Records Management

Implement records and regulatory records with disposition review workflows so retention is auditable, controlled, and defensible.

Microsoft Purview Records Management builds on retention by enabling record-specific controls and governance. Records capabilities allow organisations to manage retention and disposition with stronger control over record handling, including the ability to mark items as records or regulatory records using retention labels and manage disposition through review workflows.

LW IT Solutions delivers records management as an operating model, not a one-off configuration. We design a file plan and label taxonomy aligned to your retention schedule, configure record and regulatory record controls where required, and implement disposition review workflows so content can be reviewed before deletion. We also establish roles, evidence capture, and governance cadence so records processes are supportable and audit-ready.

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Service Overview

Highlights

File plan and label taxonomy design (naming standards, descriptions, business ownership)
Configure retention labels that declare records and, where required, regulatory records
Disposition review workflows (reviewers, approvals, evidence notes, audit trail) to support defensible deletion
Role and permission model for records owners, reviewers, and administrators
Phased rollout and change management so record controls do not disrupt legitimate business operations
Operational runbooks and governance cadence (new label requests, changes, audits, evidence management)

Business Benefits

Increase control over critical records by applying record-specific governance mechanisms
Improve defensibility through disposition review workflows and evidence capture before deletion
Reduce regulatory risk by aligning retention handling to a documented file plan and governance ownership
Strengthen audit readiness with clear roles, processes, and traceable decisions

Typical use cases

Implement a formal file plan for regulated or high-assurance records
Enable disposition review for sensitive record categories (legal, HR, finance, customer records)
Create a structured approach to record declaration to prevent inadvertent editing/deletion for critical items
Operationalise records governance for multi-department stakeholders with clear ownership

Objectives & deliverables

What Success Looks Like

A records file plan and label taxonomy aligned to regulatory and business requirements
Configured record/regulatory record controls and disposition review workflows for the agreed scope
A sustainable operating model for records governance and audit evidence

What You Get

Records management design pack (file plan, label taxonomy, workflow model, roles and governance)
Configured retention labels that declare records/regulatory records where required
Disposition review workflow configuration and reviewer guidance
Operational runbooks (governance cadence, evidence handling, change control, troubleshooting)
Handover workshop for records owners, reviewers, and administrators

How It Works

Discovery and file plan workshop - confirm record categories, obligations, and stakeholder ownership.
Design - define label taxonomy, record/regulatory record requirements, and disposition review workflow.
Build and pilot - configure labels and workflows for a controlled scope; validate behaviour and operational workload.
Scale - expand the file plan coverage and implement governance cadence and reporting.
Operate - support ongoing requests, workflow optimisation, and evidence/audit preparation.

Engagement Options

Starter Pack - file plan review and initial label configuration for a small set of record categories
Pilot Deployment - configure labels and disposition workflows for a selected department or use case
Enterprise Rollout - organisation-wide label taxonomy, record controls, workflows, and governance model
Operate - ongoing support for workflow adjustments, audit readiness, and governance maintenance

Common Bundles

Customers who use this service often bundle with these services

Data Lifecycle Management (Retention)
Implement Microsoft Purview retention policies and labels to control content lifecycles, meet regulatory obligations, and maintain defensible information governance.

Compliance Manager Assessments
Configure Microsoft Purview Compliance Manager assessments with clear ownership, prioritised improvement actions, managed evidence, and reporting that supports audits.

Audit & Audit Retention
Search and retain Microsoft Purview unified audit logs to support forensic investigations, internal reviews, and compliance obligations across Microsoft 365.

Data Security Assessment (Purview-led)
Purview-led assessment identifies data risk, validates protection controls, and produces a prioritised roadmap across labels, DLP, and investigations.

Data Loss Prevention (DLP)
Policy-driven Microsoft Purview DLP detects and controls sensitive data across Microsoft 365 and endpoints, balancing protection with user productivity.

Insider Risk Management
Implement Microsoft Purview Insider Risk Management to detect risky internal activity, apply privacy controls, and establish repeatable investigation and response workflows.