Using RAID Log with Microsoft 365 Content Types

Microsoft 365 (formerly SharePoint Online) allows you to create custom content types to standardize and manage RAID logs efficiently. Here’s how you can set it up:

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Step 1: Create a RAID Log Content Type

1. Go to SharePoint Admin Center

• Navigate to Microsoft 365 Admin Center → SharePoint → Content Services → Content Type Gallery.

1. Create a New Content Type

• Click + Create and name it (e.g., “RAID Log”).
• Base it on “Item” or “Document” (if you want attachments).

1. Add Columns (Metadata) for RAID Categories:

• Risks (Text or Choice field)
• Assumptions (Multiline Text)
• Issues (Text with status options: Open/Resolved)
• Dependencies (Person/Group field for ownership)
• Impact (Choice: High/Medium/Low)
• Mitigation Plan (Rich Text)

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Step 2: Deploy the RAID Log to a SharePoint List or Library

Option A: SharePoint List (Best for Tracking)

1. Create a new Custom List (e.g., “Project RAID Log”).
2. Go to List Settings → Advanced Settings → Enable “Allow management of content types”.
3. Add your RAID Log content type to the list.

Option B: Document Library (If Attachments Needed)

1. Create a Document Library (e.g., “Project Documents”).
2. Add the RAID Log content type (same as above).
3. Users can now add RAID entries as items or files.

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Step 3: Automate & Enhance with Power Platform

• Power Automate: Set up alerts when new Issues/Risks are logged.
• Power BI: Create a dashboard to visualize RAID trends.
• Microsoft Teams: Add the RAID Log list as a tab in a project channel.

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Best Practices for RAID Logs in M365

✔ Permissions: Restrict editing to project managers.
✔ Versioning: Enable it in SharePoint to track changes.
✔ Sync to Planner/To-Do: Link dependencies to tasks.

Would you like a step-by-step guide with screenshots or a template export file? Let me know how I can assist further! 🚀