Training

Records Management Training Courses

UTARMS is currently offering training sessions on several records management topics. 

The instructor for all courses is Tys Klumpenhouwer, Records Archivist, (416) 978- 7658.

Winter 2017 Schedule

Course 1: Records Management Fundamentals - D6287

Date: TBA - Winter 2017

Location:

2nd Floor Conference Room, 2-0005, Library Administration Office, Robarts Library, 130 St. George Street. **

Who Should Attend: Staff who have not taken any previous records management training and who want to effectively manage their office’s records.

Course Objectives: This session is an introduction to effective record-keeping practices and the University’s Records Management Program. It will provide participants with a grounding in basic records management principles and practices and will prepare them for further records management training.

What You Will Learn

  • What records management is and why it is important
  • The University Archives and Records Management Services (UTARMS) and its products and services
  • The management of active records; including the University File Plan and access and privacy issues
  • The management of semi-active records; including storage, inventories, and scheduling
  • The management of inactive records, including archival transfer and destruction
  • Imaging programs and their applicability to University offices

 

Course 2: The University of Toronto File Plan - D6288

Date: TBA - Winter 2017

Location:

2nd Floor Conference Room, 2-0005, Library Administration Office, Robarts Library, 130 St. George Street. **

Who Should Attend: Staff needing to develop or apply file classification systems, especially for administrative records. Staff seeking guidance on retention and destruction of administrative records. Staff who have completed the Records Management Fundamentals training session or have equivalent records management training and experience

Course Objectives: Staff will gain familiarity with classification principles and file plan development. Participants will examine the University of Toronto File Plan and its administration, buildings and properties, equipment and supplies, finance, and human resources main subject groups.

What You Will Learn

  • Principles of classification and how they apply to record-keeping
  • The purpose and structure of file plans and factors in their development
  • The scope, features, and structure of the University of Toronto File Plan
  • The retention and disposition requirements for University administrative records as detailed in the File Plan
  • Strategies for implementing the File Plan

 

Course 3: Records Management: Electronic Records and Desktop Management - D6289

Date: TBA - Winter 2017

Location:

2nd Floor Conference Room, 2-0005, Library Administration Office, Robarts Library, 130 St. George Street. **

Who Should Attend: Staff who want to effectively manage their office’s electronic desktop records. The course will focus on electronic records generated by desktop applications such as word processing, spreadsheets, and email.

Prerequisite: Completion of Records Management Fundamentals course.

Course Objectives: Understand issues relating to the management of electronic desktop records. Examine office technological environments and associated strategies for managing electronic records.

What You Will Learn

  • Services offered by the University Archives and Records Management Service
  • Technological, organizational, and recordkeeping trends and their impact on the management of desktop electronic records
  • Technological, legal and usage issues related to managing electronic records
  • Responsible use and management of email
  • Types of technological environments existing in University offices
  • Strategies for managing electronic desktop records
  • Introduction to electronic document management systems and electronic recordkeeping systems

Registration & Course Information

Registration information is available through the Organizational Development and Learning Centre website at: http://www.odlc.utoronto.ca/index.php?Itemid=65&option=com_jevents&view=year&task=year.listevents.

For registration inquiries, please contact the ODLC at 416-946-3061.

If you have any questions about course content, please contact course instructor,

Tys Klumpenhouwer, Records Archivist at (416) 978- 7658 or by email to t.klumpenhouwer@utoronto.ca.

Location Information

Records Management training sessions are presented on the St. George campus at the Robarts Library, 130 St. George Street. At the request of staff, training sessions may be readily set up at either the Mississauga campus or the Scarborough campus.

Vendor Information Sessions:

Vendor information sessions provide University staff with information about records management products and services directly from the vendor. Preferred University vendors are invited to present record and information management solutions to participants. Topics may include off-site storage services, shredding services, and micrographics and digitization services.

Dates for vendor information sessions will be posted to this site as scheduled.