SharePoint Records Centre
Budget: $1,500 – $3,000 AUD
We need to setup SharePoint Records Centre on our SharePoint. We have 1.5 million files across 27 different sites. We want to ensure the following features are included:
- Document ID
- Multi-stage Retention
- Per-Item Audit Reports
- Hierarchal File Plans
- File Plan Report
- Taxonomy and Centralised Content Types
- Content Organiser
- Virtual Folders
Project Scope:
1. Workshops to fully understand goals and set out the required policies and rules
2. Discovery to identify all projects and files that require categorising and tagging
3. Creation of Records Center and the associated policies
4. Application of the tags and metadata to all projects and files
5. Training in the use and administration of the Records Center
6. Documentation
- Document ID
- Multi-stage Retention
- Per-Item Audit Reports
- Hierarchal File Plans
- File Plan Report
- Taxonomy and Centralised Content Types
- Content Organiser
- Virtual Folders
Project Scope:
1. Workshops to fully understand goals and set out the required policies and rules
2. Discovery to identify all projects and files that require categorising and tagging
3. Creation of Records Center and the associated policies
4. Application of the tags and metadata to all projects and files
5. Training in the use and administration of the Records Center
6. Documentation