Records Management Services offers free online and in person training to the University community on all three campuses. We are also happy to provide training via Zoom or your conferencing platform of choice.
Live Event: Process vs Product
We all leave a trail of transitory records in our wake as we work towards our finalized work products. All of these materials can be hard to track and determine the value of, especially if a lot of time passes after the end of a finished project. Join us for a live Zoom event Process vs Product to learn some records best practices relating to stages of a project, with real-life examples (a substantive record and the bulk of transitory records that it took to get to that point), and practical tips we’ve gathered from relevant situations.
When: September 16, 2pm
Zoom link: https://washington.zoom.us/j/98643092096
Click here to add to your Outlook Calendar
Online Training
We now offer online training via our website. We are currently offering training on the following topics:
- Introduction to Records Management for Senior Leadership (3 min)
- Introduction to Records Management (9 min)
- Email Deleting Party (34 min, including live work time)
- Introduction to Vital Records (5 min)
- Managing Retention in SharePoint (6 min)
- Managing Student Records (7 min)
- Offboarding: Cleared for Takeoff (15 min)
- So, You Want To Go Digital? (7 min)
- University Email Best Practices (9 min)
- Email Quiz: Garbage vs. Gold
As we introduce new courses, we will announce them in our newsletter.
In partnership with the Office of Research: Records Management for Research Teams: The Basics (60 min)
Head over to our DMS page for training on UW-IT's Document Management System (DMS) and DocFinity.
Live Training
We are happy to schedule training on request for individuals, staff meetings, or other groups. Announcements for schedules training sessions are sent out in our newsletter or by our very kind contacts at UW Tacoma and UW Bothell. Training sessions are offered quarterly on a variety of related topics:
- Introduction to Records Management
- Electronic Records & E-mail Management
- Going Digital - Eliminating the Need for Paper
- Using Retention Schedules
- Litigation and Records Management
- Vital Records Identification and Protection
And more.
Consultations
We are happy to schedule consultations on request for individuals and groups. Consultations are offered on a variety of topics:
- File Plan Review and Recommendations
- Go Digital
- Scanning Policy
- DMS
- New projects
And more.