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

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.

Quick Reference Network Drives

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.

Network Drives Retention Quick Reference

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.

Quick Reference Retention Infographic

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 Infographic

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 New Employee

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