Applying retention policies to SharePoint Online sites

UPDATE - I have added a third option, by creating an Office 365 retention policy (not linked with a label) and applying to a specific site. I am indebted to Francis Laurin (@pzkfwg) and Joanne Klein (@JoanneCKlein) for their feedback and additional comments on the Office 365 retention policy option. There are three main ways …

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Managing correspondence in SharePoint Online including using Teams and Flow

Many (if not most) organisations receive and respond to correspondence in the form of letters or emails. They may also respond to social media messages. Correspondence may be managed in different ways. For example, some organisations may have a dedicated business correspondence unit while in others individuals or business areas may respond. This post describes how …

Mapping complex records retention and disposal classes to Office 365 retention labels – examples

In my previous post on this subject I noted that: Organisations that have complex records retention schedules/disposal authorities should consider grouping retention classes that have the same retention period into a single generic policy This post provides examples how this outcome can be achieved based on real life examples from the private and public sectors. Note …

Mapping complex records retention and disposal classes to Office 365 retention labels

UPDATE (9 October 2019) - based on multiple requests, I will post examples describing ways to map complex retention schedules to Office 365 retention labels in the next post. Records retention schedules, also known as disposal schedules or authorities, usually consist of multiple 'classes' of records that describe or define (a) a logical grouping of …

Why is it so hard to ‘go digital’?

I visited a local fast-food outlet recently and could not help but notice the 'Lever Arch' binders in the small office behind the counter. A small two-drawer filing cabinet was also located below the desk. It made me wonder - in this day and age when pretty much everyone has access to the internet including …