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• ALGIM Training Session: Microsoft 365 Purview eDiscovery

  • Start
    12 Mar 2026
  •  
  • End
    13 Mar 2026
  •  
  • Schedule
    2 sessions
  • Location
    Microsoft Teams
  • Spaces left
    10

  Register

  This instructor led course will teach you how-to use Microsoft Purview eDiscovery tools in detail.

  Learn how to carry out investigations across Microsoft 365 data for Information Requests, DSARS, FOI requests and other purposes.

  Microsoft 365 includes 4 different search tools:

  • Content Search 
  • eDiscovery (Standard) 
  • eDiscovery (premium) 
  • User Data Search 

  All of which can be used to find information stored across SharePoint, Teams, Exchange and Viva Engage.

  This short course will teach you how to use all four of these tools with special focus on the use of eDiscovery (Premium) to support your investigation requirements.

  eDiscovery (Premium) provides an end-to-end workflow to preserve, collect, analyse, review, and export content in response to your organisation’s internal and external investigations. It also includes features to manage the entire legal hold notification workflow, to communicate with custodians involved in a case.

  By collecting data from the source with the eDiscovery tools, you can search the live Microsoft 365 platform to quickly find what you need. Intelligent, machine learning capabilities such as deep indexing, email threading, and near duplicate detection also help you reduce large volumes of data to a relevant data set.

  This short course covers the entire process end-to-end including: 

  • Search setup 
  • Results refinement 
  • Content hold 
  • Export and communication.

  
  

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  Course outline:

  • Tell the differences between Content Search, eDiscovery (Standard), User Data Search & eDiscovery (Premium) 
  • Carry out searches using all 4 tools 
  • Refine results using eDiscovery (Premium) search tools 
  • Refine results using deduplication controls and other eDiscovery case settings 
  • Control access to an eDiscovery (Premium) Case 
  • Manage Legal Hold using eDiscovery (Premium) 
  • Send hold notifications using eDiscovery (Premium) 
  • Export and mange case reports 
  • Export and manage case results

  
  

  What you need to know

  • CPD Points: 3
  • Course level: Foundation
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to 6 - 10 participants. If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.

  
  

  For any questions, please contact service@algim.org.nz

  Show details
• ALGIM Training Session: Microsoft 365 Purview Records Management

  • Start
    18 Mar 2026
  •  
  • End
    20 Mar 2026
  •  
  • Schedule
    3 sessions
  • Location
    Microsoft Teams
  • Spaces left
    9

  Register

  If you’re responsible for the management of information in Microsoft 365, or the design and adoption of Microsoft 365 for information management, this course is for you.

  This course has been designed by Records Managers for Records Managers and is built around standards. It covers Microsoft Purview.

  Learn how to design, configure and implement Microsoft 365 to get the most of its features and gain an understanding of coverage for existing standards.

  This course will explore the information management features of Microsoft 365, including licensing requirements and information architecture requirements to support information governance.

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  
  

  Course outline:

  Module 1

  • Records Management and M365
  • Microsoft 365 Environment
  • Modern Collaboration Architecture
  • Considerations in a cloud world
  • Data Governance within M365
  • Microsoft 365 Information Architecture
  • Relationship between Teams & SharePoint
  • Metadata and Content types
  • Making the most of metadata

  Module 2

  • Microsoft Purview
  • Records Management Overview
  • Records Management Features
  • Retention Policies
  • Retention Labels
  • Static and Adaptive scopes
  • File Plans
  • Retention triggers including event triggers
  • Labels declaring records

  Module 3

  • Auto-application of retention labels
  • Retention labels vs Retention Policies
  • Principles of retention
  • Disposition options
  • Best practice for retention labels and policies
  • Licensing requirements for RM
  • M365 records management limitations

  Module 4

  • eDiscovery
  • Data Loss Prevention (DLP)
  • Dashboards, audit log and reporting
  • Which license do we need
  • Planning for change
  • Working together with IT
  • M365 Assessment against key RM standards

  
  

  
  

  What you need to know

  • CPD Points: 12
  • Course level: Intermediate
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Prerequisites: This is an advanced Microsoft 365 course and assumes you are already:  
    • Familiar with using Microsoft 365 for file storage including SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course) 
    • Familiar with editing document metadata (properties) in SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course) 
    • Familiar with information life cycles and records management in general terms (if not, please see our Records Management Training Course)
  • Sessions are limited to 4 - 10 participants. If minimum numbers aren’t met, we’ll postpone and reschedule the session.
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.

  
  

  For any questions, please contact service@algim.org.nz

  Show details
• ALGIM Training Session: Microsoft 365 Information Architecture

  • Start
    20 Apr 2026
  •  
  • End
    23 Apr 2026
  •  
  • Schedule
    4 sessions
  • Location
    Microsoft Teams
  • Spaces left
    10

  Register

  You will learn key principles of Information Architecture for the governance of information within Microsoft 365.

