Hi there,
My company want to implement Records Management for the whole company using Sharepoint. Non of us know where to start. I need help with the best possible acceptable ways of structuring Records Management. I need advice on the or even reference to a place where I can read more on the how to structure Reconds Management hierachy. We are using sharepoint 2010.
Thanks and Regards
Pumie
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Business requirements first…
- Pick a business area or set of related processes to focus on
- Identify the documents that are considered business records
- Identify when the documents become actual business records (creation, execution date, etc.)
- Identify the retention schedule (execution + 7 years, termination + 3 years, etc.)Â for each record type (contract, application, etc.)
Then get into the technical implementation – see Ramiro’s reply.
Hi Pumie,
I’m on the same point. I’m looking for some information about Records and Document Management with SharePoint.
I’m gonna leave you some links that helped me to understand more about this topic:
SharePoint 2013 Enterprise Content Management walkthrough: http://www.microsoft.com/resources/technet/en-us/office/media/video/video.html?cid=stc&from=mscomstc&VideoID=8fe7aa4c-cfd9-4fcf-9bcf-b5ca8e1e08d8
6 Ways Document Management and Records Management Differ:
http://www.cmswire.com/cms/document-management/6-ways-document-management-and-records-management-differ-006454.php
What’s the difference between a document center and a records center?:
http://sharepoint.stackexchange.com/questions/21926/whats-the-difference-between-a-document-center-and-a-records-center
1106 Creating a Document Center (watch all related videos):
http://www.youtube.com/watch?v=Q1r6m9h45tg
1108 Defining information management policy (watch all related videos):
http://www.youtube.com/watch?v=qBMlxchgWAI
Hope it helps.
R.
