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.) for each record type (contract, application, etc.)
Then get into the technical implementation – see Ramiro’s reply.
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