INTRODUCTION
RIMPA Global has collaborated with Leadership Through Data (LTD) for Enhanced Microsoft 365 Training. This course is instructor-led with hands-on experience and includes workbooks.
Who should attend?
- Those who have roles involving the management of records.
- Those involved in the design and adoption of Microsoft 365 for information management.
Duration: The course will be delivered over 3 days (4 hours each day).
Timings: 10.00 am AEST to 02:00 pm AEST.
Conditions:
- A minimum of 5 attendees is required for RIMPA Global to proceed with this course.
- As the course is hands-on attendance is mandatory for all course days, recordings will not be applicable.
DESCRIPTION
This course is split into four modules and includes hands-on experience in a Microsoft 365 training environment. You will be given an understanding of the most up-to-date technology underpinned by records management best practices and standards.
The course will cover the following topics:
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
LEARNING OUTCOMES
- To give an overview of the Microsoft 365 ecosystem for Records Managers
- To look at the pros, cons, and weaknesses of various features from a standards and compliance perspective
- To provide an understanding of different approaches to records management
- Considerations when assessing information risk and mitigation/acceptance of risk
- To gain hands-on experience with Microsoft 365 Records Management compliance features
- To work through practical exercises
- To identify key support channels and resources
- Thinking about your next steps and user adoption
This is an advanced Microsoft 365 course and assumes you are already:
- Familiar with using Microsoft 365 for file storage including SharePoint.
- Familiar with editing document metadata (properties) in SharePoint.
- Familiar with information life cycles and records management in general terms.
- Familiar with the Microsoft Purview Administration Centre.
