Creating Information Management Policies

Don Lueders — Sat, 06 Dec 2008 02:01:06 +0000

To set disposition on SharePoint Libraries, you first have to create an Information Management Policy. You can create Information Management Policies directly on the Library, but since it is likely you will use these policies more than once, I suggest creating them at the site collection level.

To create an Information Management Policy, login as someone with administrator permissions and navigate to the site Home page. Click on ‘Site Actions’ and select ‘Site Settings’ and ‘Modify All Site Settings’.

Under the ‘Site Collection Administration’ column, click on ‘site collection policies’.

In the ‘Site Collection Policies’ page, click on ‘Create’.

Enter the name of the new policy and a description.

Scroll down to ‘Expiration’ and click on ‘Enable Expiration’. This will allow you to select a time period for the retention and an action to take when the retention period ends.

Click on ‘OK’ and the new Information Management Policy has been created.

Next time we’ll learn how to apply this policy to a Records Library.

SharePointRecordsManagement.com » SharePoint Information Management Policy

Creating Information Management Policies