Discover the basics of records management concepts through this four-part series, designed for new employees of Carleton University or staff new to records management terminology and practice. All videos and tip sheets in this toolkit are now available through your Carleton Brightspace account.
- Log into your Brightspace account using your Carleton MC1 credentials.
- If “Records Management Toolkits” is not listed on your landing page, search for the course, “Records Management Toolkits”, using the Discover tool.
I. Introduction to Records Management (Video)
Learn about records management at Carleton University including the Corporate Records and Archives Policy, employee and institutional responsibilities and services offered by the Corporate Archives department.
II. Official Records vs. Transitory Records (Video)
Understand the difference in value between official university records and transitory records. Also covers basic disposition requirements of these two types of records.
III. Carleton University Retention Schedule (Video)
Understand the basic concepts of retention and disposition and how these actions are scheduled for common university records using the Carleton University Retention Schedule (CURS). CURS consists of eleven sections that cover common administrative and operational records across departments and units at Carleton. All staff should be familiar with the sections of the CURS that apply to the information they create and manage.
IV. Working from Home with University Records (Video)
Review key concepts of records management of university records while working from home and learn best practices for ensuring the security, authenticity, and reliable of the university’s official records while working from home.