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How to create and apply information management policies?
To specify a retention period for documents and items that are subject to this policy, choose Enable Retention, and then specify the retention period and the actions that you want to occur when the items expire. To specify a retention period: Choose Add a retention stage for records.
In SharePoint 2010, you can apply a policy at 3 distinct levels: Content Type level (the policy will apply to all documents in the current document library that are tagged with a specific content type (e.g. Document)) Document library level (the policy will apply to all documents in the current document library, regardless of content type)
Can a retention policy be applied to all folders?
Choose OK. You can define a retention policy that applies only to a specific list, library or folder. However, if you create a retention policy this way, you cannot reuse this policy on other lists, libraries, folders or sites, and you cannot apply a site collection policy to a location based policy.
How does SharePoint workflow send content review emails?
It watches the clock and fires off a SharePoint workflow when the Date for Review is reached. The SharePoint workflow is responsible for sending the review notification emails to your document creators.
The frequency and date of the Information Management Policy Timer Job cannot be changed. An information management policy can be created on a site in three different ways: Create an information management policy to use on multiple content types within a site collection. Create an information management policy for a site content type.
When do Microsoft information management policies take effect?
Note: Information management policies are compiled by an Information Management Policy Timer Job, managed by Microsoft, which runs weekly. Therefore, your policies may not take effect immediately. The frequency and date of the Information Management Policy Timer Job cannot be changed.
How to add a policy to a website?
On the Site Content Type Settings page, select the content type that you want to add a policy to. On the Site Content Type page, in the Settings section, click Information management policy settings. On the Information Management Policy Settings page, select Define a policy, and then click OK.
How to create information policy for site collection?
To ensure that an information policy is applied to all documents of a certain type within a site collection, consider creating the policy at the site collection level and then later apply the policy to content types. These are referred to as site collection policies. Go to Settings , Site Settings.
What is the University of Ottawa policy on information management?
1. PURPOSE: This policy provides direction on the management of information. It outlines the principles and responsibilities for an effective information management practice at the University of Ottawa. 2. POLICY STATEMENT: