Microsoft have introduced a new ‘Records Management’ section in the Security and Compliance portal of Office 365. In many respects, this is simply a re-ordering of what was already in place however it keeps logical elements together, including the new ‘File Plan’ option.
The new File Plan option appears when a new retention label is created as shown below.
Editing the file plan descriptors section brings up the following options, which allows organisations to ‘map’ a File Plan (or BCS) to retention and disposal policies.
Each of these sections allow you to choose from an existing option or add a new one.
If retention policies have been mapped to a file plan, these mapped policies can be viewed when clicking on the ‘File Plan’ section under Records Management, which displays the File Plan according to the Label, allowing the records manager to view these labels as part of a File Plan …
… or just the Policies:
The Events section will only have content if any of the retention policies is linked with a pre-defined event. These events will be listed in this section.
2 thoughts on “Office 365 – Security and Compliance – Records Management section”
Lots of stuff happening in O365 & retention this year hey. Could be useful if you have a lot of retention items i’m guessing. Is this for retention labels & policies? I had previously noted that this is E5 licence stuff though.
Retention labels are accessible with an E3 licence.