Watch these videos for tips on using Governance Services.
Create a Records Management site
This video shows how to create a Records Management Share site, which is required before you can start doing any Records Management.
Import Records Management test data
In this video you will see how data can be loaded into a Records Management Share site.
Create a Record Category
Here we will learn how to create a
Record Category
Record categories contains the retention and retention schedules for folders and records. They control how records are managed, and how they're disposed of when they're not needed any more. The top level of the File Plan can only contain record categories. A category can contain other categories and folders.
.
Create a Retention Schedule
Here we will learn how to create a
Retention Schedule
A schedule of actions, events, and rules that determines how records are managed throughout their lifecycle. The actions that can happen in a retention schedule are the following. Retain – for a period or until an event, Cutoff – retention schedule triggered, Transfer – move to another location/system, Accession - record moved to another authority, Destroy - removed from the system
.
Create Retention Schedule Steps
Here we will learn how to create the
Retention Schedule
A schedule of actions, events, and rules that determines how records are managed throughout their lifecycle. The actions that can happen in a retention schedule are the following. Retain – for a period or until an event, Cutoff – retention schedule triggered, Transfer – move to another location/system, Accession - record moved to another authority, Destroy - removed from the system
steps.
Create a Record Folder
Here we will learn how to create a Record Folder, which is used to store records.
Set User Permissions
Learn how to set up permissions for users in this video.
File a Record
See how you can file a record.
File an Unfiled Record
Learn how to file a record that is
unfiled
When a record is declared from a non-Records Management site it's added to the Unfiled Records area. It then needs to be added to a records folder.
.
Add a Record Type
See how to add metadata for records by applying a record type.
Edit Record Metadata
In this video we learn how to update the record metadata.
Complete a Record
Learn how to
complete
A completed record is one that has all the information (metadata) present for it’s business context to make sense. A record can't be disposed of until it's complete. Usually a record can only be completed when all the mandatory metadata has been entered.
a record.
Process Records
In this video you learn how to process individual records or records in a folder.
Automate the File Plan
In the
File Plan
The File Plan is a container for records, folders, categories and retention schedules. It's effectively a virtual filing cabinet for storing records, and is the basic structure of Records Management. This structure lets you classify and group records with similar characteristics. The top level of the File Plan is created when you create a Records Management site.
you can define
category
Record categories contains the retention and retention schedules for folders and records. They control how records are managed, and how they're disposed of when they're not needed any more. The top level of the File Plan can only contain record categories. A category can contain other categories and folders.
and folder rules to manage your content automatically.
By clicking "Accept Cookies", you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View Cookie Policy.