Managing records in M365

PROV is pleased to announce the publication of “Managing Records in Microsoft 365: A guide for Victorian public offices”. 

This guidance was developed by Microsoft 365 (M365) expert Andrew Warland who has spent many years working as a consultant across industries including government, advising and guiding organisations on effective recordkeeping within the M365 environment. 

Managing Records in Microsoft 365 was developed to assist Victorian agencies in the management of records created and captured across the M365 environment. Whether your agency is implementing or currently managing an existing M365 environment, this guidance will be a useful resource in understanding the recordkeeping capabilities and limitations of M365. 

This guidance will also help records managers and others to start developing a good understanding of the M365 environment. From its admin centre structure, who should have which assigned roles and responsibilities, where records are captured and stored, to recordkeeping configurations, retention policy recommendations and information architecture approaches. It covers all areas of M365 that creates and manages records including, but not limited to, SharePoint, Exchange (for emails), Teams, Purview (for compliance activities) and Entra (for access arrangements and grouping). 

By utilising this guidance, agencies can work towards meeting their recordkeeping requirements and compliance with PROVs PROS 19/05 Create Capture and Control Standard and other standards and specifications.

Click here to access Managing Records in Microsoft 365: A guide for Victorian public offices.

Please head to our Microsoft 365 topic page for further advice.