In-Place Records Management Archival Records ManagementLess expensive to deploy. You do not havea separate site or farm for records. Allows more advanced storageTherefore, you do not have to try to keep management. Records can be stored on asites in sync. Now you manage the different storage medium.collaboration space once. Easier on the records manager. YourEasier on the user of the records. Your records are all in one place, and are notrecords never lose context or go missing. scattered across locations in your organization. Flexible collaboration structure. If you useEasy search of records and files that are in-place records, you must activelynot records. manage the collaboration space. Stronger resemblance to records management approaches used with paperPotentially easier eDiscovery: you have records. Overall, it is easier to model aonly one repository to search. typical hierarchical file plan in a records center. The Record Center Content Organizer enables you to apply policy that is based upon metadata.
Position Types of documents RoleFinancial analyst Equity research note AuthorTechnical writer Financial model Web pageFinancial analyst Equity research note ReviewerManager Financial modelTechnical editor Equity research note Editor Web pageCustomer Equity research note Reader Financial model Web pageServer administrator All IT specialistDatabase manager All Database specialistCompliance officer All Legal specialistRecords manager All Records managerSite manager All Content publisher Type Purpose Author User Format Other Roles LocationsSite administrator All Content auditor Equity research Gives premium Financial Customer DOCX (for Reviewer Authoring site note customers of a analyst authoring); (technical); financial PDF (for reviewer service publishing) (legal); Testing site guidance on approver; copy whether to buy editor; records Internet or sell one or manager; site more stocks administrator Records repositor y
Library Purpose Library in a team site Collaboration; easy sharing of content among peers; content control, such as versioning; SharePoint Server searching. Library in a portal area Content that is intended for a wider audience in the organization; similar to a library in a team site, but typically implemented with a more-stringent review and approval process. Library in a Document A large-scale library useful as an enterprise knowledge base or historical Center site archive; includes features to help users navigate, search, and manage a large number of documents in a deep hierarchy by using a set of specialized Web Parts.Documents Purpose Author Users FormatEngagement ideas and Develop new customer Project leader Sales .docrequests engagements manager; project leaderProposals Describe a proposed customer Project leader Project .doc engagement managers; project team members; customersContracts Commit to a consulting Lawyer Project .doc engagement leader; project manager; sales manager; customers
Kind of record Record category DescriptionBenefit plans, insurance Employee Benefit Descriptions of all employeeplans, pension plans Descriptions benefit plans.Payroll timesheets, Payroll Records Summaries of hourssupplementary payroll worked, overtime, andinformation salary paid.Vendor invoices Invoices Records of goods or services purchased from vendors.Product surveys, Training Materials Provides internal or externalquestionnaires, training training.manuals, training videos... Record Records Description Media category Retention Disposition Contact 401k plans Description Web pages Employee X years None Kathi Flood of employee Benefit Plans benefit plan. Insurance Description Print Employee X years None Reshma plans of employee Benefit Plans Patel insurance plan. Pension Description Print Employee X years None Reshma plans of employee Benefit Plans Patel pension plan. ...