{"id":1893,"date":"2022-04-26T15:38:05","date_gmt":"2022-04-26T19:38:05","guid":{"rendered":"https:\/\/carleton.ca\/records\/?page_id=1893"},"modified":"2025-11-20T13:17:21","modified_gmt":"2025-11-20T18:17:21","slug":"rm-tip-sheets","status":"publish","type":"page","link":"https:\/\/carleton.ca\/records\/records-management-services\/rm-tip-sheets\/","title":{"rendered":"RM Tip Sheets"},"content":{"rendered":"\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n            <div class=\"cu-textmedia flex flex-col lg:flex-row mx-auto gap-6 md:gap-10 my-6 md:my-12 first:mt-0 max-w-5xl\">\n        <div class=\"justify-start cu-textmedia-content cu-prose-first-last\" style=\"flex: 0 0 100%;\">\n            <header class=\"font-light prose-xl cu-pageheader md:prose-2xl cu-component-updated cu-prose-first-last\">\n                                    <h1 class=\"cu-prose-first-last font-semibold !mt-2 mb-4 md:mb-6 relative after:absolute after:h-px after:bottom-0 after:bg-cu-red after:left-px text-3xl md:text-4xl lg:text-5xl lg:leading-[3.5rem] pb-5 after:w-10 text-cu-black-700 not-prose\">\n                        RM Tip Sheets\n                    <\/h1>\n                \n                                \n                            <\/header>\n\n                    <\/div>\n\n            <\/div>\n\n    <\/div>\n<\/section>\n\n\n\n<h2 id=\"tip-sheets\" class=\"wp-block-heading\">Tip Sheets<\/h2>\n\n\n\n<h3 id=\"off-boarding-employees\" class=\"wp-block-heading\">Off Boarding Employees<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/RM-OffBoarding-Checklist-v2.pdf\">Off Boarding and Records [PDF]<\/a><\/li>\n<\/ul>\n\n\n\n<h3 id=\"record-types-and-organization\" class=\"wp-block-heading\">Record Types and Organization<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/2025\/11\/CUCRA-Record-Storage-Guide.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Records Storage Guide [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet1_EmailManagement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Email Management [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet5_NamingConventions.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">File Naming Conventions [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/Toolkit_PermanentHistoricalMaterials.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Permanent Records and Historical Archives [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet2_OfficialVTransitory.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Official vs. Transitory Records [PDF]<\/a><\/li>\n<\/ul>\n\n\n\n<h3 id=\"retention-and-disposition\" class=\"wp-block-heading\">Retention and Disposition<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/Toolkit_CommonCURS.pdf\">Common Retention Rules [PDF}<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/Archives-Shredding-Decision-Tree.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Shredding Decision Tree [PDF<\/a><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/Archives-Shredding-Decision-Tree.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet4_Transfer.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Transferring Records<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet6_DigitalArchivesVault.pdf\">Digital Archives Vault<\/a><\/li>\n<\/ul>\n\n\n\n<h3 id=\"records-management-issues\" class=\"wp-block-heading\">Records Management Issues<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet3_WFHUniversityRecords_v3FINAL.pdf\">Working from Home with Univer<\/a><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet3_WFHUniversityRecords_v3FINAL.pdf\">sity Records [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/005Effective-Minute-Taking-Tip-Sheet_v2.pdf\">Effective Minute Taking [PDF]<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Tip Sheets Off Boarding Employees Record Types and Organization Retention and Disposition Records Management Issues<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1186,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_cu_dining_location_slug":"","footnotes":"","_links_to":"","_links_to_target":""},"cu_page_type":[],"class_list":["post-1893","page","type-page","status-publish","hentry"],"acf":{"cu_post_thumbnail":""},"_links":{"self":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages\/1893","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/comments?post=1893"}],"version-history":[{"count":4,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages\/1893\/revisions"}],"predecessor-version":[{"id":2205,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages\/1893\/revisions\/2205"}],"up":[{"embeddable":true,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages\/1186"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/media?parent=1893"}],"wp:term":[{"taxonomy":"cu_page_type","embeddable":true,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/cu_page_type?post=1893"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}