Document Lifecycle Management spscpt2015

©2012 Microsoft Corporation. All rights reserved.

Document Lifecycle Management (NARS Approved Records Center)Alistair PuginSharePoint Evangelist


AgendaAbout MeRecords Management 101RM Features in SharePointNARS RequirementsDemoQ and A


About Me SharePoint Practice Manager Been working with ECM Products since 2000

I run SharePoint Saturday throughout Africa

I am a community lead for the Information Worker Community in South Africa

@alistairpugin | about.me/alistairpugin


Document Lifecycle Management (NARS Approved Records Center)SharePoint provides organisations with the capability of managing the lifecycle of content created within business. The National Archives and Records Service in South Africa determines legislation pertaining to all this Records Management. This session covers the following: What document management in SharePoint caters for How policies are applied to documents How retention and disposal schedules manage and route documents

within libraries How physical documents can be managed within a repository What NARS defines for metadata and complianceCompanies continue to not know when to destroy documents and it is with this in mind that SharePoint provides Information managers with a concise view of the creation to destruction of content within the organisation.


Records Management 101 What is a Record?

Evidentiary Proof of Activities Examples

Contracts Invoices Communication

Formats Physical Electronic Microfilm


Records Management Identification of Records

Retention Disposition FilePlan Rights Management Services


RM Features in SharePoint

• Add a retention stage• Set the rules


Records Center


Site Policies


In Place RM


File Plan ExampleFunction Activity Retention Perios

Accounting Invoice Created + 5 years

Human Resources Employee Record Modified + 10 years

Administration E-mail Created + 20 years

Accounting Payroll Created + 15 years

Marketing Planning and Management Modified + 3 years

Sales Proposals Created _ 3 years


NARS Requirements Primary Identifier Record Series Indicator

FilePlan Number Primary Series Location Department Document Type

Sub File Number Retention Schedule Disposition

Thank You

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Document Lifecycle Management spscpt2015

Technology

Transcript of Document Lifecycle Management spscpt2015