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Professional Training, Qualifications & Personnel Certification Services

Implementation of Modern Record Management through SharePoint and Office 365

Develop the skills to plan controlled record management in a collaboration environment. Explore record classification, metadata and retention configuration through practical casework. Prepare a digital records implementation and governance plan for review and workplace application.

7 specialist capabilitiesPractical training deliveryDefined success criteria
Implementation of Modern Record Management through SharePoint and Office 365
Implementation of Modern Record Management through SharePoint and Office 365Training designed around competence and workplace application

BUILT AROUND YOUR REQUIREMENT

Implementation of Modern Record Management through SharePoint and Office 365 with a clear purpose

Each engagement starts with the required outcome, operating context and evidence of success. The result is a focused Implementation of Modern Record Management through SharePoint and Office 365 scope with clear responsibilities and handover points.

Accredited courses

NEBOSH, IOSH, Highfield, PECB and ISO-aligned programmes.

Expert trainers

Practitioners who apply the subject in industry every day.

Any format

Classroom, live virtual or in-house at your site.

Assessment and certificates

Examinations, assessments and certificates managed for you.

7 SPECIALIST CAPABILITIES

What the service can cover

Select the capabilities that match your Implementation of Modern Record Management through SharePoint and Office 365 requirement, operating context and agreed delivery stage.

01

Duration

3 days / 21 hours

02

Programme route

Professional development training

03

Learning outcome

Plan controlled record management in a collaboration environment.

04

Learning outcome

Apply course methods to a case involving metadata and retention configuration.

05

Learning outcome

Prepare a digital records implementation and governance plan using a relevant work scenario.

06

Learning outcome

Explain the evidence and limitations behind decisions on record retrieval.

07

Applied output

A digital records implementation and governance plan.

PROGRAMME PROFILE

Learning, assessment and application

Review the proposed route, learning content, audience and assessment considerations before confirming delivery.

Programme referenceBEM-09-030
Programme routeProfessional development training
Duration3 days / 21 hours
StatusDraft — delivery approval required

Key topics and modules

  • Record classification
  • Metadata
  • Retention configuration
  • Access control
  • Record retrieval
  • Case exercise: applying metadata
  • Case exercise: decisions and limits in Access control
  • Practical workshop: developing the digital records implementation and governance plan

Who it is for

  • Administrative professionals
  • Business analysts
  • Department coordinators
  • Finance staff
  • Team leaders

Relevant industries

Professional services, Manufacturing, Retail, Public services, Education

Workplace value

  • Provide teams with a digital records implementation and governance plan to support consistent decisions and clearer handovers.
  • Strengthen review of Access control and record retrieval using the course exercises and documented findings.
  • Support performance follow-up through a defined measure: records retrievable with assigned retention and ownership.

Assessment and entry considerations

Entry and recognition: Product names identify the software subject, not an authorised vendor qualification. Agree the software version, licences, access rights and learner baseline before delivery; use anonymised practice data. The proposed duration covers BEMCON learning delivery. It does not establish an external qualification, personnel certification or operating licence.

Duration basis: Proposed BEMCON taught duration; not an official qualification requirement

HOW WE WORK

From skills need to workplace capability

A defined workflow keeps the work aligned with the approved scope and makes progress, decisions and handover easier to manage.

Scope your requirement
  1. 01

    Clarify the requirement

    Confirm the purpose, operating context, stakeholders and expected outcome for Implementation of Modern Record Management through SharePoint and Office 365.

  2. 02

    Agree the delivery plan

    Define activities, responsibilities, inputs, dependencies, checks and approval points.

  3. 03

    Deliver and coordinate

    Complete the specialist work while keeping progress, risks and decisions visible.

  4. 04

    Review and hand over

    Confirm the completed scope, record outcomes and agree practical next actions.

WHAT YOU RECEIVE

Competence evidence and next steps

Confirmed scope

Documented objectives, responsibilities, constraints, assumptions and acceptance points.

Specialist work package

Relevant analysis, coordination and technical work for Implementation of Modern Record Management through SharePoint and Office 365.

Clear evidence and records

Findings, decisions, completed checks and limitations recorded for the agreed scope.

Practical next steps

Prioritised actions for implementation, follow-up, improvement or ongoing support.

LET'S TALK

Request a call back

Tell us what you need and a BEMCON adviser will contact you.