Training on Mastering SharePoint for Electronic Records Management
Master SharePoint for electronic records management. Learn to configure retention, metadata, and workflows for compliance and efficiency
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Intermediate
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
Many organizations use SharePoint for document storage and collaboration, but few fully utilize its capabilities as a robust Electronic Document and Records Management System (EDRMS). Without proper configuration and governance, organizations risk poor records control, compliance gaps, inefficient retrieval, and inconsistent information management practices.
This course equips participants with practical skills to configure and manage SharePoint as an effective EDRMS. Participants will learn how to design metadata structures, implement retention policies, automate workflows, strengthen records governance, and ensure compliance with legal and regulatory requirements.
Through hands-on exercises and real-world scenarios, the training enables participants to transform SharePoint from a basic file-sharing platform into a secure, compliant, and efficient records management solution that supports organizational accountability and information governance.
Duration
5 days
Who Should Attend
-
Records managers and information officers
-
SharePoint administrators and IT specialists
-
Compliance and governance professionals
-
Business analysts and knowledge managers
-
Anyone tasked with implementing EDRMS solutions
What you'll walk away with
By the end of this course, participants will be able to:
-
Configure SharePoint sites and libraries for records management.
-
Design and apply metadata for classification and retrieval.
-
Automate retention and disposal processes.
-
Develop workflows for approvals and compliance checks.
-
Integrate SharePoint with broader information governance strategies.
What we cover, module by module
Module 1: Introduction to SharePoint as an EDRMS
- Overview of SharePoint for electronic records and document management
- SharePoint capabilities for compliance and records governance
- Differences between SharePoint and traditional EDRMS platforms
- Key records management features in Microsoft 365 environments
- Case Study: Transformation of a corporate records management system using SharePoint
- Practical: Assess organizational requirements for a SharePoint-based EDRMS
Module 2: Metadata and Information Architecture
- Designing metadata structures for effective records classification and retrieval
- Managing content types, columns, libraries, and site structures
- Developing taxonomies and file plans aligned to business operations
- Best practices for information architecture in SharePoint
- Case Study: Metadata design challenges in large organizations
- Practical: Create a metadata schema and classification structure for organizational records
Module 3: Retention Policies and Compliance Management
- Configuring retention labels and policies in SharePoint and Microsoft Purview
- Automating retention, disposal, and audit trails
- Managing legal holds and compliance requirements
- Monitoring compliance and records lifecycle processes
- Case Study: Retention and compliance management in a regulated industry
- Practical: Configure a sample retention and disposition workflow
Module 4: Workflow Automation and Process Management
- Using Power Automate to streamline records workflows
- Designing approval, review, and records routing processes
- Automating notifications, archiving, and compliance checkpoints
- Integrating SharePoint with Microsoft 365 tools for efficiency
- Case Study: Automating records approval workflows in a large organization
- Practical: Build a basic automated workflow for records review and approval
Module 5: Governance, Security, and User Adoption
- Managing permissions, access controls, and information security
- Developing governance policies for SharePoint records environments
- User adoption, training, and change management strategies
- Monitoring system performance and compliance effectiveness
Final Project: Develop a SharePoint EDRMS implementation and governance plan
Where the change lands
Individual Impact
-
Learn how to configure SharePoint for records compliance.
-
Gain confidence in automating retention and disposition.
-
Improve technical skills in metadata and workflows.
-
Reduce time spent on manual recordkeeping tasks.
-
Advance career prospects with SharePoint and EDRMS expertise.
Organizational Impact
-
Strengthen compliance with records regulations.
-
Improve efficiency through automated retention policies.
-
Enhance searchability and retrieval of critical records.
-
Reduce risk of data loss or non-compliance penalties.
-
Unlock more value from existing Microsoft investments.
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
You may also like.
Programmes in the same discipline that participants often pair with this course.
Hybrid10 daysLearn to apply AI in knowledge management for smarter knowledge capture, retrieval, and collaboration.
Hybrid10 daysMaster advanced electronic records management with AI, governance, compliance, cybersecurity, and digital preservation strategies.
Hybrid5 daysMaster advanced knowledge management techniques. Learn to optimize knowledge sharing, innovation, and decision-making.
Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Mastering SharePoint for Electronic Records Management in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.