Disposition of content
The purpose of this document is to illustrate the steps required to implement disposition of content reviews as part of an Atlas/M365 project.
An example of why this can benefit our customers would be in the case of making sure content is up to date and not stale. By setting a retention label and disposition review schedule to content held withing an Atlas workspace (pages, sites and documents) using the records management feature in M365, content editors can be reminded to review content at specified times. The actions they will be able to perform can be:
When this action is selected for an interim stage of disposition review (you have configured multiple stages): The item moves to the next disposition stage.
When this action is selected for the final stage of disposition review, or there is only one stage of disposition: The item is marked as eligible for permanent deletion. The exact timing for that deletion depends on the workload. For more information, see How retention settings work with content in place.
When this action is selected, the item exits the disposition review process for the original label. The item is then subject to the retention settings of the newly selected retention label.
When this action is selected, disposition review is effectively suspended until the end of the extended period and then disposition review is triggered again from the first stage.
When this action is selected, the user is prompted to specify and add other users for review.
Implementation process and screen shots
Permissions for disposition
To successfully access the Disposition tab in the Microsoft 365 compliance center, users must have the Disposition Management role. From December 2020, this role is now included in the Records Management default role group.
To grant users just the permissions they need for disposition reviews without granting them permissions to view and configure other features for retention and records management, create a custom role group (for example, named "Disposition Reviewers") and grant this group the Disposition Management role.
Administrators can see an overview of all pending dispositions in the Overview tab. Reviewers see only their items pending disposition.
Set up process screen shots:
Setting up the retention label