Training on Mastering SharePoint for Electronic Records Management

Many organizations use Microsoft SharePoint as a collaboration and document sharing tool, but few fully leverage its capabilities as an Electronic Document and Records Management System (EDRMS). When properly configured, SharePoint can provide powerful records governance features including classification, retention management, automated workflows, and compliance controls.

Mastering SharePoint for Electronic Records Management equips professionals with the knowledge and practical skills needed to transform SharePoint into a robust platform for managing electronic records. The course focuses on configuring SharePoint environments to support structured records management practices while ensuring compliance with organizational policies and regulatory requirements.

Participants will learn how to design metadata structures, implement records classification systems, configure retention schedules, and automate document lifecycle management. The training also explores strategies for integrating records governance frameworks with SharePoint libraries, workflows, and permissions management.

In addition, the course addresses key topics such as compliance monitoring, information security, version control, and auditing within SharePoint environments. Participants will gain practical insights into implementing governance policies that enhance accountability and improve information retrieval.

Through practical exercises, demonstrations, and real-world case studies, participants will gain hands-on experience configuring SharePoint for electronic records management, enabling their organizations to move beyond simple file storage toward a structured and compliant digital records environment.

By the end of the training, participants will be able to configure and manage SharePoint systems that support effective records governance, compliance, and efficient information access.

Duration

5 Days

Who Should Attend

• Records managers and information officers responsible for digital records governance

• SharePoint administrators and IT specialists managing SharePoint environments

• Compliance and governance professionals overseeing regulatory adherence

• Business analysts and knowledge managers supporting information systems

• Professionals responsible for implementing electronic document and records management systems (EDRMS)

Individual Impact

• Learn how to configure SharePoint for records compliance.

• Gain confidence in automating retention and disposition.

• Improve technical skills in metadata and workflows.

• Reduce time spent on manual recordkeeping tasks.

• Advance career prospects with SharePoint and EDRMS expertise.

Organizational Impact

• Strengthen compliance with records regulations.

• Improve efficiency through automated retention policies.

• Enhance searchability and retrieval of critical records.

• Reduce risk of data loss or non-compliance penalties.

• Unlock more value from existing Microsoft investments.

By the end of this course, participants will be able to:

• Configure SharePoint sites and libraries for records management.

• Design and apply metadata for classification and retrieval.

• Automate retention and disposal processes.

• Develop workflows for approvals and compliance checks.

• Integrate SharePoint with broader information governance strategies.

Module 1: Introduction to SharePoint as an EDRMS

• Understanding SharePoint capabilities for records management

• Compliance drivers for using SharePoint as an EDRMS

• Key features vs. traditional records systems

• Case Study: How a global firm transformed its records program with SharePoint

Module 2: Metadata and Information Architecture

• Designing metadata for classification and retrieval

• Content types, columns, and site structures

• Building taxonomies aligned to organizational needs

• Practical Exercise: Create a metadata schema for HR records

Module 3: Configuring Retention Policies and Labels

• Applying retention policies and labels in SharePoint

• Automating disposal and audit trails

• Legal holds and compliance center integration

• Case Study: Retention compliance in a financial services firm

Module 4: Workflows and Automation

• Using Power Automate with SharePoint for recordkeeping

• Approval workflows and compliance checkpoints

• Automating routine tasks (archiving, notifications)

• Practical Exercise: Build a workflow for contract approvals

Module 5: Governance, Security, and User Adoption

• Access controls, permissions, and security groups

• Building policies for user behavior and compliance

• Training and adoption strategies for staff

• Final Project: Design a SharePoint EDRMS implementation plan