Training        
  
 

Upcoming Training | Email Management
Filing Best Practices | Introduction to Records Management | File Plan Development
Scanning 101 | Disposing of Old Records

Upcoming Training

Records Management is pleased to announce the following classroom training opportunities for the DePaul University community. Whether you’re new to the University, new to your position, or just need more information on the best way to deal with the records in your office, these sessions will help you understand the University’s Records Retention Policy as well as more efficiently handle the information you need to do your job.

To register for any of these sessions, log into Campus Connect at http://campusconnect.depaul.edu and follow these steps:

  1. Navigate to For Employees
    • Select Employee Self Service
    • Select Learning and Development
    • Select Request Training Enrollment
    • Search by Course Name or Course Number (listed below for each training course)
    • View Available Sessions
    • Select Session -> View Session Detail -> "Submit Request"
    • Select "Submit"
  2. Verification of your enrollment will be sent by e-mail from Workplace Learning and Performance

If you have any issues with registration, view the registration tutorial or contact recordsmanagement@depaul.edu


Introduction to Records Management – The 5Ws and One H

Course Name : Intro to Records Management

Course Number : RM001A

Pre-requisites:

None

Workshop Description:

In addition to helping you do your job, files can be considered University records that need to be retained for legal, financial, administrative, and historical reasons. Through real-world examples this session explains university policies regarding what you need to keep and how long you need to keep it, how to use the University Records Retention Schedule, and how to implement records management procedures in the office. This is the perfect session to attend before participating in the next Fun File Days file destruction event!

Learning Outcomes:

At the conclusion of this session, participants will:

  • Know how to differentiate between official and unofficial records
  • Understand how to use the Records Retention Schedule to determine how long to keep files
  • Feel empowered to purge old documents

Dates and Locations:

October 10, 2012
1:00 – 2:30 PM
Loop
Lewis 1307
(25 E Jackson)

October 11, 2012
3:00 – 4:30 PM
Lincoln Park
Byrne 358
(2219 N Kenmore)


Tackling Your Shared Drive

Course Name: Tackling Your Shared Drive

Course Number: SD001A

Pre-requisites: None

Workshop Description:

Does your departmental shared drive resemble a junk drawer? This workshop will equip participants with the means necessary to sort through existing folders and create a new, sustainable structure for effective departmental use. Topics such as electronic records management, security, records disposal and naming conventions will be but a few of the items discussed in the workshop. Most importantly, the workshop will detail key points relating to a shared drives structure's importance in regards to the university records retention schedule.

Learning Outcomes:

  • Understand the recommended process for analyzing current shared drive issues
  • Know the steps for creating a sustainable shared drive layout
  • Be able to see how shared drive structures can help with adherence to university policies

Dates and Locations

February 13, 2013
10:00 AM – 12:00 PM
Loop
DePaul Center 8050
(1 E Jackson Blvd)

February 14, 2013
1:30 – 3:30 PM
Lincoln Park
Lincoln Park Student Center 325
(2250 N Sheffield Ave)


File Plan Development

Course Name: File Plan Development

Course Number: FP001A

Pre-requisites:

None

Workshop Description:

A file plan lists the records in your office, and describes how they are organized and maintained. A good file plan is one of the essential components of a recordkeeping system, and key to successful records management. It can help you:

  • document your activities effectively
  • identify records consistently
  • retrieve records quickly
  • disposition records no longer needed
  • efficiently follow University policy

This workshop will walk attendees through the steps of indentifying their records and what information should be included as part of the file plan. Attendees will leave with ideas about how to document and organize their paper records as well as their electronic documents.

Learning Outcomes:

At the conclusion of this session, participants will:

  • Know why having a file plan is a benefit to their department
  • Understand the components that make up a file plan
  • Be able to identify the records in their departments
  • Have started the process of creating their own file plan

Dates and Locations:

April 3, 2013
10:00 – 11:00 AM
Lincoln Park
Student Center 325

April 4, 2013
2:00 – 3:00 PM
Loop
DePaul Center 8014


I’m Done With It. Now What? Disposing of Old Records

Course Name: Disposing of Old Records

Course Number: DO001A

Pre-requisites:

Introduction to Records Management

Workshop Description:

The University Records Retention Schedule has several outcomes for official records. Some of them must be permanently retained, some must be shredded, some can just be disposed of, and still others need to be sent to the University Archives. But what do all of those things mean? And what are the best practices associated with each of them? This workshop will explain in detail how and why to use off-site storage, third-party shredding services, and the University Archives in order to make getting rid of those old records as efficient as possible.

Learning Outcomes:

At the conclusion of this session, participants will:

  • Understand the benefits to using third-party storage and shredding
  • Know how to set up an account to facilitate shredding and storage
  • Gain exposure to the mission and services of the University Archives
  • Be able to efficiently and correctly retain or shred old records

Dates and Locations :

May 21, 2013
2:00 – 3:00 PM
Loop
DePaul Center 8014

May 23, 2013
10:00 AM – 11:00 AM
Lincoln Park
Student Center 325





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