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declare as record missing button?

    Question

  • Hi there.

    Sharepoint Online environment.

    Enabled "In Place Records Management" on Site Collection Features.

    Enabled "Always allow the manual declaration of records" under Manual Record Declaration Availability/Library Record Declaration Settings.

    Where's the declare as record button?


    bostjanc

    Wednesday, March 8, 2017 3:05 PM

Answers

All replies

  • Hi Bostjanc,

    With the two steps as what have performed, the “Declare Record” button should appear in the ribbon:

    https://support.office.com/en-us/article/Configuring-in-place-records-management-7707a878-780c-4be6-9cb0-9718ecde050a

    Please create a new library and do the test again to see if the issue persists.

    Best regards,

    Patrick

    Please remember to mark the replies as answers if they help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    Thursday, March 9, 2017 3:13 AM
    Moderator
  • Thanks for the link:
    https://support.office.com/en-us/article/Configuring-in-place-records-management-7707a878-780c-4be6-9cb0-9718ecde050a?ui=en-US&rs=en-US&ad=US

    We forgot to enable:

    Under Site Collection Administration, click Record declaration settings.
    THIS SETTING:
    In the Record Declaration Availability section, select the option that specifies whether or not items can be manually declared as records in lists and libraries by default. If the Not available in all locations by default option is selected, items can be declared as records only through a policy or workflow.

    with best regards


    bostjanc

    Thursday, March 9, 2017 10:32 AM
  • As discussed by Bostjanc and Patrik in replies; Apart from OOTB in place record management feature enable it can be further extended by customized app making records to declare record manually (forcibly) or automatically. However custom approaches varies from OOTB usage to custom usage depending on organisation records and document architecture. This varies organisation to organisation because of their term store taxonomy. However declare and undeclare from item right click compliance details with primarily Record management feature at site collections level and options enablement at item levels have same functionalities. It may also depends on type of permission or role where user or account or group are part of respective items namely lists and libraries. Hope this insight helps...as record management articles from MS explained well.

    thanks and regards,

    Mahesh Neelannavar  

    Saturday, March 11, 2017 7:43 AM