Listed below are the current slides of the various trainings we offer. If you have any questions regarding the material or would like us to present to your office, please call us at 206-543-0573.
Basic Records Management/New Employee Orientation
New Employee Orientation: Designed for new employees or for employees who would like a refresher of records management at the University of Washington.
Electronic Records and On Boarding/Off Boarding Employees
Electronic Records: Outlines the how and the why of managing your electronic records, including email.
eRecords and Employees: Tips on setting up electronic records for your department so new employees can easily be trained on continuing good departmental practices as well as advice on how to prepare for the exit of an employee for your department.
Email Best Practices
Email Best Practices: Managing email is everyone's responsibility. Learn how to manage email painlessly and efficiently.
Files Management
Filing Systems and the General Schedule: Addresses how the General Schedule serves as the foundation for a good filing system and how to restructure a filing system to enable regular purging.
Files Management: Addresses the fundamentals of a good filing system, how to improve an existing filing system or create a new filing system.
Grant and Contract Records
Grant and Contract Records Explained: Focuses on grant, contract and supporting records and their retention.
HR and Payroll Records
Managing HR and Payroll Records: Busting the myths and confirming the truths of these record types. Also includes a flowchart on how to manage inherited files: what to purge; what to keep.
Moving Records
Records on the Move: Provides information on how to survive a move, with your sanity and records intact.
MyFinancial.desktop
MyFinancial.desktop and Records Retention: provides information on how to apply the retention schedule to records retained on MyFinancial.desktop.
Records Center
Using the Records Center: Addresses the ins and outs involved with filling out storage request forms and preparing records for storage.
For those records which will eventually be accepted in the UW Archives, here is an overview of that process, hosted by University Archivist, John Bolcer (UW Libraries).
Retention Schedules
Using Retention Schedules: Addresses how to read the General Schedule and apply it to records.
Scanning
Scanning Requirements at the UW Explained: Covers the legal and records management issues you need to consider before scanning.
Student Records
All about Student Records: Covers managing student records, specifically admissions, advising, student files, etc.
Vital Records
Vital Records: Provides information on how to identify the vital records within an office and the steps to protect and recover the records.