Records Management Training Courses

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

The instructors for all courses are Tys Klumpenhouwer, University Archivist, and Andrea McCutcheon, Records Archivist.

Staff can register by logging into LMS Access on the Centre for Learning, Leadership & Culture website, select the Learning block and then search for the courses

LMS Access search bar

Winter 2020 Schedule

Course 1: Records Management Fundamentals

Date: January 17, 2020 (Friday) – 1-4pm

Location: Room 610, Organizational Development and Learning Centre (ODLC), 215 Huron Street, 6th floor

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

Date: January 22, 2020 (Wednesday) – 1-4pm

Location: Room 610, Organizational Development and Learning Centre (ODLC), 215 Huron Street, 6th floor

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

Date: January 27, 2020 (Monday) – 1-4pm

Location: Room 610, Organizational Development and Learning Centre (ODLC), 215 Huron Street, 6th floor

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

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.