Records Management and the retention schedule they're part of are an important part of an organization's information governance strategy. The retention schedule is an established protocol for retaining information based on business, regulatory, legislative, legal, and historical needs of the organization. An important part of a retention schedule is understanding when a record's retention period should begin.

A common trigger point for starting retention is an event... an employee leaving, a project ending, a legal matter resolving, or a fiscal year ending are all common examples. To demonstrate this capability in Microsoft 365, Joanne Klein will showcase a common use-case for event-based retention... starting retention at the end of a fiscal year. She'll walk thru the steps required to do this from start to finish!

Like most features in the Compliance space, it's about more than technology alone, so Joanne will also cover some things you may want to have in place before implementing event-based retention in your own environment.