The Basics of UWM Records Management
•Download as PPT, PDF•
4 likes•1,475 views
This document provides an overview of records management basics, including definitions of key terms, the importance of proper records management, the records lifecycle, and how the University of Wisconsin-Milwaukee Records Management program can assist offices in managing both physical and electronic records. It explains that records management ensures efficiency, compliance with legal requirements, and preservation of institutional history. The document outlines the records lifecycle of creation, use, maintenance, and final disposition or archival retention. It also addresses electronic records, records scheduling, transfers to archives, and records retrieval services.
Report
Share
Report
Share
Recommended
RECORDS MANANGEMENT SYSTEM (Electronic Records Management)
This document provides an overview of electronic records management systems. It defines what record management and electronic records are, discusses the types of records that can be managed, and the roles and responsibilities of record managers. It describes the benefits of electronic document and records management systems (EDRMS) over non-EDRMS approaches, how EDRMS work, and compares the key differences between the two. The document also covers current issues in records management and provides several references for further information.
What is Electronic Records Management?
This presentation provides you with an overview of Electronic Records Management (ERM). The slides are from the AIIM ERM Certificate Program covering technologies and global best practices for managing electronic records.
The records and information management program
The Records and Information Management Program document outlines the key components of a RIM program including records storage, retention and destruction, compliance, active and inactive records management, and protecting vital records. It describes the various aspects of these components such as records retention schedules, compliance with laws and regulations, electronic document imaging, inactive records storage, and disaster prevention and recovery plans. The document also discusses records audits, preparing a RIM manual, and knowledge management as responsibilities of a RIM program.
Records management program
An effective records management program has seven key attributes:
1. It creates only necessary records and destroys obsolete records.
2. It safely stores records, especially archival records.
3. It allows quick retrieval of records through efficient systems.
4. It uses appropriate information technology to manage records.
5. It promotes public use of archival records as a community resource.
6. It ensures records management is integrated into all organizational policies and procedures.
7. It recognizes that records management is a responsibility of all staff.
Formación de Archivos a partir del Ciclo Vital de los Documentos
La Universidad Industrial de Santander implementa un programa de gestión documental basado en los lineamientos del Archivo General de la Nación. El documento describe los procesos de producción, recepción, distribución, trámite, organización, consulta y disposición final de documentos en la universidad, los cuales se orientan a través de manuales, instructivos y las Tablas de Retención Documental. Adicionalmente, presenta ejemplos de series documentales y procesos realizados en los archivos de gestión y central.
E. Bryan - An Introduction To Records Management [Barbados Community College]
this is the presentation I gave to the Barbados Community College, as part of the Library & Information Technicians Programme.
Why Documenting Information Is Important
Many software organizations struggle with documenting information as well as deciding what information should be recorded and maintained. The most obvious information that needs to be documented are the product and project requirements, but that is not all. This presentation discusses what happens to the organization when it does not document information in the areas of Engineering, Project Management, Support, and Process Management. At the end is a simple and easy way of addressing this problem once you have decided what information you must record.
What Is Records Management
Electronic records management (ERM) evolved from the need to more efficiently store and retrieve organizational records. As organizations generated increasing volumes of information, traditional paper-based records storage became inefficient. ERM systems digitized records management to reduce storage and retrieval costs. Early ERM systems lacked standards and interoperability between vendors. Regulatory bodies later established guidelines to promote consistent ERM practices, especially in the public sector. Document management systems expanded to incorporate electronic records management features to better serve organizations' information governance needs.
Recommended
RECORDS MANANGEMENT SYSTEM (Electronic Records Management)
This document provides an overview of electronic records management systems. It defines what record management and electronic records are, discusses the types of records that can be managed, and the roles and responsibilities of record managers. It describes the benefits of electronic document and records management systems (EDRMS) over non-EDRMS approaches, how EDRMS work, and compares the key differences between the two. The document also covers current issues in records management and provides several references for further information.
What is Electronic Records Management?
This presentation provides you with an overview of Electronic Records Management (ERM). The slides are from the AIIM ERM Certificate Program covering technologies and global best practices for managing electronic records.
The records and information management program
The Records and Information Management Program document outlines the key components of a RIM program including records storage, retention and destruction, compliance, active and inactive records management, and protecting vital records. It describes the various aspects of these components such as records retention schedules, compliance with laws and regulations, electronic document imaging, inactive records storage, and disaster prevention and recovery plans. The document also discusses records audits, preparing a RIM manual, and knowledge management as responsibilities of a RIM program.
Records management program
An effective records management program has seven key attributes:
1. It creates only necessary records and destroys obsolete records.
2. It safely stores records, especially archival records.
3. It allows quick retrieval of records through efficient systems.
4. It uses appropriate information technology to manage records.
5. It promotes public use of archival records as a community resource.
6. It ensures records management is integrated into all organizational policies and procedures.
7. It recognizes that records management is a responsibility of all staff.
Formación de Archivos a partir del Ciclo Vital de los Documentos
La Universidad Industrial de Santander implementa un programa de gestión documental basado en los lineamientos del Archivo General de la Nación. El documento describe los procesos de producción, recepción, distribución, trámite, organización, consulta y disposición final de documentos en la universidad, los cuales se orientan a través de manuales, instructivos y las Tablas de Retención Documental. Adicionalmente, presenta ejemplos de series documentales y procesos realizados en los archivos de gestión y central.
