SharePoint Metadata for Records Compliance
You have SharePoint Online. But have you defined custom metadata suitable for your organization? SharePoint metadata is the key to a successful SharePoint experience. However an EDRMS (Electronic Document/Records Management System) deployment is impossible without metadata, as it drives compliance. Did you know that none of the modern recordkeeping software products for SharePoint can function without essential compliance metadata? Too little metadata means you’re not getting value from SharePoint, and recordkeeping cannot work. Too much leads to user complaints. A typical healthy records-compliant SharePoint deployment has an average of 14 metadata fields per library. But the user only has to enter an average of 2.1! Did you know that a modern software-ready retention schedule has to specify metadata? Attend this course to understand the value and purpose of metadata, and learn a structured methodology for defining suitable metadata for a successful compliant SharePoint deployment. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”.
Course Type
Deep Dive
Duration
1 day (8 hrs)
Prerequisite
1. Any Foundation/Introductory Course
2. Strong SharePoint knowledge of Libraries, Columns, Content Types, Document Sets, Permissions
Need to go deeper? Deep-Dive courses feature a full 8 hours on the topic, instead of 4 hours following the fundamentals in the introductory course of the same topic. Twice the depth. Two Prerequisites required.
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Register on any of the available course dates below.
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Any applicable Canadian taxes will be applied at checkout, along with any discount coupon. No tax outside Canada.
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All prices in US$. If registering from Canada, price will be automatically converted to $CAD.
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All sessions conducted via Zoom. You will receive a meeting invitation with registration, and the day before session start.
