IRMS Roundtable on Records Management in Microsoft 365

After July’s incredibly successful Roundtable on Records Management in Microsoft 365, we are pleased to announce that we have scheduled a follow-up discussion for Thursday, September 3 from 2:00 - 3:30pm. We will be joined by representatives from Microsoft’s Security and Compliance team and will be discussing those tweaks and changes that were requested by the community and addressed in July.

The IRMS Roundtable on Records Management in Microsoft 365 is helping to bring together a “community of practice”, individuals who want to work with Microsoft to continuously improve the records management capabilities offered within the Microsoft 365 platform. This “community of practice” comprises national archives and regulators as well as leading experts on Microsoft 365 in the information and records management sector.

We’d love you to join us and partake in the discussions at the next IRMS Roundtable on Records Management in Microsoft 365 (Thursday, September 3 from 2:00 - 3:30pm) - click here to register now! And if you are planning on joining us, please share your participation on social media. This is the IRMS’s community initiative, so let’s be proud to tell the world about it!

If you missed the previous roundtable, you can always catch up with the conversation to date on the IRMS YouTube channel. And while you’re there, give us a ‘Like’ and subscribe.

Our Goals

The next Roundtable on Records Management in Microsoft 365 has two primary objectives:

1.     Discuss remediation of the challenges presented by our community of practice:

  a.     Record disposition and deletion

  i.     Essential metadata to be retained as part of destruction evidence for records in Microsoft 365

  ii.     Disposition management across multiple tenants

  iii.     Improve the filters and options to those records subject to disposition review in Compliance Center

  b.     Long-term preservation

  i.     Develop options for the long-term preservation of digital records in order to facilitate the transfer of content and all original metadata to archival institutions

  ii.     Discuss the permissions related to changing / removing a retention label that has been applied to a file

  c.      Record metadata

  i.     Discuss options to make audit logs more accessible to SharePoint end users

  ii.     Develop options to facilitate the inclusion of metadata stubs in SharePoint libraries to record this action

  iii.     Develop an option to configure ‘Apply retention label’ as either mandatory or optional

2.     As a community of practice, establish a “Design Partnership” with Microsoft

Our Roundtable

We have an impressive list of speakers signed up already:

•       Reynold Leming – Informu and IRMS Chair

•       Maria Concesa Lim – Hewlett Packard Enterprise and IRMS Scotland Chair

•       Robert Bath – Intelogy and IRMS Digital Director

•       Andrew Warland– Independent Consultant

•       Vivek Bhatt – Infotechtion

•       Joanne Klein – NexNovus and Microsoft MVP

•       John Mancini – Content Results and IM International Evangelist

Government Organisations

US National Archives and Records Administration – Bethany Cron

Archives New Zealand – Mick Crouch

National Archives of Australia

Library and Archives Canada – Jennifer Woods

Public Record Office Victoria – Peter Francis

State Records of South Australia – Tony Leviston

Arkivverket (The National Archives of Norway)

•       Espen Sjøvoll – Director

•       Marthe Rosenvinge – Senior Advisor

The National Archives

•       Nicki Welch – Head of Cross-Government Engagement

•       Matt Tanton – Cross Government Engagement

•       Bállint Csöllei – Cross Government Engagement

National Records of Scotland

•       Hugh Hagan – Senior Public Records Officer

•       Gillian Mapstone – Head of Records and Archives Engagement

•       Pete Wadley – Public Records Officer

Microsoft

•       Nishan DeSilva – Principal Group Engineering Manager, Security and Compliance

•       Roberto Yglesias – Principle Program Manager, Information Protection and Compliance

•       Tina Ying – Senior Product Marketing Manager, Security and Compliance

•       Amit Bhatia – Product Marketing, Security and Compliance

•       Sachin Gupta – Senior Software Engineer - Microsoft Teams

•       Stefanie Bier – Program Manager, Security and Compliance

•       Alison Turnbull – Cloud Solution Architect, Security and Compliance

Optional Attendees

•       Bharath Raghunathan – Senior Program Manager

•       Matthew Littleton – Global Advanced Compliance Specialist, Microsoft