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records management

Learn to setup different policies for departments discussing exactly the same Office 365 tenant with this free web seminar “Tailoring Microsoft Teams &amp Delegating Administration at work 365!” on August seventh at 11:00 AM EST.


As increasing numbers of organizations start utilizing Microsoft Teams, you will find growing concerns around how you can properly manage all the details that users are responsible for. Within our recent web seminar, we provided the basic steps of ways to get information management ready to go simply and rapidly. The secret is breaking the issue lower into bite-sized, actionable chunks!  

1. Map and Understand Your Information 

The initial step is to map and understand your data at an advanced. Understanding the different sorts of collaborative areas you’ve inside your organization will help you drill lower in to the specific information contained within each. The chart below supplies a visual on what that could seem like 

2. Implement a Classification Schema 

The next thing is defining the plan you need to use to explain your data. This can be by means of a company classification plan, a taxonomy, or perhaps a file plan. This schema is ultimately the terms that you employ to tag your data. Classifying your information will help you to sort and organize it with labels which make surfacing and protecting pertinent data simpler 

3. Assign Actions to Terms and Deploy Across Office 365 

Once you’ve produced clearly defined terms, you have to associate them with outcomes and actions. These could be a single action (e.g. destroy after many years) or maybe it’s a more complicated lifecycle (e.g. move to a different location, declare a product like a record, after which destroy it). Basically, you need to map your information’s journey to really make it simple to track.  

Including having the ability to push the terms as well as their connected actions towards the places where the appropriate information is going to be saved. This is when you link your records management processes for your information architecture, thus making certain the information is going to be classified on capture and for that reason managed immediately.  

4. Streamline the consumer Experience 

Once you have your data mapped, the next thing is to automate the procedure. This can naturally allow it to be simpler for finish users to complete the best factor. End users also shouldn’t be records managers, so attempt to set defaults and permit the machine to get rid of the responsibility of individuals traditional records tasks wherever you are able to.  

5. Maintain Compliance and Integrity 

Now that you’ve got your data mapped and automatic, you still need monitor it! Use reporting and auditing to keep oversight of the system (making tweaks and adjustments where needed). This is when you are able to ensure record integrity and authenticity.  

If you prefer a more in-depth consider the process and to be sure that your Microsoft Teams details are being correctly managed, sign up for the on-demand version of our web seminar! 


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