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Records workspace/Overview
Interactive demo

FASTSHAREPOINT / RECORDS

Records overview

Keep retention, lifecycle events, and review decisions in view.

Sample data · Reporting date: September 15, 2026Session-only changes. No SharePoint connection or document deletion.

Ready for disposition review

Check the record and its requirements before approving.

RecordOwnerRetain untilStatusAction
REC-001 · ContractsJordan DavisSep 1, 2026Due for review
REC-003 · PoliciesSam RiveraAug 30, 2026Due for review
REC-008 · Project filesAlex MorganSep 10, 2026Due for review

The record lifecycle

From a business event to a documented decision.

  1. 1

    Confirm the event

    Record when a contract expires or a project closes.

  2. 2

    Retain the record

    Keep the record for the defined sample period.

  3. 3

    Review disposition

    Review eligibility and any outstanding holds.

Lifecycle events to confirm

Confirm an actual event date to start the retention period.

Recent activity

Sample history and decisions from this session.

  1. Harbor records entered disposition reviewAlex Morgan · Sep 10
  2. Orion agreement placed on holdJordan Davis · Sep 8
  3. Westbridge awaiting project closureAlex Morgan · Sep 5
FastSharePoint RecordsSample retention periods. Changes reset when you reload.