Records Management Training

In-person training is available upon request by contacting the university records manager.

The current offerings are:

• Introduction to Records Management: Records Management 101
  • This course covers the basic information needed for records creators and designees. The course walks attendees through why records management is important, the university retention schedule, legal requirements, and paper and electronic records. It concludes with an in-depth discussion on how to identify records and the process of updating the university retention schedule.
    • Upcoming training sessions:
      • • RM101 April 5: 10-11:30 a.m. (Hale Library 181 and Zoom)
        • RM101 April 19: 2-3:30 p.m. (Zoom)
        • RM101 April 23: 11:30-1 p.m. (Hale Library 581 and Zoom)

• Electronic Records Management and Shared Drive Clean-Up
  • This course covers the basics of cleaning up an office's shared drive. The course walks attendees through the process of how to identify what records are in the shared drive, who created them, retention requirements, and programs/software that will identify duplicate records and will clean up space for future use.

Additional micro-training sessions are available upon request or need.

• Records Management and Data Governance Q&A April 9: 10:30 -11:30 p.m. (Zoom)

Handouts:

Is it a Record?