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Course |
Modern Record Management through SharePoint & Office 365 |
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Date |
June 01-05,2026 |
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Venue |
Bangkok, Thailand |
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Investment |
1,590 USD |
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Investment Covers |
Training Training Materials Hotel Accommodation Exposure Breakfast Lunch Refreshment Completion Certificate |
Course Objectives:
- Develop a modern, compliant, and efficient records management system using Microsoft 365 tools
- Understand governance, compliance, and lifecycle management of digital records
- Leverage SharePoint Online for document control, collaboration, and secure storage
- Implement automation and AI-driven classification for records
- Align records management with international standards (ISO 15489, GDPR principles)
- Enhance organizational transparency, accountability, and audit readiness
Course Outline:
Module 1: Introduction to Modern Records Management
- Evolution from paper to digital records
- Key concepts and terminology
- Importance in modern organizations
Module 2: Records Management Standards & Frameworks
- ISO 15489 principles
- Regulatory compliance requirements
- Governance frameworks
Module 3: Overview of Microsoft 365 Ecosystem
- Core tools: SharePoint, OneDrive, Teams, Outlook
- Integration capabilities
- Licensing and architecture
Module 4: SharePoint Online Fundamentals
- Sites, libraries, and lists
- Navigation and structure
- Permissions basics
Module 5: Designing Information Architecture
- Metadata vs folder structures
- Content types
- Taxonomy planning
Module 6: Document & Records Lifecycle Management
- Creation, classification, storage
- Retention and disposition
- Archiving policies
Module 7: Metadata & Content Types
- Managed metadata service
- Creating and applying content types
- Metadata-driven navigation
Module 8: Records Classification & File Plans
- Functional classification schemes
- File plan development
- Tagging and categorization
Module 9: Retention Policies & Labels
- Retention labels in Microsoft 365
- Policy configuration
- Compliance center usage
Module 10: Records Declaration & Locking
- Declaring records in SharePoint
- Immutable records
- Legal hold scenarios
Module 11: Security & Permissions Management
- Role-based access control
- Sensitivity labels
- Data protection strategies
Module 12: Version Control & Audit Trails
- Versioning features
- Audit logs
- Tracking document changes
Module 13: Workflow Automation with Power Automate
- Automating approvals
- Record routing workflows
- Notifications and alerts
Module 14: Integration with Microsoft Teams
- Managing records in Teams
- Collaboration vs recordkeeping
- Governance challenges
Module 15: OneDrive for Business & Personal Records
- Individual vs organizational records
- Synchronization
- Governance considerations
Module 16: Search & Retrieval Optimization
- SharePoint search configuration
- Metadata filtering
- AI-powered search
Module 17: Compliance & Risk Management
- Microsoft Purview Compliance Center
- Risk assessments
- Audit readiness
Module 18: eDiscovery & Legal Hold
- eDiscovery processes
- Case management
- Litigation readiness
Module 19: Data Governance & Information Protection
- Data classification policies
- Sensitivity and encryption
- Data loss prevention (DLP)
Module 20: Migration from Legacy Systems
- Migration strategies
- Data cleansing
- Change management
Module 21: Records Digitization Strategies
- Scanning and OCR
- Digitization workflows
- Quality assurance
Module 22: AI & Automation in Records Management
- AI tagging and classification
- Predictive analytics
- Copilot capabilities
Module 23: Monitoring & Performance Measurement
- KPIs for records management
- Dashboard creation
- Continuous improvement
Module 24: Change Management & User Adoption
- Training strategies
- Stakeholder engagement
- Resistance management
Module 25: Best Practices & Case Studies
- Global benchmarks
- Lessons learned
- Implementation roadmap
Personal & Organizational Impacts:
Personal Impact:
- Enhanced digital literacy and technical expertise
- Improved decision-making through structured information
- Increased productivity and efficiency
- Stronger compliance awareness
Organizational Impact:
- Improved governance and regulatory compliance
- Reduced operational risks and data breaches
- Faster information retrieval and decision-making
- Cost savings through digitization and automation
- Enhanced transparency and accountability
Training Methodologies:
- Instructor-led interactive sessions
- Hands-on practical exercises in SharePoint & Microsoft 365
- Real-world case studies and simulations
- Group discussions and peer learning
- Live demonstrations and system walkthroughs
- Scenario-based problem solving
- Pre- and post-training assessments
Essential Takeaways:
- Ability to design and implement a modern records management system
- Mastery of SharePoint Online for document and records control
- Practical knowledge of retention policies and compliance tools
- Skills to automate workflows using Power Automate
- Understanding of data governance, security, and risk management
- Strategic roadmap for digital transformation in records management