The following are observations from using the 'Move To' function in a SharePoint Online library to move close to 18,500 files and folders over a weekend, from a 'classic' SharePoint subsite in a SharePoint Online site to a new and 'free standing' site in the same tenant. The moving was completed over a weekend to … Continue reading Observations on ‘Move To’ in SharePoint Online
Category: Electronic records
Every SharePoint document library, including the Teams 'Files' tab, includes the ability to move or copy files somewhere else in the tenant. For some unknown reason, the arrow in the SharePoint library points to the right but in Teams it points to the left, and in Teams the 'to' is missing. What actually happens when … Continue reading What happens when files are moved in SharePoint?
One of the consequences of the (relatively sudden) requirement to work from home from early 2020, was that Microsoft 365 - primarily Outlook and Teams (with 'Files' or SharePoint and OneDrive for Business behind the scenes) - became the de facto system to create and capture 'unstructured' records. Unlike centralised electronic document and records management … Continue reading Where are the records in Microsoft 365?
Teams chats and channel posts are a bit of a problem to manage as records because it is not easy to capture them - either individually or as a thread. The most common solution is to screenshot them but this is hardly ideal. End-users may be able to delete or edit sent chats and posts. … Continue reading What happens when you delete or edit sent Teams chats and posts
Folders provide a simple way to group content on network file shares. But, while they may look the same in SharePoint (or in a synced library in Windows File Explorer), and are the default way to group content in Teams-linked SharePoint sites, they are not always the best way to aggregate let alone manage digital … Continue reading Avoid using folders to aggregate records in SharePoint
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
Microsoft 365 provides two primary locations for end-users to create and capture document type content - OneDrive for Business ('my files') and SharePoint Online ('our files'). Both of these can be accessed from the Chats (ODfB) and Team channels files (SPO) tabs in MS Teams. Both OneDrive for Business and SharePoint (including via the Files … Continue reading Sync vs Add Shortcut to OneDrive from SharePoint
In my previous post about managing inactive Teams, the third option listed was to apply retention policies to those Teams. It included the graphic below. This post provides more details of a basic retention model that can be applied to both active and inactive Teams. Key takeaways Key takeaways from this post for records and … Continue reading A basic retention model for Microsoft Teams
As organisations increasingly move content from network file shares to SharePoint, many have found that folders in SharePoint (and via the Files tab in Teams channels) are a bit less friendly. For example, there is no way to 'expand' the folder view, so it is not possible to see the folder hierarchy (unless the library … Continue reading Combining metadata with folders in SharePoint
Humans have natural instinct for grouping, classification and categorisation of things. It helps us find what we are looking for and gives us a sense of satisfaction, whether it be household items, computer storage, or much broader social and population groupings. Humans have created and kept records ever since we developed a way to record … Continue reading Are auto-generated topic cards the future for aggregations of records?