  This course will take you through a process of developing an Information Architecture from discovery and strategy to embedding Information Architecture into your business. It considers how Information Architecture is used in an Information Management context.

  On this course we will explore how Information Architecture is practically applied the Microsoft 365, considering factors such as hubs, sites, structures, columns, content types and term sets.

  During the course you will get the opportunity to work through a scenario based on real life information architecture development projects.

  The course is best suited for practitioners who have some working knowledge of Microsoft 365, particularly SharePoint and Teams. For those unfamiliar with Microsoft 365 we recommend you attend the Microsoft 365 SharePoint Fundamentals or Microsoft 365 SharePoint Super User training before joining this course.

  
  

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  
  

  Course outline:

  Section 1

  • Introduction to Information Architecture
  • Planning and governance
  • Understanding organisational context: governance, strategy, current state
  • Conducting Information Audits
  • Embedding Information Architecture governance

  Section 2

  • Introduction to information design
  • Principles of Information Architecture
  • M365 strategic design decisions
  • Documenting designs

  Section 3

  • Practical application of Information Architecture to Microsoft 365
  • Hands on build using M365 design feature
  • Avoiding common design errors

  Section 4

  • Testing Information Architecture
  • Implementation strategies for Information Architecture
  • Migration strategies for Information Architecture
  • Monitoring, reporting and compliance

  Section 5

  • Business as usual Governance
  • Roles and responsibilities for IT, Information Management, Data managers etc
  • Sustainability and the Microsoft 365 evergreen model

  
  

  What you need to know

  • CPD Points: 18
  • Course level: Intermediate
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Prerequisites: This is an advanced Microsoft 365 course and assumes you are already:  
    • Familiar with using Microsoft 365 for file storage including SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course) 
    • Familiar with editing document metadata (properties) in SharePoint (if not, please see our Microsoft 365 SharePoint Super User Training Course) 
    • Familiar with information life cycles and records management in general terms (if not, please see our Records Management Training Course)
  • Sessions are limited to 3 - 10 participants. If minimum numbers aren’t met, we’ll postpone and reschedule the session.
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.

  
  

  For any questions, please contact service@algim.org.nz

  Show details
• ALGIM Training Session: Microsoft 365 CoPilot for Information Managers

  • When
    1 May 2026
  •  
    9:30 AM - 1:00 PM
  • Location
    Microsoft Teams

  Register

  Microsoft Copilot is a powerful AI tool designed to revolutionize the way we work. The real opportunity is to not only transform personal productivity, but lift the capability of an entire organization.

  Copilot sets a new baseline, one where every employee gains the skills to write, design, code, analyse data, and more, amplifying expertise and taking work from good to exceptional.

  In this course, created specifically for information managers, you’ll gain a solid understanding of how to handle compliance aspects of Microsoft 365 Copilot’s functionalities through the Microsoft Pivot Compliance Portal.

  This course will enable you to strategically integrate Microsoft 365 Copilot into your information management processes to ensure its compliant use within your organization.

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  Course outline

  • Introduction 
  • What is Microsoft 365 Copilot? 
  • Microsoft 365 Copilot Overview 
  • Data, Privacy & Security For Microsoft 365 Copilot 
  • Get Ready For Microsoft 365 Copilot 
  • Microsoft 365 Copilot Settings Configuration 
  • Microsoft 365 Copilot Configuration For Teams Meetings 
  • Microsoft 365 Copilot Interactions Audit 
  • Microsoft 365 Copilot eDiscovery 
  • Microsoft 365 Copilot Data Retention 
  • Microsoft 365 Copilot Communication Compliance 
  • Wrap Up

  
  

  What you need to know

  • CPD Points: 6
  • Course level: Foundation
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to 5 - 10 participants. If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.

  
  

  For any questions, please contact service@algim.org.nz

  Show details
• ALGIM Training Session: Microsoft 365 SharePoint Super User

  • Start
    5 May 2026
  •  
  • End
    6 May 2026
  •  
  • Schedule
    2 sessions
  • Location
    Microsoft Teams
  • Spaces left
    9

  Register

  SharePoint is the technology the powers all file storage in Microsoft 365 including OneDrive, SharePoint and Teams. As an administrator or manager it is important to understand the structure and features of SharePoint Online to enable your organisation to maximise the benefit of files in the Microsoft 365 Cloud.

  This course has been designed to give you a thorough understanding of the basic SharePoint building blocks plus experience and understanding of creating a SharePoint Architecture.

