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Documents and records management

• This program provides an overview of university records management, including what constitutes a record, risks associated with poor records management, the importance of a records management file plan, retention and disposition procedures, and employee responsibilities. It aims to equip university employees with the knowledge and tools necessary to manage records effectively and in compliance with legal and institutional policies.

4 hr

Created by Dr. YASSER MEKKY

EN/AR [Auto]

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# Content
1 • Definitions of records and non-records.
2 • Wisconsin statutes related to public and university records.
3 • The importance of records management as risk management.
4 • Principles of university records management best practices.
5 • Components and elements of a records management file plan.
6 • Filing, classification, and metadata.
7 • Record storage locations, including digital and physical repositories.
8 • Retention schedules and disposition procedures.
9 • Risks associated with mismanaged records.
10 • Employee responsibilities and best practices.
11 • Guidelines for digital imaging and electronic records management.
12 • Resources and training available for university records management.
# Outcomes
• Identify what constitutes a university record in accordance with Wisconsin statutes.
• Distinguish between records and non-records.
• Develop and implement a records management file plan.
• Apply retention schedules for proper records disposition.
• Recognize risks in records management and implement best practices to mitigate them.
• Understand employee roles and responsibilities in records management.
# Participants
1
• University employees involved in record creation, management, or oversight.
2
• Department or unit staff responsible for records management.
3
• Administrative personnel, records officers, and IT staff supporting recordkeeping.