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Managing Records in SharePoint

Course Summary

Learn how to manage your organization's records in SharePoint: "in place" in an existing site or through a dedicated Records Center site.

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    Course Syllabus

    •  Introduction
    • Welcome
    • What you should know before watching this course
    • 1. Getting Started with Records Management
    • Working with records in SharePoint
    • Learning how to manage records
    • 2. Plan for Records Management
    • Planning your records-management strategy
    • Introduction to information policies in SharePoint
    • 3. In-Place Records Managment
    • Setting up in-place records management
    • Changing default settings for in-place records management
    • Applying in-place records management through a policy
    • 4. Setting Up a Records Center
    • Create a Records Center
    • Adding content types, libraries, and folders to manage records
    • Set up and configure the Content Organizer
    • Configure Send To connections for the Content Organizer
    • 5. Set Up a Multistage Records-Management Solution
    • Define a multistage policy
    • Use in-place records management and a Records Center together
    • 6. More Ways to Work with Records Management and Policies
    • Audit actions on files and libraries
    • Generate a file plan report
    • Create and work with site policies
    • 7. Troubleshooting Your Solution
    • Troubleshooting: Declare Records is not available in a library
    • Troubleshooting: Content Organizer is not available
    • Troubleshooting: Short-term records declaration isn't working
    • Conclusion
    • Next steps and resources

Course Fee:
USD 25

Course Type:


Course Status:



1 - 2 hours / week

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