E. Bryan - An Introduction To Records Management [Barbados Community College]
this is the presentation I gave to the Barbados Community College, as part of the Library & Information Technicians Programme.
Why Documenting Information Is Important
Many software organizations struggle with documenting information as well as deciding what information should be recorded and maintained. The most obvious information that needs to be documented are the product and project requirements, but that is not all. This presentation discusses what happens to the organization when it does not document information in the areas of Engineering, Project Management, Support, and Process Management. At the end is a simple and easy way of addressing this problem once you have decided what information you must record.
What Is Records Management
Electronic records management (ERM) evolved from the need to more efficiently store and retrieve organizational records. As organizations generated increasing volumes of information, traditional paper-based records storage became inefficient. ERM systems digitized records management to reduce storage and retrieval costs. Early ERM systems lacked standards and interoperability between vendors. Regulatory bodies later established guidelines to promote consistent ERM practices, especially in the public sector. Document management systems expanded to incorporate electronic records management features to better serve organizations' information governance needs.
The Basics of UWM Records Management
The document provides an overview of records management basics and the records life cycle. It discusses why records management is important both legally and administratively. Records must be properly managed and retained or destroyed according to approved records retention schedules. Electronic records and email pose special challenges and must be managed according to state requirements. The University Records Management program can assist with records scheduling, transfers, destruction and reference requests.
Records Creation And Maintenance
The document discusses effective records and information management. It defines key terms like document, record, file plan, retention and disposal. It explains that documents become records once finalized and must remain unaltered. There are two types of records - ephemeral which have no long-term value, and vital which are critical to operations. A file plan structures records in a logical hierarchy for easy storage and retrieval. Retention schedules provide guidance on how long to keep records before disposal based on legal and business needs. Proper records management promotes good business practices and compliance.
Actividad 1,2 y 3
El documento presenta información general sobre la administración documental. Explica que la administración documental tiene como objetivos establecer procedimientos para procesar documentos de manera rápida, proporcionar información oportuna sobre los documentos y realizar control sobre los documentos que se crean, procesan y archivan. También presenta términos clave relacionados con la administración de documentos como fondo documental, serie documental, expediente, unidad documental y otros.
Document Management System - docManager
A Document Management System (DMS) is a system (a digital program which manages all types of documents) used to store or archive, track or retrieve & manage the pile of documents. It comprises of keeping version control of documents & track history about the document modifications.
02 Types of Computer Forensics Technology - Notes
The document discusses various types of computer forensics technology used by law enforcement, military, and businesses. It describes the Computer Forensics Experiment 2000 (CFX-2000) which tested an integrated forensic analysis framework to determine motives and identity of cyber criminals. It also discusses specific computer forensics software tools like SafeBack for creating evidence backups and Text Search Plus for quickly searching storage media for keywords. The document provides details on different types of computer forensics technology used for remote monitoring, creating trackable documents, and theft recovery.
Records Management Models
The document discusses three main records management models:
1) The European Administrative model which does not distinguish between records and documents and is managed by administrative staff with no clear retention schedules.
2) The Lifecycle model conceived in the 1930s which defines the lifecycle of a record from creation to disposal and is based on a linear timeline. It separates records management and archival functions.
3) The Records Continuum model which defines records management as a continuum with four dimensions of time and space. It abolishes differences between archivists and records managers.
What is Document Management
Businesses create documents everyday, but without an effective filing plan, content quickly turns to chaos. Document management is the process of applying policies and rules to how documents are created, stored, updated and eventually retired. This slideshare identifies the top document management functions and how document management software can help.
For more information on document management in the cloud, visit www.fileplan.com
Conservacion de documentos
Conservación de los Documentos en un deposito de archivo teniendo en cuenta el marco normativo sobre conservación
Records Inventory And Appraisal
The document provides guidance on conducting a records inventory and appraisal. It discusses getting to know your records by mapping what records exist, where they are located, and why they are kept. The steps outlined include issuing a pre-survey memo, deciding on the survey type, designing the survey form, conducting the survey, and evaluating and reporting the results. Key areas to evaluate include which records have long-term value and should be preserved versus those that can be destroyed. Record types are also categorized based on their evidential, informational, and intrinsic values over time.
Digital Records Management & Preservation
The document discusses digital records management and preservation. It begins with an introduction to records and archives for good governance and their importance for transparency, accountability and access to information. It then discusses challenges in managing digital information and outlines components needed for effective digital records management including legislation, policies, standards, procedures, staffing and infrastructure. The rest of the document covers international standards for digital records management, requirements for records management systems, digital preservation challenges and strategies.
Disaster Recovery Plan
This document provides a disaster recovery plan for Interpharm to recover critical services within 4 hours in the event of a total network outage. It includes a business impact analysis identifying critical IT functions and their maximum tolerable outage times. The plan establishes an emergency recovery site with dedicated internet, servers, workstations, and backups of network devices that can be accessed if the primary site is lost. Key steps in disaster recovery implementation include reporting issues, declaring a disaster, contacting personnel, obtaining documentation, restoring backups, and testing the recovery.
4. funcionamiento de un archivo
El documento describe las diferentes fases del funcionamiento de un archivo, incluyendo la identificación, valoración, descripción y difusión de documentos. Explica que la identificación consiste en investigar y sistematizar las categorías archivísticas para elaborar cuadros de clasificación, mientras que la valoración determina los valores legales y de conservación de los documentos. La descripción crea instrumentos para facilitar la consulta de fondos y la difusión promueve el uso de los fondos archivísticos.
