Today I found a fantastic article on how to create a Records Center in SP 2010. Here's the link:
http://blogs.msdn.com/b/mcsnoiwb/archive/2009/11/05/sharepoint-2010-records-management.aspx
If you're lost while reading the article, fear now. Just create a Records Center site in SP 2010. On the landing page, you'll get a web part that shows you how to start:
After this, click on Site Actions -> Manage Records Center to get a step-by-step description on how to get going. These are the steps I followed to get started:
http://blogs.msdn.com/b/mcsnoiwb/archive/2009/11/05/sharepoint-2010-records-management.aspx
If you're lost while reading the article, fear now. Just create a Records Center site in SP 2010. On the landing page, you'll get a web part that shows you how to start:
After this, click on Site Actions -> Manage Records Center to get a step-by-step description on how to get going. These are the steps I followed to get started:
1. Created site with records center template
2. I was asked to activate site collection level features such as in-place records management & document ID service.
3. Create the content types that you are going to use to filter documents by, or are going to assign to records
4. Create a destination for your records – I created a record library. Can one also create other types of libraries though?
5. Next, you need to create content organizer rules, but before doing that, ensure that your target libraries have the Content Types that you created, included in them.
Once you've created the Content Organizer rules, you're all set. You can upload documents to the drop-off library and associate the content type with the document. The document will then be routed to the approprate library and folder that you've chosen. The document will also become a record that will be locked and read-only. You wont be able to delete or edit it.
Once you've created the Content Organizer rules, you're all set. You can upload documents to the drop-off library and associate the content type with the document. The document will then be routed to the approprate library and folder that you've chosen. The document will also become a record that will be locked and read-only. You wont be able to delete or edit it.