Records Declarations

With a new records management strategy, often a challenge for records that are not formally being managed is the declaration of when something becomes a record. The optimal situation is for the system to “know” when something is a record and then have a way to execute the proper requirements on that record. Whenever possible, look to automate the declaration of a record. Following are a few strategies for the automated, semi-automated, and manual declaration with SharePoint’s records management capabilities.

Content types with associated workflows are the most flexible and likely to fit a specific requirement. The downside with this approach is that it is practical only when the declaration is something triggered in SharePoint, ...

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