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.
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