RM Tip Sheets

Tip Sheets

Off Boarding Employees

• Off Boarding and Records [PDF]

Record Types and Organization

• Records Storage Guide [PDF]
• Email Management [PDF]
• File Naming Conventions [PDF]
• Permanent Records and Historical Archives [PDF]
• Official vs. Transitory Records [PDF]

Retention and Disposition

• Common Retention Rules [PDF}
• Shredding Decision Tree [PDF]
• Transferring Records
• Digital Archives Vault

Records Management Issues

• Working from Home with University Records [PDF]
• Effective Minute Taking [PDF]