Document management with SharePoint
May 2, 2008 5:20 PM Subscribe
SharePoint filter: Examples of how to use SharePoint's Records Center site type for corporate document management?
I'm trying to wrap my brain around the ins and outs of configuring a SharePoint Records Center for our smallish (250+) employee insurance company.
We don't have anyone in IT dedicated to site design for SharePoint so I'm sort of on my own and trying to read as much as I can.
Our records retention policy is almost finished, and we are working on specifying how long to keep the various types of company records to comply with regulations etc. I really think SharePoint could give us the records management structure we need and I want to do it right.
I have found a lot of process documentation and "how to follow steps in the system" type of articles, but what I really need are examples to help me understand the difference between, say, record types vs. content types, lists vs. libraries; and especially how to set things up right on the front end so that I can create subsites that carry over the all the features I want into the various subsites.
I think I get it, but to really click for me I need to see examples.
I'm trying to wrap my brain around the ins and outs of configuring a SharePoint Records Center for our smallish (250+) employee insurance company.
We don't have anyone in IT dedicated to site design for SharePoint so I'm sort of on my own and trying to read as much as I can.
Our records retention policy is almost finished, and we are working on specifying how long to keep the various types of company records to comply with regulations etc. I really think SharePoint could give us the records management structure we need and I want to do it right.
I have found a lot of process documentation and "how to follow steps in the system" type of articles, but what I really need are examples to help me understand the difference between, say, record types vs. content types, lists vs. libraries; and especially how to set things up right on the front end so that I can create subsites that carry over the all the features I want into the various subsites.
I think I get it, but to really click for me I need to see examples.
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My advice would be to seek out a consultant to assist you. If you contact Microsoft they can point you at partners in the area with expertise with certain aspects of Microsoft Sharepoint. Just because a consultant lists "Sharepoint" experience does NOT mean they understand any of the addon modules -- even when they claim to ;).
We scrapped ~2 months of Forms Server work when it became apparent the consultant had no idea what was going on.
posted by SirStan at 7:26 AM on May 3, 2008