Third Party Software Best Practices
This resource helps you establish best practices for adopting and using third party applications in your office.
Fetch the Future
Electronic Record Policy Builder
Design a customized E-Record Policy by following our easy step-by-step webform. Once completed, it will provide an actionable standard operating procedure to help your unit manage your unstructured electronic information.
Plan Your Ideal State
Use this resource to help your team perfect your electronic workflows. This action planning toolkit includes sample materials and templates to help you guide a discussion and plan practical next steps.
Recommendations on File/Folder Naming Conventions
Establish a file/folder naming convention that balances being robust enough to help you organize and find your information while still being simple enough that it can be used by the whole office.
So you want to go digital? Training Video
Paper is a relic of the past. This training will help you make good choices when implementing electronic workflows, and introduce tools you can use.
Tip Sheet: Going Paperless
As you switch your office’s processes from paper to electronic or improve your existing electronic processes, consider these tips and examples.
Choosing the Right Electronic Storage Location
An important component of managing your office's electronic records includes storing them in an appropriate location.
Best Practices for Folder Structures
Design a file plan that makes it easier to find what you are looking for while following the legally-approved retention period for your records. Includes sample file plans by type of record. Applies to all electronic records, including email.
Structuring Electronic Files
A detailed guide on how to create and maintain a digital filing system for your entire office. Includes tips on figuring out what you have, organizing records, and implementing the new system.
Best Practices for Team Communication Platforms
Tools like Slack and MS Teams free us from emails but present unique challenges. Here's how to maintain compliance with UW legally-approved retention policies while efficiently using these platforms.