Documentation progression
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Documentation Progression. Standard Document Library. Document Center – Drop Off Library – Rules Based on Content Type a nd Metadata routes files to their appropriate location. Send To. Send To. Send To Location o r User Defined Workflow based on Content T ype and Metadata or

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Documentation Progression

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Documentation progression

Documentation Progression

Standard Document Library

Document Center – Drop Off Library – Rules

Based on Content Type and Metadata routes files to their appropriate location

Send To

Send To

Send To Location

or

User Defined Workflow based on Content Type and Metadata

or

Content Organizer Rules

  • Record Center – Drop Off Library – Rules

  • Based on Content Type and Metadata routes files to their appropriate location

  • Legal and Compliance


Initial setup

Initial Setup

Activate Content Organizer

  • Manage site features

  • Hide Drop Off Library from browser (SPD)

    Create RFP Estimate Content Type

  • Excel file and Task Status site column

    Create Project Material document library

    Associate RFP Estimate content type to Project Material document library

    Create Document Center site

    Create Record Center site

Activate Content Organizer

  • Manage site features

    Create Estimates document library

    Associate RFP Estimate content type to Estimates document library

Create Finalized Estimates document library

Associate RFP Estimate content type to Final Estimates document library


Configuration central administration

Configuration – Central Administration

  • External Service Connections

    • Configure send to connections

    • New Connection:

      • Record Center

      • http://sp2010-wfe1:100/sites/ogc/record

      • Move and leave a link

    • New Connection:

      • Document Center

      • http://sp2010-wfe1:100/sites/ogc/doccenter

      • Move and leave a link


Configuration of ogc

Configuration of OGC

Create a User Defined Workflow (SPD)

  • Reusable Workflow on the RFP Estimates content type

  • Name: Route Completed Estimates

Associate Workflow to RFP Estimate Content Type

  • Start Options: When item is changed


Configuration of document center

Configuration of Document Center

Create a rule to route Completed Estimates into the Estimate library with the Document Center

  • Site Settings / Site Administration

  • Content Organizer Rules


Configuration of document center1

Configuration of Document Center

Create a User Defined Workflow (SPD)

  • List Workflow on the Estimates library in the Document Center

  • Name: Review Estimates

    Create a retention policy for the Estimates library

  • Library Settings / Permission & Management

  • Information management policy settings

  • Select RFP Estimate

  • Enable Retention

  • Add a Retention stage


Configuration of record center

Configuration of Record Center

Create a rule to route Completed Estimates into the Final Estimate library with the Record Center

  • Site Settings / Site Administration

  • Content Organizer Rules


Documentation progression1

Documentation Progression

RFP Estimate Task Status = Completed

RFP Estimate

Workflow

Keep as record

Review Process

Workflow

1 year retention policy

OrganizerRule

OrganizerRule


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