Updated: May 7
Microsoft SharePoint online records management has made significant transformation in recent years to excel as a complete cloud based content services platform. Whether it is Modern sites , Hub sites, improved Power platform or even the Project cortex to bring more automation and machine learning value to SharePoint users.
With introduction of Unified Labels (retention and sensitivity), SharePoint online records management ( and other Office 365 applications) can now be configured to manage a comprehensive information governance lifecycle to meet business, legal and regulatory requirements.
However, before we dive into implementation details of SharePoint online records management, its important to cover the basics of the key feature which drives information governance behaviours within Office 365. The infographic used in this blogpost summarize workings of retention labels (SharePoint online records management) which when applied to any information, define its lifecycle, controls and disposition.
Retention labels provide a 'zero code' solution to meet SharePoint online records management requirements. Furthermore, these fully integrate with SharePoint operations and search, thus enabling information move, site restructure, sharing and discovering information a seamless and simple task for users and site admins.
Whilst retention labels provide a market standard feature for SharePoint online records management, integrating them with existing SharePoint sites, custom solutions, and user behaviours can become a challenge. Read and download the definitive technical guide to modernize and deploy retention labels for SharePoint online records management. Labels managing information behaviours (editing, deletion, sharing etc.) must not disrupt business workflows, hence it is essential that a user focussed 'functional architecture' and a deployment roadmap is developed and validated through 'proof of concepts' before introducing a full scale labelling implementation project.
Infotechtion can help you drive the Information Governance (IG) adoption journey through simplified user experience (UX) and seamless automation. Book a demo with us to 'see in action' and learn about other customer success stories regards to implementation of records management in SharePoint online using Unified retention labels.
I have now added links to a collection of useful reference s and considerations when planning for SharePoint online records management.