contacted if any issues arise with the project 6.7 Project managers must be able to move MH 2 3. Documents can 1 be tagged in such to a permanent folder in EDLDGS a way that when building folder from the projects folder the project workflow ends the Note: this will mainly be for document is automatically i.e. documentation that has to reside with document with the building when the project is closed type Safety such as Health and Safety documents document moves to Health and Safety folder on xx/xx/xxxx (project closure confirmed date) 7PROJECTS folder retention ID Requirement Serengeti SharePoint WIKI 7.1 Each Level within the Project will have a MH 2 - Note that 2 0 retention retention period set all documents in the – policies are Level folder inherit the same retention period – implemented there should be no anomalies via the Lifecycle module - we'll need to check if our licence covers the use of that and if it has been installed 7.2 Retention periods should be set on the Level MH 1 - Yes, if the 3. Retention 0 service levels options in when the project is created as follows are set up as SharePoint are 'categories' of very flexible with Level 1 Feasibility documents and – – documents. If workflows. The folder can be deleted when the project these will be Retention policy folders, I'll need feature lets you ends to check define retention Level 2 General - documents and folder – whether policy stages, with an can be deleted 6 years after the end of rules can be action that project applied to happens at the - documents and Level 3 Procurement folders end of each – For example, you folder can be deleted 12 years after end of could define a project two-stage Level 4 - Legal & Statutory - documents retention policy and folder can never be deleted on all documents in a specific library that deletes all previous versions of the document one year after
contacted if any issues arise with the project 6.7 Project managers must be able to move to a permanent folder in EDLDGS building folder from the projects folder Note: this will mainly be for documentation that has to reside with the building when the project is closed such as Health and Safety documents MH 2 3. Documents can be tagged in such a way that when the project workflow ends the document is automatically i.e. document with type Safety document moves to Health and Safety folder on xx/xx/xxxx (project closure confirmed date) 1 7PROJECTS folder retention ID Requirement Serengeti SharePoint WIKI 7.1 Each Level within the Project will have a retention period set – all documents in the Level folder inherit the same retention period – there should be no anomalies MH 2 - Note that retention policies are implemented via the Lifecycle module - we'll need to check if our licence covers the use of that and if it has been installed 2 0 7.2 Retention periods should be set on the Level when the project is created as follows Level 1 – Feasibility – documents and folder can be deleted when the project ends Level 2 – General - documents and folder can be deleted 6 years after the end of project Level 3 – Procurement - documents and folder can be deleted 12 years after end of project Level 4 - Legal & Statutory - documents and folder can never be deleted MH 1 - Yes, if the service levels are set up as 'categories' of documents. If these will be folders, I'll need to check whether policy rules can be applied to folders 3. Retention options in SharePoint are very flexible with workflows. The Retention policy feature lets you define retention stages, with an action that happens at the end of each For example, you could define a two-stage retention policy on all documents in a specific library that deletes all previous versions of the document one year after 0
Section%205%20BRD%20v0.6.docx