Introduction to Records Management @ UNC-Chapel Hill
This training module covers the basics of records management at UNC-Chapel Hill. It was created for records management liaisons and any other University employees who are interested in records management.
[EN] Records Management: Definitions, Principles, Standards and Trends | DMS ...
[EN] Records Management: Definitions, Principles, Standards and Trends | DMS ...PROJECT CONSULT Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH
[EN] Records Management: Definitions, Principles, Standards and Trends |
Presentation by Dr. Ulrich Kampffmeyer |
Stuttgart, Germany, 26.10.2012 |
Contents |
# Definitions: Records and Records Management
# Principles: The 8 GARP General Accepted Principles of Record Keeping
# Standards: ISO 30300, ISO 30301, ISO 16175, MoReq2010, OMG and the rest of the bunch
# Trends: Challenges for records management and the new role of the records manager
Video on Youtube: http://bit.ly/DMS-RMFormación de los archivos según el ciclo vital de los documentos.
Este documento habla sobre la formación de archivos según el ciclo vital de los documentos. Explica que de acuerdo a la Ley 594 de 2000, los archivos se clasifican en tres tipos: Archivo de Gestión, Archivo Central e Histórico. Además, presenta los objetivos de comprender la formación de archivos y reconocer las clases de archivos según su organización. Por último, detalla una tarea que incluye visitar archivos y realizar preguntas sobre su funcionamiento.
Basics of records management
The document discusses an introductory session on records and information management, defining what records and non-records are, the importance of metadata, and providing an overview of electronic records and the challenges of managing them. It covers topics like the records lifecycle, definitions of records and their characteristics, and differences between paper and electronic records.
Files Management
This document discusses files management and provides guidance on creating and maintaining effective filing systems. It emphasizes the importance of files management in enabling effective decision-making and reconstructing sequences of actions. Some key points covered include common filing methods, criteria for a good filing system, organizing and classifying records, file structures and codification, filing equipment, training procedures, and addressing common filing problems. Tips are provided such as exploring filing options, keeping systems simple, dedicating time for filing, and communicating the filing process as a team effort.
Electronic records management
This document provides an introduction and overview of electronic records management for California state government agencies. It defines key terms related to electronic records and records management systems. It discusses the importance of developing an electronic records management program and plan, including reviewing requirements, training, documenting existing systems, conducting a records inventory and appraisal, and obtaining approval for records retention schedules. The document provides guidance on various aspects of electronic records management such as creating, organizing, and arranging electronic files and records series. It also covers ensuring electronic records integrity, database management, hardware and data security, disaster preparedness and recovery, storage media care, and legal issues. The overall aim is to help agencies improve their electronic recordskeeping practices to meet statutory requirements.
Electronic recordkeeping
This document discusses best practice standards for electronic record keeping. It notes that organizations typically have high volumes of electronic messages and documents stored in disorganized ways. This can lead to risks like unauthorized access, loss of data, inability to find records, and non-compliance. The document recommends following standards like AS 4390 and ISO 15489 to properly classify, index, track, appraise, and dispose of records in all formats. Implementing electronic record keeping systems requires identifying requirements, assessing current systems, designing controls, training staff, and ongoing review and improvement.
SCADA Security
The document discusses SCADA (Supervisory Control and Data Acquisition) systems which are used to remotely monitor and control critical infrastructure like power plants, oil and gas pipelines, and water treatment facilities. It outlines some security issues with SCADA including that these systems have been of interest to terrorists and nation-states due to their ability to disrupt important systems, and that insiders and simple attacks could also potentially target vulnerable SCADA networks.
Electronic Records Management
The document discusses challenges with managing electronic records, including massive volume, unnecessary copies, and lack of control over organization. It provides guidance on identifying records, ensuring authenticity through versioning or digital signatures, and creating a consistent filing system using descriptive names and tags. The document stresses the importance of complying with records retention and disposition authorities to systematically preserve and destroy records according to legal requirements.
E-Mail Management
The document provides guidance on identifying, organizing, preserving, and managing email records for state employees. It notes that 90% of new records are created electronically and email comprises most new electronic records. It emphasizes the need to identify email that are records versus non-records, and to utilize tools to organize, retain, and dispose of email records appropriately according to retention schedules.
More Related Content
What's hot
The Basics of UWM Records Management
The document provides an overview of records management basics and the records life cycle. It discusses why records management is important both legally and administratively. Records must be properly managed and retained or destroyed according to approved records retention schedules. Electronic records and email pose special challenges and must be managed according to state requirements. The University Records Management program can assist with records scheduling, transfers, destruction and reference requests.
Records Creation And Maintenance
The document discusses effective records and information management. It defines key terms like document, record, file plan, retention and disposal. It explains that documents become records once finalized and must remain unaltered. There are two types of records - ephemeral which have no long-term value, and vital which are critical to operations. A file plan structures records in a logical hierarchy for easy storage and retrieval. Retention schedules provide guidance on how long to keep records before disposal based on legal and business needs. Proper records management promotes good business practices and compliance.
Actividad 1,2 y 3
El documento presenta información general sobre la administración documental. Explica que la administración documental tiene como objetivos establecer procedimientos para procesar documentos de manera rápida, proporcionar información oportuna sobre los documentos y realizar control sobre los documentos que se crean, procesan y archivan. También presenta términos clave relacionados con la administración de documentos como fondo documental, serie documental, expediente, unidad documental y otros.
