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

Office 365 – Security and Compliance – Records Management section

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.

O365_CompliancePortal_RecordsManagementetc

File Plan

The new File Plan option appears when a new retention label is created as shown below.

O365_Classifications_Labels_FilePlan1

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.

O365_Classifications_Labels_FilePlan2

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 …

O365_Compliance_RecordsManagement_FilePlan1

… or just the Policies:

O365_Compliance_RecordsManagement_FilePlan2

Events

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.

O365_Compliance_RecordsManagement_Events

 

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

2 thoughts on “Office 365 – Security and Compliance – Records Management section

  1. 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.

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