RECORDS MANAGEMENT TRAINING FAQ

A. Some workshops are offered through UNC CH Human Resources Training and Development Program. Please check their website for the current schedule. The University Archives and Records Management Service also offers several online workshops. Our basic workshops are:

• EMAIL MANAGEMENT at UNC-CH: Includes email as a public record, email deletion, appropriate content for email distribution, handling attachments, and avoiding email clutter.
• PILES OF FILES? ORGANIZING YOUR RECORDS: Learn about strategies for developing a filing system that works for you. Includes information about inventories, analysis of your filing system, organization strategies, and organizing electronic files.
• HISTORICAL RECORDS AND UNIVERSITY ARCHIVES: Learn more about what kinds of records are considered historical from the perspective of University Archives and what should be done to preserve these records. (Workshop only available through Training & Development)
• ELECTRONIC RECORDS MANAGEMENT at UNC-CH: Learn about managing electronic records. Includes overview of the complexities surrounding lifespan of electronic records, how organize your electronic records and issues about long term storage of electronic records.
• RECORDS MANAGEMENT at UNC-CH (AN INTRODUCTION): Learn about the laws that affect records at UNC. Includes NC Public Records Law, impact of records management on managing paper and electronic records, and how University Archives and Records Service can assist you with your records needs.
• PLANNING & IMPLEMENTING A DIGITAL IMAGING PROJECT: Learn about digital imaging systems. Includes benefits and key concepts of digital imaging; planning process elements; legal, risk management and records management concerns; indexing and labeling; budget issues; technology assessment and selections.
• HOW TO CREATE & USE YOUR RECORDS RETENTION SCHEDULE: Learn about creating a records retention schedule with University Archives and Records Service. Includes developing a records retention schedule, determining appropriate retention periods, and how to use your approved schedule.

A. Yes. Contact the University Records Manager about a specialized workshop for your office. We require a minimum of 8 attendees for onsite workshops.

A. No. University Archives and Records Service provides assistance to UNC-CH and UNC-GA offices free of charge.

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