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 22, 2013

10:00 – 11:30 AM

Loop

14 E Jackson, Room 1326

 

October 22, 2013

2:00 – 3:30 PM

Lincoln Park

SAC 232

(2320 N Kenmore)

 

Filing Best Practices

Course Name: Filing Best Practices

Course Number: FB001A

Pre-requisites: None

Workshop Description:

This workshop will guide participants through understanding the lifecycle of a record, the different ways to organize records, suggestions for labeling files, and how to separate active files from the ones that are no longer being used but must keep per the Records Retention Schedule.  Topics include types of filing schemes, active versus inactive records, filing system controls and physical storage options.

Learning Outcomes:

- Identify the different stages of the records lifecycle and how each plays a part in records management
- Organize and label files to assist with retrieval and disposal
- Identify different file storage options
- Separate and track files

Dates and Locations:

January 22, 2014
10:00 – 11:00 AM
Loop
DePaul Center 8014
(1 E Jackson)

January 22, 2014
2:00 – 3:00 PM
Lincoln Park
Lincoln Park Student Center 325
(2250 N Sheffield Ave)

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

March 11, 2014
2:00 – 3:00 PM
Loop
DePaul Center 8005
(1 E Jackson Blvd)

March 13, 2014
10:00 – 11:30 AM
Lincoln Park
Lincoln Park Student Center 325
(2250 N Sheffield Ave)

 

Scanning 101

Course Name: Scanning 101

Course Number: SC001A

Pre-requisites: None

Workshop Description:

For offices considering scanning documents as a part of everyday operations, many things should be contemplated before undertaking such a project. This workshop will cover topics such as but not limited to: document preparation, scanner and software selection, office personnel considerations, project management hints, retention and disposition, document schema and budgetary tips.

Learning Outcomes:

At the conclusion of this workshop, participants will:

  • Analyze and consider all aspects of commencing a scanning project and determine the appropriate application of technology for individual situations.
  • Administer appropriate document retention and disposition principles to electronic documents within the project.
  • Understand the impacts of staples, post-it notes, simplex vs. duplex documents and document quality on scanners.
  • Gain exposure to various types of scanners and software solutions based on appropriate application to the project.
  • Consider and properly schedule human resources for preparation and executing the scanning project.
  • Understand popular document naming conventions and schemas and their impact on scanning projects.
  • Apply basic project management principles to elements such as timelines, budgets and political considerations.

Dates and Locations

May 22, 2014
10:00 – 11:30 AM
Lincoln Park
Lincoln Park Student Center 324
(2250 N Sheffield Ave)

May 21, 2014

2:00 – 3:00 PM
Loop
DePaul Center 8010
(1 E Jackson Blvd)





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