Instructions

Users of the University Records Management Application (URMA) should reference the instructions below when working in the system.

Basics

Understand the basic functions of URMA, including setting system defaults to expedite data entry, how to create a Record (box or electronic file folder), printing labels for Records (boxes only), and how to search for and locate a Record.

Set Defaults

Create Records

Print Labels

Create Electronic Records

Quick and Detailed Search

Storage Locations

Locations tell URMA where a Record lives. A location can be a physical room, an electronic file path, an URMA user, or for Files, a Record barcode.

Create and Use Storage Locations

Transfer Records to On-Site Locations and Users

Transfer Files to Records

Off-Site Storage

Records can be sent to off-site storage with the university's vendor. Users must request pickup and delivery through URMA.

Transfer Records to Patterson Pope

Recall Records from Patterson Pope

Research Records

In order to use URMA to track retention on research records, you must provide information on the Research Sponsor and Research Project before you can create a Record.

Create Research Sponsors, Projects, and Records