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Records & Information Management

  • Home
  • About
    • Records Management Basics
    • Virginia Public Records Act
    • Policies & Standards
    • Services
    • History and Mission
    • Staff
  • Records Retention & Disposition
    • Overview
    • Retention Schedule Database
    • Records Destruction (RM3)
  • Records Storage
    • Overview
    • Physical Records Storage
    • Electronic Records Storage
    • Off-site Storage Vendors
      • Vendor Information
      • Cost Comparison/ Calculator
      • Storage Account Creation
      • Preparing Records for Vendor Storage
      • Transfer Records to/from Vendor Storage
      • Patterson Pope Scan-on-Demand
    • Ordering Boxes
  • URMA
    • Overview
    • Account Creation
    • Use URMA
    • Instructions & Guidance
  • Training & Resources
    • On Demand Training
    • Live Training
    • Tip Sheets
    • On-site training & consultations
  • Home
  • About
    • Records Management Basics
    • Virginia Public Records Act
    • Policies & Standards
    • Services
    • History and Mission
    • Staff
  • Records Retention & Disposition
    • Overview
    • Retention Schedule Database
    • Records Destruction (RM3)
  • Records Storage
    • Overview
    • Physical Records Storage
    • Electronic Records Storage
    • Off-site Storage Vendors
      • Vendor Information
      • Cost Comparison/ Calculator
      • Storage Account Creation
      • Preparing Records for Vendor Storage
      • Transfer Records to/from Vendor Storage
      • Patterson Pope Scan-on-Demand
    • Ordering Boxes
  • URMA
    • Overview
    • Account Creation
    • Use URMA
    • Instructions & Guidance
  • Training & Resources
    • On Demand Training
    • Live Training
    • Tip Sheets
    • On-site training & consultations

URMA

  • Overview
  • Account Creation
  • Use URMA
  • Instructions & Guidance

Instructions & Guidance

Video Tutorials

  • URMA Basics
    • Creating Boxes
    • Printing Labels
    • Creating & Using Storage Locations
    • Requesting Vendor Pick-ups and Deliveries
  • Tracking Electronic Records
    • Introduction NEW!
    • Data Entry – Removable Media NEW!
    • Data Entry – Servers NEW!
  • Managing Research Records
    • Creating Sponsors and Projects NEW!
    • Creating Records NEW!

Tip Sheets

  • Selecting your URMA Role
  • Transferring records to storage vendor
  • Recalling boxes from storage vendors

URMA Handbook

  • Section 1 - Screen Layouts
  • Section 2 - Changing Passwords
  • Section 3 - Tips
  • Section 4 - Entering Box Records - Standard
  • Section 5 - Entering Box Records - Research
  • Section 6 - Entering Electronic Records (stored on Removable Media)
  • Section 7 - Entering Electronic Records (stored on a Server)
  • Section 8 - Bulk Create and Bulk Update
  • Section 9 - Printing Labels
  • Section 10 - Moving to Storage
  • Section 11 - Disposition

© 2021 By the Rector and
Visitors of the University of Virginia

P.O. Box 400898

2400 Old Ivy Road

Room 158

Charlottesville, VA 22904

EMAIL: records@virginia.edu