ALGIM Training Session: Microsoft 365 Purview Records Management

If you’re responsible for the management of information in Microsoft 365, or the design and adoption of Microsoft 365 for information management, this course is for you.

This course has been designed by Records Managers for Records Managers and is built around standards. It covers Microsoft Purview.

Learn how to design, configure and implement Microsoft 365 to get the most of its features and gain an understanding of coverage for existing standards.

This course will explore the information management features of Microsoft 365, including licensing requirements and information architecture requirements to support information governance.

About our presenter Andrea McIntosh, Leadership Through Data

Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

Course outline:

Module 1

• Records Management and M365
• Microsoft 365 Environment
• Modern Collaboration Architecture
• Considerations in a cloud world
• Data Governance within M365
• Microsoft 365 Information Architecture
• Relationship between Teams & SharePoint
• Metadata and Content types
• Making the most of metadata

Module 2

• Microsoft Purview
• Records Management Overview
• Records Management Features
• Retention Policies
• Retention Labels
• Static and Adaptive scopes
• File Plans
• Retention triggers including event triggers
• Labels declaring records

Module 3

• Auto-application of retention labels
• Retention labels vs Retention Policies
• Principles of retention
• Disposition options
• Best practice for retention labels and policies
• Licensing requirements for RM
• M365 records management limitations

Module 4

• eDiscovery
• Data Loss Prevention (DLP)
• Dashboards, audit log and reporting
• Which license do we need
• Planning for change
• Working together with IT
• M365 Assessment against key RM standards

What you need to know

For any questions, please contact service@algim.org.nz