this section is a collection of the key information for the records policy. typically this is be the ceo, the general counsel or the person with ultimate responsibility for records policies. the purpose of this policy is to provide guidance and direction on the creation and management of information and records and to clarify staff responsibilities. specify who and what aspects of the organization’s business and business transactions the records policy covers.
[this is the specific category of records that apply to this record. this needs to be a role that is a member of the executive leadership team. in the case of a single records policy for the entire organization, this may be the coo or the same person as the executive owner. this is typically the owner of the it organization that supports the policy owner. version: an iteration of a document.
you can create an information management policy can at three different locations in the site hierarchy, from the broadest to the narrowest: to ensure that an information policy is applied to all documents of a certain type within a site collection, consider creating the policy at the site collection level and then later apply the policy to content types. you can also add an information management policy to a content type that is specific to lists. on the edit policy page under auditing select enable auditing, and then select the check boxes next to the events you want to keep an audit trail for. | to require that documents that are subject to this policy have labels, choose enable labels, and then specify the settings that you want for the labels.
if at any point you decide to switch from content type to location-based policies for a list or library, only the retention policy will be used as the location-based policy. on the information management policy settings page, make sure that the source of retention for the list or library is set to library and folders. under specify the policy > use a site collection policy, and then select the policy that you want to apply from the list. you create a template or backup of the policy by exporting the policy from one site collection and then importing it to a saved location or to another site collection. as an administrator, you can set up a policy to control how to track documents and how long to retain documents.
this sample records management policy lists the sections every policy must have and offers a real-life example for each of them. the information management policy template (docx, 164kb) is a guide to the key aspects and suggested headings learn how to set up an information management policy to control how long information is kept and track who is using the information., information management policy pdf, information management policy pdf, information management policy and procedures, sample document management policy, document management policy pdf.
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