Document Management System - docManager
A Document Management System (DMS) is a system (a digital program which manages all types of documents) used to store or archive, track or retrieve & manage the pile of documents. It comprises of keeping version control of documents & track history about the document modifications.
02 Types of Computer Forensics Technology - Notes
The document discusses various types of computer forensics technology used by law enforcement, military, and businesses. It describes the Computer Forensics Experiment 2000 (CFX-2000) which tested an integrated forensic analysis framework to determine motives and identity of cyber criminals. It also discusses specific computer forensics software tools like SafeBack for creating evidence backups and Text Search Plus for quickly searching storage media for keywords. The document provides details on different types of computer forensics technology used for remote monitoring, creating trackable documents, and theft recovery.
Records Management Models
The document discusses three main records management models:
1) The European Administrative model which does not distinguish between records and documents and is managed by administrative staff with no clear retention schedules.
2) The Lifecycle model conceived in the 1930s which defines the lifecycle of a record from creation to disposal and is based on a linear timeline. It separates records management and archival functions.
3) The Records Continuum model which defines records management as a continuum with four dimensions of time and space. It abolishes differences between archivists and records managers.
What is Document Management
Businesses create documents everyday, but without an effective filing plan, content quickly turns to chaos. Document management is the process of applying policies and rules to how documents are created, stored, updated and eventually retired. This slideshare identifies the top document management functions and how document management software can help.
For more information on document management in the cloud, visit www.fileplan.com
Conservacion de documentos
Conservación de los Documentos en un deposito de archivo teniendo en cuenta el marco normativo sobre conservación
Records Inventory And Appraisal
The document provides guidance on conducting a records inventory and appraisal. It discusses getting to know your records by mapping what records exist, where they are located, and why they are kept. The steps outlined include issuing a pre-survey memo, deciding on the survey type, designing the survey form, conducting the survey, and evaluating and reporting the results. Key areas to evaluate include which records have long-term value and should be preserved versus those that can be destroyed. Record types are also categorized based on their evidential, informational, and intrinsic values over time.
Digital Records Management & Preservation
The document discusses digital records management and preservation. It begins with an introduction to records and archives for good governance and their importance for transparency, accountability and access to information. It then discusses challenges in managing digital information and outlines components needed for effective digital records management including legislation, policies, standards, procedures, staffing and infrastructure. The rest of the document covers international standards for digital records management, requirements for records management systems, digital preservation challenges and strategies.
Disaster Recovery Plan
This document provides a disaster recovery plan for Interpharm to recover critical services within 4 hours in the event of a total network outage. It includes a business impact analysis identifying critical IT functions and their maximum tolerable outage times. The plan establishes an emergency recovery site with dedicated internet, servers, workstations, and backups of network devices that can be accessed if the primary site is lost. Key steps in disaster recovery implementation include reporting issues, declaring a disaster, contacting personnel, obtaining documentation, restoring backups, and testing the recovery.
4. funcionamiento de un archivo
El documento describe las diferentes fases del funcionamiento de un archivo, incluyendo la identificación, valoración, descripción y difusión de documentos. Explica que la identificación consiste en investigar y sistematizar las categorías archivísticas para elaborar cuadros de clasificación, mientras que la valoración determina los valores legales y de conservación de los documentos. La descripción crea instrumentos para facilitar la consulta de fondos y la difusión promueve el uso de los fondos archivísticos.
Introduction to Records Management @ UNC-Chapel Hill
This training module covers the basics of records management at UNC-Chapel Hill. It was created for records management liaisons and any other University employees who are interested in records management.
[EN] Records Management: Definitions, Principles, Standards and Trends | DMS ...
[EN] Records Management: Definitions, Principles, Standards and Trends | DMS ...PROJECT CONSULT Unternehmensberatung Dr. Ulrich Kampffmeyer GmbH
[EN] Records Management: Definitions, Principles, Standards and Trends |
Presentation by Dr. Ulrich Kampffmeyer |
Stuttgart, Germany, 26.10.2012 |
Contents |
# Definitions: Records and Records Management
# Principles: The 8 GARP General Accepted Principles of Record Keeping
# Standards: ISO 30300, ISO 30301, ISO 16175, MoReq2010, OMG and the rest of the bunch
# Trends: Challenges for records management and the new role of the records manager
Video on Youtube: http://bit.ly/DMS-RMFormación de los archivos según el ciclo vital de los documentos.
Este documento habla sobre la formación de archivos según el ciclo vital de los documentos. Explica que de acuerdo a la Ley 594 de 2000, los archivos se clasifican en tres tipos: Archivo de Gestión, Archivo Central e Histórico. Además, presenta los objetivos de comprender la formación de archivos y reconocer las clases de archivos según su organización. Por último, detalla una tarea que incluye visitar archivos y realizar preguntas sobre su funcionamiento.
Basics of records management
The document discusses an introductory session on records and information management, defining what records and non-records are, the importance of metadata, and providing an overview of electronic records and the challenges of managing them. It covers topics like the records lifecycle, definitions of records and their characteristics, and differences between paper and electronic records.
