Posted in Governance, Information Management, Products and applications, Records management, Retention and disposal, SharePoint Online

Office 365 Records Management update

In my post Applying retention periods to SharePoint document libraries and disposal/disposition actions I included a series of screenshots including one that showed the list of records due for disposal and an option to filter this by site URL.

The site URL filter option has been replaced with ‘Type’ (documents or emails) and ‘Search’ options as shown in the screenshot below. To filter by the site URL, simply enter all or part of that URL in the search option as shown. Actions can then be taken on all documents in that site library.

O365_CompliancePortal_RecordsManagement_DispositionListf

Note that you can Export this date, but also note that the ‘Pending disposition’ section does not display any additional metadata that may be been associated with the documents. Accordingly, it may still be necessary to return to the original library, export all the metadata, and then save that manually to keep a record of what was destroyed.

The ‘Disposed items’ shows a list of records that have been disposed of. It is not yet clear how long this information will remain in this area. Also note that the Disposed items section does not include the ability to search, thereby to refine the list of documents to a site or library.

O365_CompliancePortal_RecordsManagement_DispositionListe

Author:

I am an experienced information management professional based in Melbourne, Australia. I have had close to 40 years of practical working knowledge across the full spectrum of information, records and content management issues, and direct and practical experience with contemporary and emerging business and information and enterprise content management systems. My product knowledge includes SharePoint 2010/2013/Online and OneDrive (SharePoint Administrator), Office 365 (including as a Global Administrator), Yammer, Sway, TRIM Context (R6.2 & 7.1), ECM Documentum, Alfresco Share; and other online systems. www.andrewwarland.com.au

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