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RM Training

Basic records management training, For the Record: What You Really Need to Know About Records Management, is held each semester. The office of Organizational Development and Communication may send e-mail reminders about three weeks before the scheduled workshop.  Register using SAP's training module. 

Training Overview

Employees need practical knowledge and tools to make good decisions about managing university records.  Training begins with definitions and State requirements, then introduces the retention schedule and explains the process for preparing records for disposition. 

Employees who have responsibility for maintaining departmental records should attend every two years to stay up-to-date.  See UPPS 01.04.32 for detailed information about recordkeeping responsibilities.

Training Dates

The next training workshops will be held in Spring 2023 via Zoom.  (The Fall 2022 workshops were held Tuesday, November 8 and again on the afternoon of Thursday, November 10). 

Workshops are offered through Organizational Development and Communications (ODC).  Please register via SAP.

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Additional Resources

The Records Management Office, University Archives, University of British Columbia created some informative and entertaining videos on the topic of records management.  While the terminology is a little different, and UBC has workflows and policies that differ from Texas State's, the videos provide a great overview of records management processes.  Just remember - these videos help explain concepts -- but do not reflect our university's policies! 

With thanks to Barbara Towell, E-Records Manager, University Archives, University of British Columbia for allowing us to share the videos her office created.