Records Management Services has created the following resources, tutorials, and tips to assist University employees in their record keeping.

Cloud-Based Applications Best Practices

Offices and departments at the UW can use cloud applications to store university records provided that the records are managed properly. This resource helps offices and departments to establish best practices around records retention, usability, privacy & security, account management, implementation, and provider contracts. 

Retention Quick Reference

Identify Your Vital Records (Infographic)

Identifying your Vital Records is the first step to managing them properly. How do you know what's really a Vital Record? Use this flow chart to decide.

Quick Reference Retention Network Drives

Assess Vital Records Risk (Infographic)

Use this infographic to ask important questions that help you assess the hazards and risks your Vital Records face.

Quick Reference Network Drives Retention

Best Practices for Team Communication Platforms (Infographic)

Tools like Slack and MS Teams free us from emails but present unique challenges. These best practices are designed to help offices use team communication platforms efficiently and in compliance with UW legally-approved retention policies.

Quick Reference Retention

Quick Reference Cards

Whether you just started at UW or have been here for years, managing records is a fact of life. Print and display our Quick Reference Cards in your workspace.

Retention Quick Reference

Guide to Files Management

Our Files Management manual provides guidance for establishing and maintaining the records of your office by the most efficient and economical means available.

Quick Reference

Vital Records Manual

Vital Records are records that must be protected because of severe consequences to the office and the University as a whole if the record is lost or destroyed.

Quick Reference