5 Topics
5 Days
24 Sessions
Programme Overview
Training Description
Who Should Attend
- Records Managers
- Information Governance Professionals
- Compliance Officers
- Legal Professionals
- SharePoint Administrators
- IT Security Specialists
- Business Analysts responsible for data governance
Session Objectives
- Understand the fundamental concepts of records management policies and their critical role in compliance.
- Learn about the legal and regulatory landscape impacting records management policies in digital environments.
- Master the translation of business and legal requirements into actionable records management policies in SPO.
- Understand the core components of retention labels, policies, and disposition reviews in Microsoft Purview.
- Learn how to create and manage file plans and record schedules within SPO.
- Master techniques for managing immutable records and ensuring their integrity over time.
- Explore the integration of SPO records management with other Microsoft 365 compliance features.
- Apply practical techniques to design and manage effective records management policies in SharePoint Online.
About the Course
Effective management of records management policies in SharePoint Online (SPO) is crucial for organizations committed to regulatory compliance, risk mitigation, and efficient information governance in the digital age. This essential training course focuses on Managing Records Management Policies in SPO, equipping participants with the methodologies and practical skills to design, implement, and enforce robust recordkeeping rules within their SharePoint Online and Microsoft 365 environments. You will learn how to translate legal and business requirements into actionable policies, configure retention labels, disposition reviews, and audit trails to ensure the defensibility and integrity of your electronic records. Mastering managing records management policies in SPO is paramount for achieving organizational compliance, reducing legal exposure, and fostering a culture of responsible information stewardship.
This intensive training course delves into the practical application of cutting-edge strategies for implementing and enforcing records management policies within SharePoint Online. We will explore the integration of SharePoint Online with Microsoft Purview for advanced compliance features, delve into configuring file plans, understanding event-based retention, and leveraging review processes for compliant disposition. Participants will gain hands-on experience in defining comprehensive records management policies, utilizing built-in SPO features for automated record declaration, and addressing the unique challenges of governing diverse content types. By the end of this training course, you will possess the expertise to design and manage an effective records management policy framework within SharePoint Online, ensuring your organization meets its compliance obligations and maintains trustworthy information assets.
Curriculum & Topics
5 Topics | 24 Sessions
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Workshop 1.1:
• Defining records management policies and their purpose in the digital age.
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Workshop 1.2:
• Understanding the necessity of clear policies for legal and regulatory compliance.
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Workshop 1.3:
• Exploring the role of SharePoint Online (SPO) in enforcing records management policies.
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Workshop 1.4:
• Overview of the benefits of robust records policies (e.g., risk reduction, efficiency, defensibility).
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Workshop 1.5:
• Introduction to key principles of records management within a digital context.
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Workshop 2.1:
• Understanding common legal and regulatory frameworks influencing records management policies.
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Workshop 2.2:
• Navigating data privacy and protection laws (e.g., GDPR, CCPA) affecting records.
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Workshop 2.3:
• The importance of policy alignment with industry-specific compliance mandates.
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Workshop 2.4:
• Consequences of inadequate records management policies.
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Workshop 2.5:
• Developing a legal and regulatory compliance matrix for your organization's records.
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Workshop 3.1:
• Translating business requirements into clear, actionable records management policies.
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Workshop 3.2:
• Defining record series and their respective retention periods.
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Workshop 3.3:
• Developing policies for managing vital records and highly sensitive information.
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Workshop 3.4:
• Ensuring policies are understandable and implementable by end-users.
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Workshop 4.1:
• Understanding retention labels and retention policies in Microsoft Purview.
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Workshop 4.2:
• Learning how to create, publish, and apply retention labels to records in SPO.
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Workshop 4.3:
• Implementing retention policies across SharePoint Online sites, libraries, and content types.
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Workshop 4.4:
• Configuring event-based retention for specific record types.
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Workshop 4.5:
• Automating the application of retention labels and policies where possible
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Workshop 5.1:
• Understanding the concept of immutable records and their importance in compliance.
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Workshop 5.2:
• Utilizing SharePoint Online features for declaring items as records (e.g., Record Center, in-place records).
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Workshop 5.3:
• Managing the disposition review process for records at the end of their retention period.
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Workshop 5.4:
• Implementing secure and auditable deletion of records in compliance with policies.
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Workshop 5.5:
• Best practices for managing the lifecycle of records from creation to final disposition.
