In-Person Training

The courses described below may not be offered every semester. Available dates with links to registration information are listed for each scheduled course.

An Introduction to Records Management

This introductory course will cover the basic tenets of a records management program. Using the records lifecycle as a framework, this class will look at effectively managing records in office, using the University retention schedules, reporting destruction of records, and transferring records with historic value to the University Archives. This course must be completed before taking any other courses.

Time: 1 hour

Audience: All faculty and staff

Next available date(s): None scheduled

Out of Sight, But Not Out of Mind: Off-Site Records Storage

This course will review the procedures for transferring records to off-site storage. Topics include boxing records appropriately, entering required information into Access to ensure boxes are properly identified, and tracking and destroying records when eligible. This class should be completed before an office opens a new account with Access, the University's off-site storage vendor.

Time: 1 hour

Audience: New and existing Access customers

Next available date(s): None scheduled

To Keep or Not To Keep: Records Disposition

This course will discuss the two methods of record disposition: destruction and transfer to the University Archives. This course will explain and expand on completion of the Destruction Certificate as well as the process for inventorying and transferring records to the University Archives.

Time: 1 hour

Audience: All faculty and staff

Next available date(s): None scheduled