Files Management
This document discusses files management and provides guidance on creating and maintaining effective filing systems. It emphasizes the importance of files management in enabling effective decision-making and reconstructing sequences of actions. Some key points covered include common filing methods, criteria for a good filing system, organizing and classifying records, file structures and codification, filing equipment, training procedures, and addressing common filing problems. Tips are provided such as exploring filing options, keeping systems simple, dedicating time for filing, and communicating the filing process as a team effort.
Electronic records management
This document provides an introduction and overview of electronic records management for California state government agencies. It defines key terms related to electronic records and records management systems. It discusses the importance of developing an electronic records management program and plan, including reviewing requirements, training, documenting existing systems, conducting a records inventory and appraisal, and obtaining approval for records retention schedules. The document provides guidance on various aspects of electronic records management such as creating, organizing, and arranging electronic files and records series. It also covers ensuring electronic records integrity, database management, hardware and data security, disaster preparedness and recovery, storage media care, and legal issues. The overall aim is to help agencies improve their electronic recordskeeping practices to meet statutory requirements.
Electronic recordkeeping
This document discusses best practice standards for electronic record keeping. It notes that organizations typically have high volumes of electronic messages and documents stored in disorganized ways. This can lead to risks like unauthorized access, loss of data, inability to find records, and non-compliance. The document recommends following standards like AS 4390 and ISO 15489 to properly classify, index, track, appraise, and dispose of records in all formats. Implementing electronic record keeping systems requires identifying requirements, assessing current systems, designing controls, training staff, and ongoing review and improvement.
SCADA Security
The document discusses SCADA (Supervisory Control and Data Acquisition) systems which are used to remotely monitor and control critical infrastructure like power plants, oil and gas pipelines, and water treatment facilities. It outlines some security issues with SCADA including that these systems have been of interest to terrorists and nation-states due to their ability to disrupt important systems, and that insiders and simple attacks could also potentially target vulnerable SCADA networks.
What's hot (20)
Introduction to Records Management @ UNC-Chapel Hill
Introduction to Records Management @ UNC-Chapel Hill
[EN] Records Management: Definitions, Principles, Standards and Trends | DMS ...
[EN] Records Management: Definitions, Principles, Standards and Trends | DMS ...
Formación de los archivos según el ciclo vital de los documentos.
Formación de los archivos según el ciclo vital de los documentos.
Similar to The Basics of UWM Records Management
Electronic Records Management
The document discusses challenges with managing electronic records, including massive volume, unnecessary copies, and lack of control over organization. It provides guidance on identifying records, ensuring authenticity through versioning or digital signatures, and creating a consistent filing system using descriptive names and tags. The document stresses the importance of complying with records retention and disposition authorities to systematically preserve and destroy records according to legal requirements.
E-Mail Management
The document provides guidance on identifying, organizing, preserving, and managing email records for state employees. It notes that 90% of new records are created electronically and email comprises most new electronic records. It emphasizes the need to identify email that are records versus non-records, and to utilize tools to organize, retain, and dispose of email records appropriately according to retention schedules.
Reading the Library General Records Schedule
This document provides guidance on records management for university libraries. It summarizes the University of Wisconsin System Library General Records Schedule (GRS), which establishes minimum retention periods for various types of library records. The GRS covers 44 record series organized into 9 categories. The document explains how to identify the appropriate record series, retention periods, and disposition of records. It also provides guidance on managing electronic records and records requiring confidential destruction.
"Delete it Or Keep It?"
The document discusses best practices for managing electronic records (e-records) in university offices. It recommends treating e-records the same as paper records by (1) identifying which files are official records using criteria like supporting transactions or documenting policies, (2) organizing records in a consistent filing system like folders on your computer, and (3) following records retention and disposition authorities (RDDA) to determine how long to keep records and when they can be destroyed. The document also provides tips for long-term preservation of e-records, such as converting files to neutral formats and storing them remotely.
LVA Electronic Records Management
The document summarizes an electronic records management class which covered:
1) Responsibilities and challenges of managing electronic records including storage, formats, and ensuring access over time.
2) Storage media and database concerns like capacity, recovery, and security.
3) Reformatting records digitally and quality control standards.
4) Metadata and its importance for records.
5) Strategies for email management including determining records, organization, and archiving.
6) Enterprise content management systems and their use by Virginia agencies.
Managing Your Information
A short training presentation on information management (IM) best practices, with an emphasis on records management.
RecordsManagement201.pptx
The document provides an overview and introduction to records management best practices. It discusses key concepts like the lifecycle of records, the importance of organizing paper and electronic files through naming conventions and classification systems, and properly managing records based on their level of activity through appropriate storage and eventual disposition. The goal is to help organizations effectively manage institutional records by understanding records types, implementing best practices for file organization, and utilizing retention schedules to properly maintain and dispose of records over time.
DOCUMENTATION and Filling.pptx
This document provides information on documentation and filing. It discusses documentation, including its definition, importance, communication, quality assurance, legal support, research, planning and decision making, and educational purposes. It also discusses different documentation methods, principles, and types. The document then discusses filing, including its definition, features, purposes, importance, equipment used, classification methods, why it's important to make categories, how to form categories, filing keys, and how to issue any file. The overall document provides guidance on properly documenting information and maintaining an organized filing system.
Km In Ca Office
The document discusses implementing knowledge management in a CA firm's office to address issues like scattered files, lack of organization, and inability to easily find and share important documents. It proposes creating a central electronic document register with metadata fields to classify and track documents. This would help establish a smart file management system that allows authorized users fast access to accurate, up-to-date knowledge resources and prior work, improving efficiency and collaboration.
