Managing and migrating retention requirements with a file plan

When it comes to records management, a file plan is of the utmost importance to help you identify information of interest outside of the predefined Microsoft file plans. The process consists of these three steps:

1. Download the file plan template.
2. Fill out the file plan.
3. Import the file plan.

Figure 12.14 – The process for importing a file plan visualized

To get the process started, we once more venture to the Microsoft Purview Compliance Portal (https://compliance.microsoft.com), only this time we head toward Records management, then over to File plan, and select Import to obtain the template CSV file provided by Microsoft for creating our own file plan.

Note

The file plan template consists of several predefined fields, which may or may not match your organization's existing file plan and/or retention schedule. You will need to determine how to reconcile the...