Get Control of Retention with the Microsoft 365 Compliance Centre

Out of control growth of records and documents held on SharePoint, Microsoft Teams and other applications is a problem common for many. The Compliance Centre provides records and Information Managers with a great toolset to help manage retention in Microsoft 365. But while what is on offer is very sophisticated, it’s not always entirely intuitive. It’s a steep learning curve, especially if you happen to come from an information industry background as opposed to a technical one.

There’s a lot of advice and guidance from SharePoint practitioners, which is really helpful but sometimes assumes a great deal of familiarity with Microsoft products. So we put together a few short demo videos providing an explanation of retention management in the Compliance Centre and how you might want to apply this – from a records management perspective. 

You can watch the snippet of our first demo below or for the full video and access to the full series visit our Youtube channel. We hope you find these useful to add to your learning and if you want to ask us any questions about the Compliance Centre please use our contact form on the right. 

Join us at CHARM

Metataxis will be attending the next CHARM(Charities Archives and Records Managers Group) meeting along with Caroline Sampson from The National Archives to talk about the new recordkeeping guidelines developed for the charities and voluntary sector. Focussing particularly on full lifecycle management, the Management Framework for Retention and Transfer has been developed specifically for the charities sector.

Metataxis has been pleased to work in collaboration with The National Archive to develop the Framework in close consultation with professionals from the charities and voluntary sector. The project to develop the Framework gave us numerous opportunities to have lively and informative discussions about retention, transfer and general information management practice with many working in the charity sector. So, we are very much looking forward to attending the next CHARM meeting on the 10th of October. If you wish to attend visit the CHARM website to contact the organisers.