Creating a SharePoint Information Management Policy in 10 Steps

Information management policy in SharePoint 2010 is a set of rules that can be applied to a list, library, folder, or content type to manage the availability and behavior of content. You can easily automate the process for archiving or retaining records by using information policies. Policies can also be reused when certain conditions are met. Here’s how you can create an information policy in 10 steps:

STEP 1: Select the library where you want to set up a retention policy. In our case, we first choose the site—Executive, and then select the document library: Executive Document Set

STEP 2: From the Library Tools tab, click Library. From the ribbon, click Library Settings

STEP 3: From Permission and Management settings list, click Information Management Policy Settings

Step 4: On this page, you can choose to change the source of retention

Step 5: Change the source of Retention to Library and Folders

Step 6: After you click on Library and Folders, Library Based Retention Schedule section would be available for you to edit. Click Add a retention stage:

Step 7: In the Stage Properties window, from the drop-down list, you can specify what causes the stage to activate (the condition)

Step 7: Enter the number of days/months/ years to specify the time after the event to trigger the stage

Step 8: Specify an action item when the stage is triggered

Step 9: A new retention stage is created for non-records; notice you have the option to apply the same retention policy on records. Click OK to save the changes

Step 10: Notice on the Information Management Policy Settings page, the source of retention policy has been changed to Library and Folders.

You’ve just created an information policy on a SharePoint 2010 site that moves non-record items from the library to the recycle bin 60 days after the creation of the items!

March 28, 2013
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