#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

#1 File Plan Goal: Retention
#2 File Plan Goal: Classification

#1 File Plan Challenges: Size

2. Automation

  1. Build plan in InfoPath -> nice interface, DataSet in xml
  2. Store plan in SharePoint -> central location, versioning
  3. Use Workflows for approval -> automation

– automatically create Web Application
– automatically create Records Center Site(s)

– automatically configure existing Records Center
– automatically create Content Types, Libraries and Folders

Leave a Comment