Records Management Services has created the following resources, tutorials, and tips to assist University employees in their record keeping.
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Tip Sheet: Going PaperlessAs you switch your office’s processes from paper to electronic or improve your existing electronic processes, consider these tips and examples. |
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Best Practices for Folder StructuresDesign 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. |
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Best Practices for Team Communication PlatformsTools 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. |
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Cloud-Based Applications Best PracticesOffices 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. |
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Quick Reference CardsWhether 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. |
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Vital Records ManualVital 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. |