How do I create a file plan report in SharePoint online?
To generate a File Plan report, Go To Library Settings. You will find a link as in the following “Generate file plan report” under Permissions and Management. Once you click on the Link, it will ask you file location where you want to Save the file.
What is SharePoint file plan?
The file plan report is one of the ways to support Record Management in SharePoint 2013. It is used to classify and categorize records based on unique retention and disposition requirements, and in many cases, security requirements as well. There are two types of File Plans in SharePoint 2013.
What is a records management plan?
An RM Plan helps your department to understand their records and their responsibilities as keepers of state records, maintains continuity, and lays out a strategy for ensuring confidential data is kept secure and mandatory standards are met across campus.
How do you write a file plan?
Your file plan must: reflect functions, activities and tasks that are easily recognisable by users; align itself with existing visions, policy statements, business plans, aims and objectives; and. make it obvious into which file or folder a document should be placed.
How do I create a record Center in SharePoint online?
Navigate to the SharePoint Records Center. Create a SharePoint document library. Associate the same content type with the SharePoint document library you just created. Go to the Manage Records Center from the Settings menu and click Create content organizer rules.
How do I get a list of files in SharePoint?
Follow the steps below:
- Go to a document library for which you need to get the list of folders and files.
- Go to Library > Library Settings.
- Click on ‘Generate File Plan Report’ under Permissions and Management.
What is a report library in SharePoint?
The report library is a central place where you can create and save reports, such as Excel workbooks, and dashboard pages. When you publish an Excel workbook to a reports library, it is single-click enabled to open in browser view, which is a convenient way to see the workbook without adding it to a Web Parts page.