Digital Destiny
Presentation on electronic records management and archival issues. Originally presented at the Fall 2008 meeting of the Southeastern Wisconsin Archivists Group
20110414 ARMA Twin Cities Inventorying Electronic Records
This presentation describes where electronic files can be found, how to inventory them, and what information to gather as part of the inventory process.
Records Retention Scheduling
A records retention schedule specifies minimum retention periods for records and authorizes their disposal. It serves as an instruction sheet for caring for and preserving records based on their administrative, legal and historical value. The scheduling process involves analyzing records, determining their value, and establishing retention periods and final dispositions. Records are classified as active, inactive or dead based on their use and retention periods. Inactive records are stored offsite until their value expires and final disposition through destruction or transfer.
Finding and Reading General Records Schedules
This document provides an overview of records management at the University of Wisconsin-Milwaukee. It discusses what constitutes a record, records retention schedules, the roles of official and unofficial copies, how schedules are developed, and resources for records management guidance. Key contacts and retention periods are listed for common record types like committee minutes, personnel files, and fiscal records.
FUNDAMENTAL OF RECORDS MANAGEMENT -Notes TOPIC 2 ..pptx
This document provides an overview of the records life cycle model, which describes the typical stages that records go through from creation to final disposition. It discusses the three main stages:
1) Current/Active stage: Records are created and used actively in business processes.
2) Semi-current/Semi-active stage: Records are maintained for reference needs and stored offline. Processes include registration, tracking, classification, and appraisal.
3) Non-current/Inactive stage: Records no longer needed for current reference. They are either destroyed or transferred to archives based on an appraisal and retention schedule.
The document outlines the key processes and features at each stage of the records lifecycle to help records
baim_ch07
The document discusses policies and procedures for managing records retention programs, including what records to keep, where to store them, and for how long. It describes different types of records, conducting records inventories, using RFID technology, developing retention schedules, retrieving and transferring records, and destroying records at the appropriate time according to procedures. The role of a records center in housing inactive records and its control processes are also outlined.
20110428 ARMA Amarillo Inventory Your Electronic Records
This presentation at the ARMA Amarillo Spring Seminar described approaches for conducting an inventory of electronic records.
ERM: how it all fits together
Training presentation on the introduction of the Electronic Resources Module of Millennium LMS at University of Leeds, 2005/6.
Brian Dirking Software Selection For Records Management
The document discusses selecting records management software. It outlines key considerations like ensuring compliance, reducing costs through e-discovery and controlling information retention. The summary explores features needed like retention management, multi-schedule support, categorizing content and a single records management console. Implementing such a system could help with storage savings, restoration costs, discovery costs and litigation preparedness.
DATA & RECORDS MANAGEMENT COURSE ISO RECORDS MANAGEMENT CONTROLS
This course focuses on how to develop best practice record and data management. Efficient record and data management systems are essential for any organisation. Administrators, Office Managers and Personal Assistants all need to develop and improve their record and data management techniques and systems. This course covers all aspects of record and data management related to understanding the processes involved, the guidelines that apply, the steps that need to be taken, best practice examples and easy reference templates for use, storage and retrieval of data training course with practical and hands on case studies and workshops will help you to learn about cyber security, protection of data, reducing organisation risk, meeting global compliance standards, as well as privacy protection requirements and using ISO records management and ISO Information security management to deliver solutions. This training course seeks to provide you with the latest skills and case studies such as how to manage information, audit controls, manage legal regulations and standards, work more safely in an online world and how to protect sensitive and personal information. By applying these skills to the tasks and challenges you face in your work, you will deliver stronger and more compliant solutions to managing cyber related risks and applying information governance roles and responsibilities.
Course Duration: 2 DaysDownload course outline→
UPON COMPLETION OF THIS COURSE, THE PARTICIPANTS SHOULD KNOW THE FOLLOWING:
Record and data management systems and the related processes
Overview of the guidelines that relate to record and data management
Record and data management: data, storage and retrieval aspects
Planning a storage and retrieval system
Implementing and maintaining a filing system
Guidelines for retention and disposal of records
Archiving and disposal of records
Practical tips and templates for use at work
Practical application to own work environment and related types of data that are worked with
Good administrative practices and processes
Using technology effectively for data management
Quality Management Systems
Who Decides? Reinterpreting archival processes for the management of digital ...
The document discusses challenges in archiving digital records and research data. It summarizes an audit of King's College London to identify digital information created, how it is used, and preservation risks. The project aims to develop a system for managing both business records and research material. Risks identified include insufficient storage, authenticity, and unclear retention periods. Strategies include technical infrastructure, education, and policies to address these risks and help preserve digital assets long-term.
Similar to The Basics of UWM Records Management (20)
20110414 ARMA Twin Cities Inventorying Electronic Records
20110414 ARMA Twin Cities Inventorying Electronic Records
FUNDAMENTAL OF RECORDS MANAGEMENT -Notes TOPIC 2 ..pptx
FUNDAMENTAL OF RECORDS MANAGEMENT -Notes TOPIC 2 ..pptx
20110428 ARMA Amarillo Inventory Your Electronic Records
20110428 ARMA Amarillo Inventory Your Electronic Records
Brian Dirking Software Selection For Records Management
Brian Dirking Software Selection For Records Management
DATA & RECORDS MANAGEMENT COURSE ISO RECORDS MANAGEMENT CONTROLS
DATA & RECORDS MANAGEMENT COURSE ISO RECORDS MANAGEMENT CONTROLS
Who Decides? Reinterpreting archival processes for the management of digital ...