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space

  Course outline:

  Admin Centres 

  • Introduction to the M365 Admin Centre
  • Admin Centre Exercises  

  Document Libraries 

  • Columns and Termstore
  • Advanced View Syntax and Alerts
  • Advanced Settings
  • Document Sets
  • Document Library Exercises  

  Content Types & Templates 

  • Overview
  • Content Type & Template Exercises        

  Lists 

  • List Creation and Editing Methods
  • Using a List in Excel
  • Legacy Apps
  • Other Legacy Functionality
  • List Exercises 

  Advanced Permissions 

  • Breaking Permissions & Sharing Settings
  • Creating New Groups
  • Creating New Levels
  • External Users
  • Exercises  

  Pages, Templates & Dynamic Web Parts 

  • Overview
  • Page Exercises  

  Workflows & Automation 

  • Overview: Power Automate
  • Overview: Approval Centre
  • Exercises using built-in Workflows
  • PowerApps Exercises 

  
  

  What you need to know

  • CPD Points: 6
  • Course level: Intermediate
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to 6 - 10 participants. 

    If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.

  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.

  
  

  For any questions, please contact service@algim.org.nz

  Show details
• ALGIM Training Session: Microsoft 365 Teams Information Governance and Protection

  • Start
    14 May 2026
  •  
  • End
    15 May 2026
  •  
  • Schedule
    2 sessions
  • Location
    Microsoft Teams
  • Spaces left
    10

  Register

  The majority of companies have successfully rolled out Microsoft Teams to enable their businesses to operate and communicate more effectively. Without the appropriate information governance in place organisations will struggle to successfully manage their information. We have seen many companies that are are now looking at retrospective governance for Microsoft Teams.

  
  

  This training course aims to help with this need, and will walk you through the guidance required to understand the appropriate ways to use Microsoft Teams and to manage data inside it.

  
  

  This course includes a brief introduction to governance, the archiving and disposal of teams, and will look at the security and compliance centre.

  
  

  This course also offers top tips and practical demonstrations.

  
  

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  
  

  Course outline

  • Teams Apps
  • Private Channels
  • External Access
  • Guest Access
  • Conditional Access Policy
  • MS Teams: Where is the Data
  • Information Protection Tools
  • Data Loss Prevention (DLP)
  • Communications Compliance
  • Cloud Security

  
  

  What you need to know

  • CPD Points: 6
  • Course level: Foundation
  • Number of sessions: 2 
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to: 10 participants. If minimum numbers aren’t met, we’ll postpone and transfer all registrations to the next intake.
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.

  
  

  For any questions, please contact service@algim.org.nz

  Show details
• ALGIM Training Session: Microsoft 365 SharePoint Fundamentals

  • Start
    15 Jun 2026
  •  
  • End
    16 Jun 2026
  •  
  • Schedule
    2 sessions
  • Location
    Microsoft Teams
  • Spaces left
    9

  Register

  SharePoint is the technology the powers all file storage in Microsoft 365 including OneDrive, SharePoint and Teams.

  This course has been designed to give you the core skills for working with and managing files stored in SharePoint as well as creating and managing a SharePoint site.

  You will learn how to create and edit documents and pages as well as work with Microsoft Lists.

  This course will provide the novice user with a thorough understanding of the basic SharePoint building blocks of Lists, Libraries, Pages and Columns plus experience and understanding of the settings and permissions available in a SharePoint site.

  This course provides hands on experience working as both a user of a SharePoint site and as a SharePoint Site Owner to give you the skills and knowledge need to work effectively with SharePoint in Microsoft 365.

  About our presenter Andrea McIntosh, Leadership Through Data

  

  Andrea has worked in information and technology management for over two decades. As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery. As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim. Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

  Course outline:

  
  

  Creating and Navigating a SharePoint Site

  • Create a SharePoint Site
  • Navigate a SharePoint Site
  • Navigate Between SharePoint Sites
  • Access Site Settings

  Permissions and Access Controls
  

  • Default SharePoint Permissions
  • Adding and Removing Owners, Members and Visitors

  Libraries
  

  • Use a Document Library to Work with Files including
  • Upload
  • Create
  • Delete
  • Edit
  • Rename
  • Move & Copy
  • Enter and Edit File Properties

  Set Alerts
  

  • Create Filters and Views
  • Create a Document Library
  • Create and Modify Columns

  Lists
  

  • Create a List
  • Create and Modify Columns
  • Set Alerts
  • Create Filters and Views
  • Sort Lists

  Pages
  

  • Create a Page
  • Modify a Page
  • Promote a Page

  
  

  What you need to know

  • CPD Points: 6
  • Course level: Foundation
  • Platform: Microsoft Teams will be used for this training session. You will receive a Teams Meeting link prior to the training date. 
  • Sessions are limited to 5 - 10 participants. If minimum numbers aren’t met, we’ll postpone and reschedule the session.
  • We recommend you log in ten minutes before the training session starts to ensure there are no tech issues.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.

  
  For any questions, please contact service@algim.org.nz

  Show details