This document provides broad governance principles for records managers and ICT managers to ensure that information in Microsoft 365 (M365) is managed in accordance with the State Records Act 2000 and the State Records Commission Standards and Principles.
The previous records management advice on M365 Compliance Centre for Records Management published in 2022 has been revoked. Organisations are advised to refer to more up-to-date advice on managing records in M365 on the websites of the Public Record Office of Victoria and State Records New South Wales.
The SRO acknowledges the Department of Premier and Cabinet, Microsoft, Australasian Digital Recordkeeping Initiative M365 Working Group of the Council of Australasian Archives and Records Authorities, and the State Records Advisory Committee for contributing to the development of this advice.
The SRO acknowledges the following sources used in the development of this guideline:
Information and Records Management Society Ltd, Information Governance Maturity Model for Microsoft 365, https://irms.org.uk/supporting-our-profession/resources/information-governance-maturity-model-for-m365/ (accessed on 28 January 2026)
Public Record Office Victoria, Microsoft 365 Recordkeeping within a Microsoft 365 environment, https://prov.vic.gov.au/recordkeeping-government/a-z-topics/microsoft-365 (accessed on 28 January 2026)
State Records NSW, Microsoft 365 and recordkeeping, https://www.nsw.gov.au/nsw-government/recordkeeping/secure-and-store/microsoft (accessed on 27 January 2026)
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