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Document retention policies in MOSS

  Asked By: Sekhar    Date: Mar 03    Category: MOSS    Views: 1068

Does anyone know what is necessary to implement this functionality?
Does my portal need to be of a certain template?

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6 Answers Found

 
Answer #1    Answered By: Deana Lowery     Answered On: Mar 03

What type of policy do you wish to implement? As long as policies  are enabled in
Central Administration you set the particulars on an individual library. (Well,
actually you set them on content types.)

 
Answer #2    Answered By: Felecia Goff     Answered On: Mar 03

Several, mostly the type in which if a document  hasn't been modified in a
certain time frame, like 6 months, or a year, the owner gets an email prompting
them to take action..
Is this something that can be done with document policies, or is this something
that should be handled with workflow..?

 
Answer #3    Answered By: David Scott     Answered On: Mar 03

That would be a workflow.............

 
Answer #4    Answered By: Lakeshia Gould     Answered On: Mar 03

Then what types of things are handled in the document  retention or management
policies?

 
Answer #5    Answered By: Lizbeth Macdonald     Answered On: Mar 03

Expiration policy allows you to determine what to do with a document  after a
period of time. As an example you could set the retention policy to trigger a
workflow after 6 months. The workflow would then be configured to e-mail the
document's owner to review the doc or delete it or whatever other action you
might wish to perform.

Other policies  include Bar coding documents, Labels and auditing functions.

 
Answer #6    Answered By: Cole Curtis     Answered On: Mar 03

It's actually a combination. You use the Information management policy to kick
off the workflow at a particular point in time. The workflow then does the job
of emailing the owner, etc.

 
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