How do I setup SharePoint so that Records Management is easy?

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In this webinar, learn tips and tricks for structuring SharePoint to play well for records management. We share configuration best practices and tips for SharePoint so that you’re setup for records management success.
Get the slides from our website: www.gravityunion.com/events/2022/07/spo-for-rm
Takeaways:
- Best practices on configuring SharePoint to enable records management
- Configuration tips and design patterns for SharePoint content types
- Governance guidance for SharePoint content types
Note: It doesn’t matter what platform you use for records management - this session applies to people who use Microsoft 365 Purview (previously called Microsoft 365 Compliance), or another tool such as Collabspace.
0:00 Introduction
3:08 Governance
8:53 Focus on the end user experience
9:54 Favour in-place records
11:39 Centralized and standardized configuration
19:32 Document libraries should serve a single purpose
26:11 Avoid folders
30:14 Design to minimize maintenance
33:55 Include RM input in design
34:33 Don't lift and shift
36:34 Auto classify everything
37:33 A note on very big buckets
41:46 Questions?

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Опубликовано:

21 июл 2022

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Комментарии : 6

@desireesmith4754 6 месяцев назад

I have been through a handful of SharePoint trainings and you are the first to mention that document libraries are intended for a signal type of content! This is super helpful and will help me to restructure our document control so that it is more user friendly and even easier to set up some of my automated workflows. I was trying very hard to merge content types thinking a document library was an overarching repository for documents.

@lihtnes29 Год назад

This is one of the best webinar on SharePoint Record Management & Document Management side.. Of all the SharePoint Online values, ECM or Record Management is probably the least interesting as against collaboration etc as there are not much of materials available on this.. Thanks for this and happy to know more on advanced concepts on these areas. I'm looking to prove SharePoint Online is a best fit for Document Management against OpenText and this video gave me lot of insights on it. Thanks again! Pl do share if you have any additional material on this.

@derricktruett6509 9 месяцев назад

So three points for clarification if I can get a response, how does moving a document with content type break record traceability as I thought the content type maintained the metadata within the document itself even to load in on a different library with content type. Also to confirm even with content types it sounds like the recommendation here is one content or document type to a library, is this correct? Also is it possible to get the meat of the document you use for SharePoint projects as a template to follow for our own? I see the slides are loaded and shared. Thanks

@walshie02 Год назад

This is quite eye opening, glad I found it. Thank you for the indepth content. You have a lot of information being shown in your slides but its hard to read (e.g. Deparmentment structure). Do you provide the slides anywhere?