Automatically declaring a record via retention in SharePoint 2010

This is another tip that I found when configuring SharePoint 2010 for my presentation to ARMA which was held on Thursday 28th January.

I got asked a question whether you can automatically cause items to be declared as records based on certain dates, and the answer is of course you can!

To set this up you need to apply a retention policy either on a content type or on a folder as below

Applying Retention Policy

1. Click on Site Action -> Site Settings -> Site Content Types -> (Content Type) -> Information Management Policies
2. Make sure that the ‘Enable Retention‘ check box is selected and then click on ‘Add a retention stage‘
3. Select the Event and then for the action select the ‘Declare Record‘
   

   Retention Choice

   In this way you can automatically declare records after a period of time, quite a cool feature for all the Document and Records managers out there!

Tags: ecm, Records Management

Category: OOTB Configuration