This course walks through the end-to-end process of setting up records management in SharePoint. Toni Saddler-French will help you understand the importance of gathering key information and designing an effective plan, as well as show some additional resources for guidance and best practices. She then reviews the two key methods of record keeping in SharePoint: "in place" or through a dedicated Records Center. Toni also shows how to combine these two methods and build a custom solution for your organization. Finally, she'll demonstrate information-management policies and auditing logs, and provide some troubleshooting tips.
What is a record in SharePoint?
Defining your record-management needs
Planning for records management
Using content types with records
Managing records in place
Creating a Records Center