Troubleshooting: Control 2.13 - Documentation and Record Keeping

Last Updated: January 2026

Common Issues

Issue	Cause	Resolution
Retention label not applying	Auto-labeling not configured	Enable auto-labeling policy
WORM deletion blocked	Working as intended	Use legal hold exception if needed
Metadata not populated	Content type not applied	Apply correct content type
Search not finding records	Indexing delay	Wait for search crawl

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Detailed Troubleshooting

Issue: Retention Labels Not Auto-Applying

Symptoms: Documents uploaded without retention label

Resolution:

1. Verify auto-labeling policy exists
2. Check policy conditions match content
3. Verify policy is enabled
4. Wait for policy processing (can take 24-48 hours)

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Issue: Cannot Find Records for Examination

Symptoms: Search not returning expected results

Resolution:

1. Verify documents are in indexed locations
2. Check metadata is populated correctly
3. Use advanced search with metadata filters
4. Wait for search index to update

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Escalation Path

1. SharePoint Admin - Site and library configuration
2. Purview Records Manager - Retention policies
3. Compliance Officer - Regulatory requirements
4. Legal - Examination response

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Known Limitations

Limitation	Impact	Workaround
Auto-labeling delay	May take 24-48 hours	Apply labels manually for urgent
WORM is irreversible	Cannot shorten retention	Plan carefully before enabling
Search indexing delay	New docs not immediately searchable	Wait for crawl
Cross-site search complex	Hard to search across libraries	Use eDiscovery for comprehensive search

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