Month: October 2019

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┬ásocial 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 … Continue reading Managing correspondence in SharePoint Online including using Teams and Flow

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┬áretention 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 … Continue reading Mapping complex records retention and disposal classes to Office 365 retention labels – examples

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 … Continue reading Mapping complex records retention and disposal classes to Office 365 retention labels