Records Management
SharePoint records management with clear ownership
Important records are mixed with working files, and staff are unsure what to keep. We turn SharePoint into a records management system built around your requirements, with clear owners and a plan for each record’s lifecycle. Our Canadian team works with your records owners, advisers, and IT provider.
Partner designations
- Modern Work
- Data & AI (Azure)
- Digital & App Innovation
Organize records around the rules you need to follow
Design libraries, metadata, access, and archives around approved requirements. Purview controls are separately scoped, with tenant compliance setup coordinated through your IT or security team.
We review records and requirements, configure the agreed SharePoint structure, then validate representative records and train the owners who will maintain it.
What the work can include
- Records inventory and ownership review
- File plan and record-category mapping
- SharePoint library and metadata design
- Permission and access-model planning
- Archive structure and migration planning
- Retention-label requirements for your IT team
- Validation and handover checklists
- Guidance for record owners
- Separately scoped Purview control planning
Make important records easier to manage over time
Featured records management benefits
Find the records you need with less searching
Use consistent structures and labels to help staff locate the right records for an agreed purpose.
Make ownership and next steps clearer
Define who maintains each record category and how content moves into review or archive.
Support a more consistent records process
Translate approved requirements into structures and responsibilities that people can follow in everyday work.
Retention and evidence built into everyday work
College of Registered Nurses of Alberta · Records and email evidence
Kept required records and email evidence in one place
Questions about SharePoint records management
Is records management the same as document management?
Document management helps people organize and work on files. Records management adds decisions about which information must be retained, who owns it, and what happens at the end of its lifecycle. The design follows your approved requirements.
Will this make our organization compliant?
Your organization and advisers determine the obligations, retention periods, and permitted disposal actions. We help translate approved requirements into the agreed SharePoint structure and plan. Software configuration alone does not establish that every obligation has been met.
Do you configure Microsoft Purview retention labels?
Purview controls require a separate scope, suitable licences, and coordination with your IT or security provider. We agree who designs, configures, and approves each control before work begins. Tenant compliance-center setup is not assumed in this service.
Can we bring existing records into the new structure?
Migration can be included after reviewing the source, record categories, access rules, and approved retention requirements. Your records owners decide what moves and validate the result. We do not assume that an old folder structure is a suitable records plan.
What affects cost and timing?
The main factors are record categories, source quality, required structure, permissions, migration, and separately scoped controls. We define the work before estimating. Microsoft licensing and your own policy, legal, or IT work may add separate costs.
Tools we work with
Using something else? We can work with your existing technology and help you find the right way forward.
Need help with records management?
Tell us what information you need to keep, who owns it, and where the current process is unclear. We’ll help you plan the next step.
Real people, here to help
We’ll get back to you within one business day
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