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Tips and Training
The University Archives serves all University offices and can offer advice and expertise for any projects or initiatives that impact or relate to University records. The following resources are offered in response to frequently asked questions. Please contact the Archives for additional information or for one-on-one consultation.
Overview
Records Management Checklist:
Questions to help offices evaluate their recordkeeping practices
Identifying Historical University Records:
Guidelines for identifying historically valuable records
Dealing with Sensitive and Highly Sensitive Information:
Special considerations for payment card numbers and Social Security numbers
Records Coordinators / Records Contacts:
Duties and activities of individuals responsible for records management compliance at division, department and office levels
How to Use Records Retention Schedules
Using General Schedules:
How to comply with general records retention schedules
Using Office-Specific Schedules:
How to comply with office-specific records retention schedules
Conducting an Annual Records Clean-Out:
How to perform a clean-out of inactive records
Filing and Recordkeeping Strategies
Filing Essentials:
General recordkeeping principles applicable to records in any media
Electronic Records:
Basic principles for electronic records and electronic recordkeeping systems
Paper Records:
Recordkeeping tips unique to paper files
Managing Files of University Leaders:
Guidelines for maintaining files of Officers, Deans, Directors and other University leaders
Records on the Move
Preparing for an Office Move:
Tips to keep records properly managed during an office relocation
Preparing to Leave a University Position:
Steps to organize records prior to separating from the University or transferring to a different office
This page was last updated December 14, 2021