Policies, Guidelines, Best Practices and Standards

The University has a Records Management Policy

• Policy GA4 Records Management

as well as guidelines on the Security of Paper Records  and the Remote Work Records Security.

Explore Records Management Guidelines

• Records Management Manual
• Archival Records Guideline 
• New Programs and Curriculum Committee – Records Guidelines

 Records Management Best Practices and Standards 

• Collaboration Tools: When Should I Create a Record?
• Digitization Standard
• Email Best Practices
• E-records Naming Convention
• Information Handling When Decommissioning Systems
• Model File Plan
• MS Teams Best Practice
• OneDrive Best Practice
• Recordkeeping Guidelines for University Committees and Working Groups
• Remote Work Records Security
• Security of Paper Records
• Video Recording Best Practices

Outlook Functionality One-pagers

See also this blog post which describes how to use rules and auto archiving to automate destruction of transitory email.

OutLook Functionality Videos

For more information on these policies and how they impact your unit, please refer to our “Understanding Records Management” guide.