Declare any list or library item as a record Applies to: Microsoft SharePoint Server 2010 You can manage records in your o...
5.    Items that have been declared as records are identified with a padlock symbol        . Undeclaring a list or library...
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Declare Any List or Library Item as a Record SharePoint 2010 - EPC Group

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EPC Group, SharePoint Consulting, SharePoint Consulting Services, SharePoint Consulting Firm, SharePoint 2010, SharePoint Services, SharePoint Firm, SharePoint Consulting Best Practices, Errin O'Connor, EPC Group, EPC Group.net, SharePoint ECM Consulting, Project Server Consulting, Project Server 2010 Consulting, SharePoint Business Intelligence, SharePoint Mobile, SharePoint Mobility

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Transcript of "Declare Any List or Library Item as a Record SharePoint 2010 - EPC Group"

  1. 1. Declare any list or library item as a record Applies to: Microsoft SharePoint Server 2010 You can manage records in your organization even if you don’t have a Records Center site. If your company has separate document storage areas—by division for example—where all important documents are kept, then it’s not always advantageous to store records in any one centralized repository. Instead, you may want to update documents and store records all in one collaborative environment. Declaring items as records “in place” enables you to work with your records and documents in any list or library, on any SharePoint site. Declaring any list or library item as a record With the proper permissions, you can declare most list or library items as records. This enables you to use all of SharePoint’s records management features on any item in most lists or libraries and on any SharePoint site. NOTE You must have at least Contribute permissions to declare items as records. To declare an item as a record1. Navigate to the site and list or library that contains the item(s) that you want to declare as a record.2. Depending on whether you are working with a list or library, click the Items tab or the Documents tab on the Ribbon.3. Move your cursor to the left of the item that you want to declare as a record, and select the checkbox that appears. TIP To declare several items as records simultaneously, select the check boxes next to multiple items.4. Select Declare Record on the Ribbon and then select Declare Record again.
  2. 2. 5. Items that have been declared as records are identified with a padlock symbol . Undeclaring a list or library item as a record Removing the record status from an item is similar to declaring an item as a record. To undeclare an item as a record1. Navigate to the site and list or library that contains the item(s) that you want to undeclare as a record.2. Depending on whether you are working with a list or library, click the Items tab or the Documents tab on the Ribbon.3. Move your cursor to the left of the item that you want to undeclare as a record, and select the checkbox that appears. TIP To declare several items as records simultaneously, select the check boxes next to multiple items.4. Select Declare Record on the Ribbon and then select Undeclare Record. NOTE The padlock symbol is removed from undeclared records. ©2009 Microsoft Corporation.

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