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.

    Note that active participation is essential to benefit from the session fully, and no recordings will be provided in order to preserve the workshop's integrity and interactivity.
     

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