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Introduction to Records Management and Compliance

Test yourself

Complete the following test so you can be sure you understand the material. Your answers are private, and test results are not scored.

Select the options below that you think are true about managing records in SharePoint Server 2010.

You cannot manage records outside of the Records Center site.

You can apply information management policies based on location (folder, list, library).

If you use in-place records management you can’t use the Records Center site to manage your records.

You can declare blogs, digital assets, wiki pages as records.

If you associate information management polices based on location, you cannot apply polices to documents based on content type.



Which of the following best describes the process of a record going through several phases until it is deleted.

Multi-phase hold.

Location-based retention.

Retain and delete workflow.

Multi-stage retention policy.

What forms the basis for a well-planned record archive solution?

A well designed custom workflow.

An advanced hierarchical file plan.

A hierarchical content type plan.

A solid multi-stage retention policy.

In order to automatically route records in SharePoint Server 2010, you need to configure the:

Right workflow.

Metadata term store.

Content Organizer.

File Plan

How do you quickly view compliance details for any given item?

Selecting the check box next to the item and then select View Properties on the ribbon.

Right-click next to the item and select Compliance Details.

Open the item and view the metadata associated with it.

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