Information management policies enable you to control who can access your organizational information, what they can do with it, and how long to retain it. A policy can help enforce compliance with legal and governmental regulations or internal business processes. As an administrator, you can set up a policy to control how to track documents, who has access to documents, and how long to retain documents.
Each policy establishes a set of rules for a type of content. Each rule in a policy is a policy feature. For example, an information management policy feature could specify how long a type of content should be retained. Policies can be implemented in several ways:
- By creating a policy template and then associating the template with a site collection, a content type, document library, or list
- By associating individual policy features with a content type, library, or list
Create an information management policy for a site collection
- On the site collection home page, click Site actions, point to Site Settings, and then click Modify All Site Settings.
- On the Site Settings page, in the Site Collection Administration list, click Site collection policies.
- On the Site Collection Policies page, click Create.
- Type a name and description for the policy, and then write a brief policy statement that explains to users what the policy is for. A policy statement can be up to 512 characters.
- Use the information in the topic Configure features of an information management policy to set up the features you want to associate with the policy.
- Click OK to return to the Site Collection Policies page.