# Records Management with SharePoint and Microsoft 365

> Design and run compliant electronic records in SharePoint: file plans, metadata, retention labels and secure sharing.

- **Provider:** Afriskora Training Solutions
- **Category:** Office Administration & Personal Effectiveness
- **Duration:** 3 days
- **Formats:** classroom (cities across Africa), live virtual (Zoom/Teams), in-house for teams
- **Certificate:** Afriskora Certificate of Completion, verifiable online
- **Booking:** request dates and a quote; invoice and EFT payment
- **Web page:** https://afriskora.co.za/courses/office-administration/records-management-with-sharepoint-and-microsoft-365
- **Request dates:** https://afriskora.co.za/request-training?course=records-management-with-sharepoint-and-microsoft-365

## Overview

Many organisations moved to Microsoft 365 without moving their records discipline with them, and now struggle with duplicated files, lost versions and retention obligations they cannot prove. This course shows records and information officers how to build a file plan in SharePoint, apply metadata and retention labels, manage access, and meet the National Archives and POPIA requirements that apply to their documents.

## Who should attend

- Records managers and registry staff
- Information and knowledge managers
- SharePoint site owners and IT administrators
- Compliance officers responsible for document retention

## Learning outcomes

- Design a file plan and site structure for SharePoint
- Apply metadata, content types and naming standards
- Configure retention labels and disposition review
- Control access and external sharing appropriately
- Align electronic records with archival and POPIA obligations

## Course outline

### Module 1: Records principles in a digital office

- Records versus documents
- Legal and archival requirements
- File plans and classification schemes
- Migrating from shared drives and paper

### Module 2: Building it in SharePoint

- Sites, libraries and content types
- Metadata and search
- Version control and check-out
- Permissions and sharing settings

### Module 3: Retention and compliance

- Microsoft Purview retention labels
- Disposition and legal holds
- POPIA and access requests
- Records audit checklist