Chapter 16

Managing Records

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
  • How to use the archival approach
  • How to use In-Place Records Management
  • How to use records retention and disposition
  • How to use eDiscovery and holds

WROX.COM CODE DOWNLOADS FOR THIS CHAPTER

You can find the wrox.com code downloads for this chapter on the Download Code tab at www.wrox.com/remtitle.cgi?isbn=1118495896. The code is in the Chapter 16 download and individually named according to the names throughout the chapter.

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 2013 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.

GETTING STARTED WITH 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 ...

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