#ISCLondon – Building and Using SharePoint Friendly File Plans
Records Management 1. What is a File Plan? Document Types (functional, less formal than Content Types) Retention Periods Retention Actions Role Assignments Can be a plain List in NotePad, Visio, Excel or InfoPath Goals #1 File Plan Goal: Retention #2 File Plan Goal: Classification Challenges #1 File Plan Challenges: Size 2. Automation Build plan in … Read more