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.

File Plan

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:

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.

 

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• Governance
• Information Management
• Products and applications
• Records management
• Retention and disposal
• SharePoint Online