SharePoint and Office 365 Record Management Course

SharePoint and Office 365 Record Management Course

Advanced | 10 days | Face to Face / Online / Elearning | Certificate
01

Course Overview

Course Summary
Course Title SharePoint and Office 365 Record Management Course
Organization Tech For Development (T4D)
Venue Tech For Development (T4D) Training Centre
Duration 10 days
Target Industries
Target Job Roles
Course Fees (Face-to-Face) USD 2,700/KES 189,000 (Exclusive of VAT)
Course Fees (Virtual)
Training Modes Virtual and face-to-face training
Payment Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course
Accreditation Tech For Development Certificate of Course Completion

Course Overview

This comprehensive 10-day course by T4D equips professionals with the skills to manage records and information using SharePoint and Office 365. Participants will master document management, data compliance, and migration strategies, leveraging tools like SharePoint Online, OneDrive, and Microsoft Teams. Through hands-on exercises and case studies, you’ll build adaptable solutions for modern digital enterprises across public, private, corporate, and voluntary sectors.

Course Duration

10 Days

Target Audience

  • Document controllers and administrators
  • IT professionals and project managers
  • Training and HR administrators
  • Professionals in public, private, corporate, or voluntary sectors

Organizational Impact

  • Streamlined record management with SharePoint and Office 365
  • Enhanced data compliance with GDPR and other regulations
  • Improved operational efficiency through automated workflows
  • Reduced risks with secure data management practices

Personal Impact

  • Mastery of SharePoint and Office 365 for record management
  • Enhanced career prospects in IT and administrative roles
  • Increased confidence in managing complex data systems
  • Improved skills in compliance and migration strategies

Course Objectives

  • Implement record management solutions in SharePoint and Office 365
  • Configure SharePoint for effective information architecture
  • Manage email and digital records securely in the cloud
  • Execute content migration and legacy system decommissioning
  • Ensure compliance with data protection and privacy regulations
02

Course Modules

Course Outline

Module 1: Foundations of Records Management

  • Understanding enterprise content management
  • Exploring the record life cycle
  • Managing digital and paper records
  • Assessing records management in the cloud
  • Case Study: Design a record management framework

Module 2: SharePoint Online Architecture

  • Navigating SharePoint Online structure
  • Configuring sites and libraries
  • Setting up document management features
  • Integrating with Office 365 tools
  • Case Study: Configure a SharePoint document library

Module 3: SharePoint Search and Administration

  • Optimizing SharePoint search settings
  • Managing site administration tasks
  • Customizing metadata and content types
  • Ensuring user accessibility
  • Case Study: Set up a SharePoint search system

Module 4: Office 365 Core Features

  • Exploring Office 365 architecture
  • Using OneDrive for Business for file storage
  • Leveraging Microsoft Teams for collaboration
  • Managing Office 365 client device support
  • Case Study: Implement OneDrive for team files

Module 5: Email and Data Protection in Office 365

  • Managing email records with Outlook
  • Configuring data protection policies
  • Ensuring GDPR compliance in Office 365
  • Securing sensitive information
  • Case Study: Develop an email retention policy

Module 6: Content Migration Planning

  • Defining migration phases and requirements
  • Conducting content inventory and discovery
  • Designing migration workflows
  • Preparing for legacy system decommissioning
  • Case Study: Plan a SharePoint migration strategy

Module 7: Executing Content Migration

  • Testing migration scenarios
  • Implementing migration with tools like ShareGate
  • Validating data integrity post-migration
  • Training users for new systems
  • Case Study: Execute a mock migration to SharePoint

Module 8: Governance and Security in SharePoint

  • Establishing governance policies
  • Managing permissions and access controls
  • Configuring information protection tools
  • Ensuring service assurance
  • Case Study: Set up SharePoint permission levels

Module 9: Compliance and eDiscovery

  • Handling eDiscovery requests in SharePoint
  • Using audit tools for compliance tracking
  • Monitoring GDPR and regulatory adherence
  • Reporting compliance metrics
  • Case Study: Conduct a mock eDiscovery audit

Module 10: User Training and System Optimization

  • Designing user training programs for SharePoint
  • Optimizing SharePoint for user experience
  • Implementing continuous improvement strategies
  • Creating a roadmap for future enhancements
  • Case Study: Develop a SharePoint training plan
03

Course Administration

Methodology

Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.

Accreditation

Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion

Training Venue

The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.

Accommodation & Airport Transfer

Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179

Tailor-Made

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.

Payment

Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].

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Kigali
Addis Ababa
Kuala Lumpur
Accra
Pretoria
Cape Town
Johannesberg
Cairo
Arusha
Machakos
Zanzibar
Kisumu
Nakuru
Mombasa
Nairobi
Naivasha
Kampala
Dubai