Practical Guidance, Templates, and Training - State University of Illinois

Introduction to Records Management at the University of Illinois

Learn about your records management responsibilities as an employee and how the RIMS office can assist you.

Module 1: What is a record?

Module One focuses on defining what qualifies as a record for University employees and some other basic concepts like the lifecycle of a record and some common examples of records.

(Module 1 Transcript)

Module Two introduces record retention periods and unit-specific records plans. If you have not already watched Module One of this course, you might want to go back to it for some of the basic concepts of records management.

(Module 2 Transcript)

Module 3: Records Filing Systems & Storage

Module Three focuses on how to build filing systems, common naming conventions, and storage options available to University of Illinois units and departments.

(Module 3 Transcript)

Module 4: Disposal or Transfer of Records

Module Four covers how to transfer records to the University Archives and how to dispose of records that have met their retention. This module also addresses special requirements for disposing of records with sensitive information.

(Module 4 Transcript)

Records and Information Management How-To: Reading a Retention Schedule

This How-To video instructs users on the parts of a Records Retention Schedule as they are displayed on the RIMS website.

(Transcript)

Records and Information Management How-To: Filling Out the Disposal Request Form

This How-To video instructs users in filling out the Records Disposal Request Form.

(Transcript)

Records and Information Management How-To: Records Storage

This How-To video covers the three categories of storage that can help your office organize your records.

(Transcript)

Records and Information Management How-To: Records and Administrative Data Management Plan

This How-To video covers the basic parts of a Records and Administrative Data Management Plan.

(Transcript)

Email Management: Building a Workflow

Learn about building a workflow that helps you better manage your email and time. Are you struggling with email overload? Try some of these strategies today!

(EM: Building a Workflow Transcript)