Record Management Training Resources for University Offices

Welcome to the Records Management Training Resource Page.


The first step in records management is to understand what is a record.

The general definition of a record is established under Wis. Stat. 16.61(2)(b). Public Records are defined as “all books, papers, maps, photographs, films, recordings, optical disks, electronically formatted documents or other documentary materials, regardless of physical form or characteristics, made, or received by any state agency or its officers or employees in connection with the transaction of public business.”

Information and New Systems Applications for Campus:

Thinking of purchasing a new software application to manage your information? Records management should be part of that discussion.

See Electronic Record Systems and Recordkeeping Requirements


University Records Managment Guidelines: 

Training Videos:

FAQ’s: Content in links provided to the right in the gray box address Record Mangement topics of interest and training materials. Training materials are primarily in the form of videos, PowerPoint presentations or PDF Documents or brochures.

  1. Records Management Compliance 
  2. Organization of University Records includes Records Mgt File Plans and Shared Drives
  3. University Employee Responsibility for Records
  4. University Electronic Mail
  5. University Records and Vital Records for COOP planning
  6. Document Imaging and Scanning of University Records
  7. Records and Department or Unit move or Closing
  8. University Research Records
  9. Electronic Storage and Backup
  10. Dispositions of University Records