Who Decides? Reinterpreting archival processes for the management of digital ...
More from Brad Houston
We can rebuild it
Presentation on Records Management for 2016 Midwest Archives Conference, "RM 2.0" session, April 30, 2016.
Personal digital archiving
This document discusses personal digital archiving, including what it is, why it's important, who the key players are, when related events may take place, how people can get involved, where to find more information, and it addresses other potential questions. The document provides guidance on best practices for individuals to select, preserve, and organize their digital materials for archival purposes.
Email Management for Office 365 and Beyond
This document provides guidance on email management for Microsoft 365 and beyond. It breaks emails down into five categories: non-records, transitory, routine, other records, and historical. Non-records and transitory emails such as spam and calendar invites can be deleted. Routine emails related to ongoing conversations or transactions should be deleted after 6 months. Other records requiring longer retention should be exported according to retention schedules. Historical emails setting policy should be exported to archives. The document recommends using filters and folders to sort emails and adopting a "touch once" method to reduce clutter in inboxes.
Everyone's A Mechanic
This document summarizes Brad Houston's presentation on building a simple electronic records workflow. It discusses the benefits of electronic records like improved access and context, but also challenges like volume and preservation. It proposes using a "mechanic metaphor" where individuals have enough knowledge to manage electronic records issues. The presentation outlines using free and open source tools to accession, arrange, describe, and preserve a collection of records from a university chancellor's office. It emphasizes the ongoing nature of digital preservation and provides resources for further information.
Data management plans
Brad Houston presented information on data management plans (DMPs) required by the National Science Foundation (NSF) for grant proposals. He explained that DMPs must describe the data to be collected or generated, how it will be organized and formatted, and how it will be preserved and shared. He emphasized using open standards and preparing metadata to help others understand and find the data. Researchers were advised to consider long-term preservation and to partner with libraries or repositories to ensure access over time. Contact information was provided for those needing assistance developing their DMP.
Data management plans (dmp) for nsf
The document discusses NSF requirements for data management plans for grant proposals. It notes that as of January 2011, proposals must include a data management plan that addresses how data will be organized, preserved, and shared. The plan must provide enough detail for reviewers to understand how data will be managed during and after the project. Guidelines are provided on the key elements to address in a data management plan, including what data will be collected, how it will be formatted and documented, how others can access and use the data, and how the data will be preserved long-term. Resources for developing effective data management plans are suggested.
Data management plans (dmp) for nsf
The document discusses requirements for National Science Foundation (NSF) Data Management Plans (DMPs). Starting in 2011, DMPs describing how research data will be organized, preserved, and shared are required as part of NSF grant proposals. DMPs must address data standards, access and sharing policies, and long-term preservation and access. Resources for writing DMPs are provided, including tools, best practices examples, and experts available for consultation.
Data management plans
The document discusses requirements for data management plans from the National Science Foundation. It notes that as of January 2011, NSF will require a data management plan for all new grant proposals as well as existing grants. The plan must address what data will be collected and how it will be organized, preserved, shared, and accessed. It emphasizes the importance of effective data management for facilitating research by both the principal investigators and other researchers. The document provides guidance on developing a data management plan that meets NSF's criteria and effectively manages research data.
Microfilm or Digitize: Which is Right for You?
Presentation on reformatting options for active and inactive records. Originally presented at the 2009 Annual Conference of the International Institute of Municipal Clerks, May 20, 2009
Legal Issues in Records Management
Brad Houston provides a presentation on records management laws and policies for UWM employees. He discusses relevant laws like FERPA, HIPAA, and copyright law. The presentation emphasizes the importance of properly handling records requests, litigation holds, and electronic records. Employees are advised to contact legal affairs if they have questions about complying with records laws and policies.
Interpreting The Personnel General Records Schedule
Presentation explicating the UW-System General Records Schedule for Unclassified Staff Records, originally presented at UWM January 14, 2009
More from Brad Houston (11)
Interpreting The Personnel General Records Schedule
Interpreting The Personnel General Records Schedule
Recently uploaded
Jemison, MacLaughlin, and Majumder "Broadening Pathways for Editors and Authors"
Jemison, MacLaughlin, and Majumder "Broadening Pathways for Editors and Authors"National Information Standards Organization (NISO)
This presentation was provided by Racquel Jemison, Ph.D., Christina MacLaughlin, Ph.D., and Paulomi Majumder. Ph.D., all of the American Chemical Society, for the second session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session Two: 'Expanding Pathways to Publishing Careers,' was held June 13, 2024.Beyond Degrees - Empowering the Workforce in the Context of Skills-First.pptx
Iván Bornacelly, Policy Analyst at the OECD Centre for Skills, OECD, presents at the webinar 'Tackling job market gaps with a skills-first approach' on 12 June 2024
Andreas Schleicher presents PISA 2022 Volume III - Creative Thinking - 18 Jun...
Andreas Schleicher, Director of Education and Skills at the OECD presents at the launch of PISA 2022 Volume III - Creative Minds, Creative Schools on 18 June 2024.
BÀI TẬP DẠY THÊM TIẾNG ANH LỚP 7 CẢ NĂM FRIENDS PLUS SÁCH CHÂN TRỜI SÁNG TẠO ...
