Record Management Training Resources for University Offices

If you are looking for guidance on a topic or issue not covered below, please contact us at recmgmt@library.wisc.edu.

General Records Management Guidance

• UW-Madison Employee Records Management Responsibilities
• Managing Records of Departing Employees
• Handling Sensitive University Data
• Managing Records During an Office Relocation
• Media and Device Disposal and Reuse Policy
• Media and Device Disposal and Reuse Procedures

Electronic Records Management

• Best Practices for Organizing Electronic Records
• Records Management Guidelines for Information Technology Systems
• Electronic Business Communication and University Records (E-mail, Chat and Text)
• Management and Retention of Public Record Email – Best Practices for Wisconsin State Agencies
• Best Practices for File Naming
• Digitization Guidance for Wisconsin State Agencies

Research Records

• Creating Data Management Plans
• Data Stewardship, Access, and Retention
• Data Storage Finder

Health Records

• Email Communications Involving Protected Health Information (PHI)
• Health Insurance Portability and Accountability Act (HIPAA) Compliance

Financial Records

• Storage of Supporting Documentation for Financial Transactions