IS RECORDS MANAGEMENT?

Records management is the practice of organizing and maintaining documents within an organization based on a series of predetermined rules. These rules control things such as where files are stored, how long they are retained, how they should be disposed of, and who is responsible for these files. An organization may practice records management for either operational or regulatory purposes. This chapter will provide you with a greater insight into the activities that are related to implementing a records management solution within your organization.

Getting Started with Records Management

If you are new to records management, you ...