Spreadsheet: 0941dfef-22d9-4fe8-b845-a8fc693c190e
Sheet: Sheet1

Product: | Unnamed: 1 | Microsoft SharePoint Server 2010 & SharePoint 2013 | Unnamed: 3
Worksheet title: |  | Content type and workflow planning worksheet
Related content: |  | Content type and workflow planning (SharePoint Server 2010)
 |  | Plan content types and workflows in SharePoint 2013
Prepared by:
Date:
Instructions: |  | After you review your list of content types to determine which ones can use core content types, plan new content types by following these steps.
 |  | 1. For each content type in your solution, create a new tab, and then copy the "Content type data sheet" to the new tab.
 |  | 2. Record the details of each content type on its individual "Content type data sheet" tab.
 |  | Note: Some of the columns might not be relevant, depending on the content type that you use.
 |  | Column name | Description
 |  | Content type | Record the name of the content type (for example, list or document).
 |  | Scope | Record the scope of the content type (that is, does  it apply to the enterprise, site collection, or site level).
 |  | Site URL | Record the URL of the site in which the new content type will be defined. Keep in mind that content types are available in the site in which they are defined and in all sites below that site.
 |  | Parent content type | Record the parent content type name. This will be either a core content type or a custom content type that you have already planned.
 | Columns | Column name | Record the name of a predefined column or a column that you will create. The name of a column is important, because it can communicate the column's purpose. Therefore, even if a column of a type that you need is already defined in the Site Collection Column gallery, you might decide to define a similar column by using a more relevant name for your application. Note that you can have several columns per content type.
 |  | Type | Record the column type.
 |  | Purpose | Record the purpose of the column.
 |  | New? | Record whether the column is new.
 | Template | Template name | Record a unique name for the template. Note that you can only have one template per content type.
 |  | Template description | If the content type does not inherit its template from its parent content type, type a brief description of the template.
 |  | Type | Record the template type.
 |  | New? | Record whether the template is inherited from the parent content type.
 | Workflows | Workflow name | Record a unique name for the workflow. Note that you can have several workflows per content type.
 |  | Workflow template | Record the name of the workflow template to associate with the content type.
 |  | New? | Record whether the workflow is inherited from the parent content type.
 | Policy | Defined in parent? | If the content type inherits its policy settings from its parent  content type, type Yes. Otherwise, type No. Note that you can only have one policy per content type.
 |  | Administrative description | If the content type does not inherit its policy settings from its parent content type, type a brief description of the policy. The administrative description is displayed to list managers when they configure policies on a list or content type.
 |  | Policy statement | If the content type does not inherit its policy settings from its parent content type, type an explanation of which policies apply to the content, or indicate any special handling or information that users need to be aware of. This information is displayed to users when they open items that are subject to this policy.
 |  | Retention | Record whether retention should be enabled for the policy.
 |  | Auditing | Record whether auditing should be enabled for the policy.
 |  | Barcodes | Record whether bar codes should be enabled for the policy.
 |  | [NAME] | Record whether labels should be enabled for the policy.