Record Management Training Resources for University Offices

If you are seeking guidance on a topic or issue not addressed below, please contact us at recmgmt@library.wisc.edu.

General Records Management Guidance

• Introduction to Records Management
• UW-Madison Employee Records Management Responsibilities
• Do I Have to Get Rid of That?: Understanding Why “Destruct” is an Important Part of the Records Management Process
• Managing Records of Departing Employees
  • Records Inventory Template for Departing Employee Records
• Managing Records During an Office Relocation
  • Records Inventory Template for Office Relocations
• Handling Sensitive University Data

Electronic Records Management

• State of Wisconsin Standards and Requirements for Electronic Records
  • Chapter Adm 12
    • Wisconsin Administrative Code, Chapter Adm 12, prescribes the standards for the UW to follow when retaining official records in electronic format.
  • Electronic Records Management: Primer Guidance on Adm 12 Provisions
    • Provides detailed guidance on each provision in Chapter Adm 12.
  • Guidance on Chapter Adm 12 for Digitized Records, Born-Digital Records & Information Systems
  • UW System Records Management Guidelines for Information Technology Systems
• File Organization
  • Best Practices for Organizing Electronic Records
  • Best Practices for File Naming
• Electronic Communication Records
  • University Communications and Public Records Guidance
  • Email Management Guidance
    • Email Management Guidance – Examples of Folder Structures
  • Email Management Decision Tree
• Records Digitization
  • Digitization Guidance for Wisconsin State Agencies

Records Destruction (Disposition)

• State Records Center Services for Records Destruction
  • Options for Destruction of Paper Records
  • Options for Destruction of Non-Paper Media
• Media and Device Disposal and Reuse Policy
• Media and Device Disposal and Reuse Procedures

Research Records

• Creating Data Management Plans
• Data Stewardship, Access, and Retention
• Data Storage Finder

Health Records

• Email Communications Involving Protected Health Information (PHI)
• Health Insurance Portability and Accountability Act (HIPAA) Compliance

Financial Records

• Storage of Supporting Documentation for Financial Transactions