Implementing SharePoint Records Management Training

Level: Intermediate
Rating: 4.9/5 4.88/5 Based on 8 Reviews

In this SharePoint Records Management training course, you will learn to implement a records management strategy that meets your organisational needs. You will gain the skills to evaluate corporate records management best practises, and create a central records repository by designing SharePoint sites and metadata to manage records and migrate content to SharePoint sites.

Key Features of this SharePoint Records Management Training:

  • Train your whole team by bringing this course to your facility
  • After-course instructor coaching

You Will Learn How To:

  • Transform your records needs to SharePoint
  • Build and customise a SharePoint records centre
  • Implement content types to manage record metadata
  • Automate organising records with the content organiser

Choose the Training Solution That Best Fits Your Individual Needs or Organisational Goals


Team Training

  • Bring this or any training to your organisation
  • Full - scale program development
  • Delivered when, where, and how you want it
  • Blended learning models
  • Tailored content
  • Expert team coaching
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Team Training

Important SharePoint Records Management Course Information

  • Prerequisites

    No formal prerequisites are required to attend this course.

SharePoint Records Management Course Outline

  • Creating and customising a SharePoint record centre
  • Planning and designing metadata requirements for records
  • Implementing content types to standardise record metadata
  • Customising SharePoint sites to meet workflow requirements

SharePoint Records Management Training FAQs

  • What is record management in SharePoint?

    Record management in SharePoint allows users to create a central record repository by designing SharePoint sites and metadata to keep track of records and migrate content to SharePoint sites.

  • How can I bring this SharePoint Records Management course to our facility to train our team?

    Learning Tree provides Private Team Training that can save time and travel costs by training your entire team at once, at a convenient location of your choice. We handle all the details including instructor travel, tailored content, comprehensive course materials, shipping and equipment setup and teardown.

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