RecordPoint Records365

Online Application Administrator Training

1 Day

Covering the administrator functionality of RecordPoint for SharePoint, Records 365 or vNext.

This RecordPoint training course equips participants with the understanding required to plan, design and work with a system to meet their organisational needs.

This session covers setting up the term store, creating rules and outcomes, explaining aggregations, managing classification, retention and disposal schedules, resentencing items and dealing with unclassified records.

  • Understanding Aggregations
  • Term Store
  • Rules, Outcomes and Patterns
  • Working with SharePoint Content
  • Records Search and Browsing
  • Finalising records
  • How to manage legal holds
  • Resentencing documents
  • Managing unclassified records
  • How to manage physical records
  • Document disposal
  • Restoring records

What our clients have to say.


“Michelle is a fantastic trainer, engaging, patient, knowledgeable and happy to answer any questions. It was of benefit that she had an understanding of where we are going, allowing her to tailor responses relevant to us and provide explanations for our setting. It was also great that she allowed us as a team, to have discussions where issues or points came up.”

Employee at Department for Child Protection, South Australia


“Raelene was the perfect person for this training – she knew where we were coming from and had a good idea of where we wanted to go. Her local government background is invaluable, and the value of her practical experience with recordkeeping in Office 365 cannot be overstated!”

Government Agency
Perth, WA


“Michelle knew the application and delivered the content with humour which was entertaining.”

“The Quick Reference Guides are a good resource. Both days were structured well to cover the required information. There was never any point where it felt like we were rushing or had to skip components because we’d got behind schedule, even with all the questions and discussions held.”  

Employee at Department for Child Protection, South Australia

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