BÀI TẬP DẠY THÊM TIẾNG ANH LỚP 7 CẢ NĂM FRIENDS PLUS SÁCH CHÂN TRỜI SÁNG TẠO ...Nguyen Thanh Tu Collection
https://app.box.com/s/qhtvq32h4ybf9t49ku85x0n3xl4jhr15Geography as a Discipline Chapter 1 __ Class 11 Geography NCERT _ Class Notes...
Geography as discipline
RHEOLOGY Physical pharmaceutics-II notes for B.pharm 4th sem students
Physical pharmaceutics notes for B.pharm students
THE SACRIFICE HOW PRO-PALESTINE PROTESTS STUDENTS ARE SACRIFICING TO CHANGE T...
The recent surge in pro-Palestine student activism has prompted significant responses from universities, ranging from negotiations and divestment commitments to increased transparency about investments in companies supporting the war on Gaza. This activism has led to the cessation of student encampments but also highlighted the substantial sacrifices made by students, including academic disruptions and personal risks. The primary drivers of these protests are poor university administration, lack of transparency, and inadequate communication between officials and students. This study examines the profound emotional, psychological, and professional impacts on students engaged in pro-Palestine protests, focusing on Generation Z's (Gen-Z) activism dynamics. This paper explores the significant sacrifices made by these students and even the professors supporting the pro-Palestine movement, with a focus on recent global movements. Through an in-depth analysis of printed and electronic media, the study examines the impacts of these sacrifices on the academic and personal lives of those involved. The paper highlights examples from various universities, demonstrating student activism's long-term and short-term effects, including disciplinary actions, social backlash, and career implications. The researchers also explore the broader implications of student sacrifices. The findings reveal that these sacrifices are driven by a profound commitment to justice and human rights, and are influenced by the increasing availability of information, peer interactions, and personal convictions. The study also discusses the broader implications of this activism, comparing it to historical precedents and assessing its potential to influence policy and public opinion. The emotional and psychological toll on student activists is significant, but their sense of purpose and community support mitigates some of these challenges. However, the researchers call for acknowledging the broader Impact of these sacrifices on the future global movement of FreePalestine.
Stack Memory Organization of 8086 Microprocessor
The stack memory organization of 8086 microprocessor.
How Barcodes Can Be Leveraged Within Odoo 17
In this presentation, we will explore how barcodes can be leveraged within Odoo 17 to streamline our manufacturing processes. We will cover the configuration steps, how to utilize barcodes in different manufacturing scenarios, and the overall benefits of implementing this technology.
A Visual Guide to 1 Samuel | A Tale of Two Hearts
These slides walk through the story of 1 Samuel. Samuel is the last judge of Israel. The people reject God and want a king. Saul is anointed as the first king, but he is not a good king. David, the shepherd boy is anointed and Saul is envious of him. David shows honor while Saul continues to self destruct.
Recently uploaded (20)
Jemison, MacLaughlin, and Majumder "Broadening Pathways for Editors and Authors"
Jemison, MacLaughlin, and Majumder "Broadening Pathways for Editors and Authors"
Beyond Degrees - Empowering the Workforce in the Context of Skills-First.pptx
Beyond Degrees - Empowering the Workforce in the Context of Skills-First.pptx
REASIGNACION 2024 UGEL CHUPACA 2024 UGEL CHUPACA.pdf
REASIGNACION 2024 UGEL CHUPACA 2024 UGEL CHUPACA.pdf
SWOT analysis in the project Keeping the Memory @live.pptx
SWOT analysis in the project Keeping the Memory @live.pptx
Andreas Schleicher presents PISA 2022 Volume III - Creative Thinking - 18 Jun...
Andreas Schleicher presents PISA 2022 Volume III - Creative Thinking - 18 Jun...
NEWSPAPERS - QUESTION 1 - REVISION POWERPOINT.pptx
NEWSPAPERS - QUESTION 1 - REVISION POWERPOINT.pptx
BÀI TẬP DẠY THÊM TIẾNG ANH LỚP 7 CẢ NĂM FRIENDS PLUS SÁCH CHÂN TRỜI SÁNG TẠO ...
BÀI TẬP DẠY THÊM TIẾNG ANH LỚP 7 CẢ NĂM FRIENDS PLUS SÁCH CHÂN TRỜI SÁNG TẠO ...
Geography as a Discipline Chapter 1 __ Class 11 Geography NCERT _ Class Notes...
Geography as a Discipline Chapter 1 __ Class 11 Geography NCERT _ Class Notes...
RHEOLOGY Physical pharmaceutics-II notes for B.pharm 4th sem students
RHEOLOGY Physical pharmaceutics-II notes for B.pharm 4th sem students
THE SACRIFICE HOW PRO-PALESTINE PROTESTS STUDENTS ARE SACRIFICING TO CHANGE T...
THE SACRIFICE HOW PRO-PALESTINE PROTESTS STUDENTS ARE SACRIFICING TO CHANGE T...
The Basics of UWM Records Management
- 1. Records Management Basics: Maintaining a Sunny (Records) Disposition
- 2. Part I: Introduction and Useful Definitions
- 15. A Sample RRDA
- 18. Part II: The Records Life Cycle
- 19. The Records Life Cycle
- 29. Part III: Electronic Records
- 36. Part IV: What can UWM Records Management do for you?
- 47. Questions?