Can SharePoint be used for records management?

SharePoint Server includes features that can help organizations implement integrated records management systems and processes.

How do I create a SharePoint record Center?

Create a content type for document routing to a Records Center

  1. Navigate to the top-level site in the SharePoint site collection and select Site settings from the Settings menu.
  2. Go to Site Content Types page and click Create.

What is in place records management in SharePoint?

The SharePoint in place model refers to a mixed content approach where both records and non-records can be managed in the same location (an EDMS with RM capability): Managing records ‘in place’ also enables these records to be part of a collaborative workspace, living alongside other documents you are working on.

How do you create a records management system?

Five steps to developing a total records management system

  1. Develop a classification and retention schedule.
  2. Purge unneeded documents.
  3. Revisit your filing infrastructure.
  4. Convert files for added efficiency and economy.
  5. Install records management software.

How do I create a records management plan?

Creating a File Plan

  1. Step 1: Plan the Project. Before creating a file plan, consider the people and resources that will be required:
  2. Step 2: Gather Information. Begin by gathering together information about the office and the records it manages.
  3. Step 3: Create an Inventory of Records.

How do you create a record manager?

8 Steps For An Effective Records Management Program

  1. Step 1: Complete inventory of all records.
  2. Step 2: Determine who is going to manage the process and records.
  3. Step 3: Develop a records retention and destruction schedule.
  4. Step 4: Determine the best way to store and manage your records.

Is SharePoint good for documentation?

SharePoint is one of the fastest document management systems available. Once it is successfully implemented, it saves a lot of time for the companies using them. As a Document Management System, it makes it easier to share, manage, change and find documentation.

How do I declare a document as a record in SharePoint online?

Declaring record can be done manually on list items and on files in document libraries….Define the restrictions

  1. Click on the settings gear and then on Site settings.
  2. Click on the link ‘Record declaration settings’ in the group Site Collection Administration.
  3. Make the settings you prefer.

What are the types of records management systems?

Some such popular document management system examples are WordPress, Drupal, and Joomla. Records Management Systems – These systems are designed to maintain records and make them easily retrievable, mostly used by regulated industries such as healthcare, legal, and government agencies.