Category: Compliance

Ten tips for records managers to monitor records in Microsoft 365

Ten tips for records managers to monitor records in Microsoft 365

With the large-scale adoption of Microsoft 365 (M365), many records managers have had to find ways to manage the records that have been (and continue to be) captured and stored across the ecosystem, including via Teams, SharePoint Online, OneDrive for Business and Exchange Online. The M365 ecosystem is more complicated than a single server-based Electronic … Continue reading Ten tips for records managers to monitor records in Microsoft 365

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Why records managers and IT need to understand Microsoft 365 groups better

Why records managers and IT need to understand Microsoft 365 groups better

Office (later Microsoft) 365 (M365) Groups were introduced to Office 365 in 2014. Although Microsoft Teams was introduced in March 2017, there has been a general lack of understanding about the relationship between Teams and M365 Groups on the part of both records managers and IT. This post explains what both records managers and IT … Continue reading Why records managers and IT need to understand Microsoft 365 groups better

Delete or do nothing – retention policy outcomes on Exchange Online mailboxes and OneDrive accounts

Delete or do nothing – retention policy outcomes on Exchange Online mailboxes and OneDrive accounts

Microsoft 365 Exchange Online (EXO) mailboxes and OneDrives assigned to individual end users have one thing in common - they may contain the only copy of corporate records (and other content) that cannot be easily accessed or managed as records. Organisational efforts to encourage end users to save emails (and other potential records) to a … Continue reading Delete or do nothing – retention policy outcomes on Exchange Online mailboxes and OneDrive accounts

Changing patterns of office work

Changing patterns of office work

A recent (September 2021) Verge post titled 'File Not Found' by Monica Chin (@mcsquared96) noted how pre-defined storage locations for digital content have become mostly redundant for the younger generation that grew up using Google to find content - 'the concept of file folders and directories, essential to previous generations’ understanding of computers, is gibberish … Continue reading Changing patterns of office work

What licences or roles are needed to manage records in Microsoft 365

What licences or roles are needed to manage records in Microsoft 365

One of the difficulties for many records managers new to Microsoft 365 is that they may not know or have access to everything they need to know to manage records in that environment. This post provides an overview of the accounts, licences and roles that may be needed to manage records in Microsoft 365. As … Continue reading What licences or roles are needed to manage records in Microsoft 365

In place vs in place management of records in Microsoft 365

In place vs in place management of records in Microsoft 365

The ability to manage records 'in place' in SharePoint has existed since around 2013. But this is not the same thing as leaving records where they were created or captured and managing them there - 'in place'. This post explains the difference between the two 'in place' options. In brief: The Microsoft 'in place' model … Continue reading In place vs in place management of records in Microsoft 365