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Online Private Course

SharePoint® For Records Managers - Comprehensive


Duration 2 days.jpg
Online Learning.jpg


Learn what you need to know about Microsoft SharePoint in order to successfully manage an Electronic Document & Records Management System (EDRMS) project based on SharePoint in this intense 2-day workshop. This course is laser-focused on only those aspects of SharePoint that you, the RIM professional, need to know about SharePoint. It avoids all the topics from typical off-the-shelf SharePoint training that you don’t need such as apps, websites, workflows, etc. You need to substantially influence how SharePoint is configured and deployed, without being a SharePoint expert. This course is not a hands-on SharePoint experience, rather you will learn the terms, concepts, principles, capabilities and limitations of SharePoint. The instructor will guide you through SharePoint using the live product as well as substantial supporting materials. This training will teach you everything you’ll need to work closely and confidently with your IT team and SharePoint administrators. Most importantly, you’ll be able to clearly define your role and positively influence SharePoint architecture and configuration to support downstream recordkeeping compliance. The goal is to become confident and competent in using SharePoint, and heavily influence its configuration, while adhering to solid recordkeeping principles and compliance. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint”. This course is highly interactive. Work on prescribed team exercises to tackle real-life deployment challenges and clear project-threatening roadblocks. In simulated hands-on software exercises, you’ll apply your new knowledge and insight to configure SharePoint and advise on deployment. You’ll learn to understand the product well enough to participate with confidence in SharePoint configuration, architecture, and deployment decision-making with your IT team.

Learning Objectives

Upon completion of this workshop, participants will be able to:


  • Understand the structure of SharePoint (Sites, Libraries, Lists)

  • Apply version management to documents

  • Use various methods to load documents into SharePoint

  • Deal with the “Missing Mandatory Metadata” phenomenon

  • Leverage Document Sets to properly manage case records

  • Understand the ramifications of moving a document from one location to another

  • Deploy different behaviors for case vs administrative records

  • Define and deploy metadata suitable for recordkeeping compliance

  • Use effective search and retrieval strategies

  • Define the role of the RIM professional and IMA

  • Leverage Onedrive to move documents into SharePoint

  • Design and generate useful reports

  • Apply permissions to manage sensitive records

  • Develop workarounds for internal limitations

  • Apply email management to SharePoint

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