Creating Policy Templates

As you have seen so far, an information management policy is a set of rules that can be applied to a document library to govern data auditing, retention, and disposal. If your repository has only a few document libraries, it is generally not a problem to configure each library with its own unique set of policies. If, on the other hand, you need to configure dozens or hundreds of document libraries in the Records Repository, it is more practical to create policy templates with common settings and apply them to multiple document libraries. Policy templates are created at the site-collection level and can be used on any list in the site collection.

To create a site collection policy, follow these steps:

1. From the Site Actions menu in the top-level site, select Site Settings.

2. Under Site Collection Administration, click Site Collection Policies.

3. Click Create, and define the policy settings. Then click OK to create the policy.

To apply a site collection policy, follow these steps:

1. Browse to the document library where you will apply the site collection policy.

2. From the Settings menu, select Document Library Settings.

3. Under Permissions And Policies, click Information Management Policy Settings.

4. Click the Use A Site Collection Policy option, and select the policy to use from the drop-down list, as shown in Figure 10-16. Click OK.

Figure 10-16: Assigning a site collection policy