Plan records management in SharePoint Server 2013

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Applies to: SharePoint Server 2013

Topic Last Modified: 2015-09-28

Summary: Find links to articles about records management in SharePoint Server 2013.

The articles in this section describe records management in SharePoint Server 2013 and provide guidance for planning your records management solution.

A record is a document or other electronic or physical entity in an organization that serves as evidence of an activity or transaction performed by the organization and that requires retention for some time period. Records management is the process by which an organization:

  • Determines what kinds of information should be considered records.

  • Determines how active documents that will become records should be handled while they are being used, and determines how they should be collected after they are declared to be records.

  • Determines in what manner and for how long each record type should be retained to meet legal, business, or regulatory requirements.

  • Researches and implements technological solutions and business processes to help ensure that the organization complies with its records management obligations in a cost-effective and non-intrusive way.

  • Performs records-related tasks such as disposing of expired records or locating and protecting records that are related to external events such as lawsuits.

The following articles on TechNet and related resources provide information about records management in SharePoint Server 2013.


Content Description

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Overview of records management in SharePoint Server 2013

Learn about records management and the records management planning process in SharePoint Server 2013.

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Create a file plan to manage records in SharePoint Server 2013

Learn how to create a file plan to identify what information that you will keep as records.

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Plan ways to convert active documents to records in SharePoint Server 2013

Learn ways that users can turn active documents into records in the Records Center site in SharePoint Server 2013.

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Use a SharePoint Server 2013 records archive or manage records in place

Decide which records management approach to choose in SharePoint Server 2013.