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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.

Everyone is welcome!  Records disposition practices must follow state requirements, but the process is easier than most people expect. 

Training Dates

Spring 2024 records management training was held via Zoom on the afternoon of Tuesday, March 26 and again on the morning of Wednesday, March 27.  

Workshops are offered through Talent Development & Communications.  Please register via SAP.

Students are welcome to attend.  Staff member should register via SAP, then the link can be forwarded to any student workers who are helping the staff member with retention/disposition.

Questions are encouraged throughout the training, as discussion is a valuable way to put records management principles into practice. 


Additional Resources


Webinar: Email Management Basics

Presented by the State Library Records Management division of the Texas State Library and Archives Commission (SLRM/TSLAC).

This is a 47-minute webinar on how to manage e-mail in a state agency, including Texas State University.  This expands on the training offered here on campus and includes tips for reducing the e-mail in your inbox while managing the messages according to the RRS.

The flowchart is available on the webinar page as a PDF; you can also click on the image on the right.


Training Videos from BC

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.

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