Managing Physical Records in SharePoint 2010

It is sometimes said by records managers that one of the drawbacks of SharePoint 2010 (and SharePoint 2013) is that it doesn't manage physical records, or at least not very well. This article describes how to manage physical records in SharePoint 2010/2013 using a list that includes barcodes. Up front and out of the box, …

Alternatives to folders in SharePoint 2010

Introduction The content of this post is my take on an issue that has been discussed before.  The question is really to (a) use folders and deal with the potential confusion and difficulty of using them, or (b) use metadata and deal with the potential confusion from users who don't 'get' it. Personally I like …

Applying recordkeeping policies to email – Microsoft Messaging Records Management (MRM)

The problem The problem of managing emails as records is summed up in the following statements: “Many organizations have yet to define an email retention policy. More than one‐quarter of organizations have not yet established any sort of email retention policy despite the fact that there are a growing body of statutory requirements and legal obligations …

What records managers need to know about Sharepoint 2010

The following is a revised version of an article that appeared in the July 2011 edition of Informaa Quarterly, IQ, the quarterly journal of the Records and Information Management Professionals Australasia (RIMPA). Sharepoint 2010, is starting to be used by more and more organisations. And it is being used to create and manage records. The following …