SharePoint Template - Records Center

This article describes the SharePoint 2010 records center… a SharePoint template intended “[…] for records management. Records managers can configure the routing table to direct incoming files to specific locations. The site also lets you manage whether records can be deleted or modified after they are added to the repository.”

You can find more descriptions of SharePoint templates at:

• SharePoint Template

The records center site template is available for

• SharePoint Server 2010

SharePoint 2010

Screenshots

Here are some screenshots where you can see how the records center looks:

Common tasks

If you need to do some common tasks as a site member or site owner please have a look at the following tasks including possible differences between SharePoint Foundation 2010 and SharePoint Server 2010:

• SharePoint navigation
• SharePoint language settings
• SharePoint regional settings
• SharePoint alerts and RSS
• SharePoint recycle bin
• SharePoint Designer settings
• SharePoint permissions and SharePoint security
• SharePoint Workflow

SharePoint template functionality

The following site features are enabled:

• Content Organizer
  This is the feature that allows you to move content submitted to the records center based on rules into libraries or folders.
• E-mail Integration with Content Organizer
  Allows the content organizer to accept emails.
• Hold and eDiscovery
  Allows you to suspend the disposition of documents if needed.
• Metadata Navigation and Filtering
  A list can be configured to use meta data for navigation.

The following site collection features are enabled:

• Document ID Service
  Assigns IDs to documents to retrieve them independently of their storage location.
• Document Sets
  Allows you to manage multiple documents as one working product.
• In Place Records Management
• Library and Folder Based Retention

The records center gives you some options used by the records management inside the site settings:

If you want to learn more about records management and the records center in SharePoint 2010 please see the resources below since the contain a lot of useful information.

SharePoint template development

If you want to use a custom design you can use Deploying Branding Solutions for SharePoint 2010 Sites Using Sandboxed Solutions to brand your records center.

Resources

• Records management overview (SharePoint Server 2010) 
• Records Management in SharePoint Server 2010
• Introducing Records Management in SharePoint 2010
• SharePoint 2010 - Records Management
• Records management in SharePoint 2010 - early thoughts
• SharePoint 2010 Records Management Overview
• In Place vs Send To Records Center: Different ways of declaring records

Summary

Records management is a science for itself… so if you need to get in touch with the subject I highly recommend the links above.

Please take a look at another SharePoint template.