Microsoft® SharePoint® Server 2010 Bible

Chapter 12. Implementing Records Management

IN THIS CHAPTER

• Planning for records management

• Creating file plans and policies

• Implementing a records repository site and file plan

• Suspending record disposition with holds

• Managing a records management program

Records management is an extremely important activity for companies and organizations and is often overlooked by management. Unfortunately, it is only after a legal dispute that includes discovery of damaging e-mails and documents that this discipline is taken seriously.

In addition to the day-to-day management of documents and e-mails, the compliance landscape is becoming more difficult to navigate and the risks associated with noncompliance are becoming more costly. With the mounting numbers of federal, state, and international laws and regulations being mandated, organizations are placing more focus on their compliance infrastructure and the risks of incorrectly managing the associated documentation.

This chapter discusses the planning and implementation of a records management solution using SharePoint Server 2010. It combines collaboration, document management, content management, and records management into one elegant and integrated package.

Planning for Records Management

Definitions abound, and in that spirit I submit yet another: records management is the systematic control of all organizational records during the various stages of their life cycle — from their creation or receipt, through their processing, distribution, maintenance, ...