On-Site Training & Consultations

If you are interested in a one-on-one consultation or site visit, contact RIM to assess how your office handles storage, filing, recordkeeping, and disposition, and receive tailored recommendations for improving compliance and efficiency.

If you have a group of interested colleagues, RIM will lead a class on any of our regular topics, or tailor training to a specific records management-related issue that you are facing.

Email Management

This course will review the laws and policy that designate email as a public record, when and how to delete email, managing and organizing your Inbox, and UVA-specific tools to automate retention of email.

Time: 1 hour

Audience: Recommended for those who have previously completed Records & Information Management Basics.

Microsoft 365: Automating Retention

Learn how to automate management of University records by applying retention labels in Outlook, OneDrive, SharePoint, and Teams. We'll briefly review the functionality of each application then move into a live demonstration.

Time: 45 minutes

Audience: Recommended for those who have previously completed Records & Information Management Basics.

Shared Drive Clean-Up

Learn the road map for organizing and cleaning up a shared drive, so that information is truly shared. In addition to reviewing UVA-approved storage options, we’ll discuss best practices for file naming and folder structures.

Time: 1 hour

Audience: Recommended for those who have previously completed Records & Information Management Basics.

Paperless Office: Scanning Guidelines

Learn about your responsibilities when reformatting paper records to electronic images, including managing them in compliance with federal, state, and UVA rules and regulations. We will discuss when you should and should not scan, as well as how to identify the best storage location for scanned images.

Time: 1 hour

Audience: Recommended for those who have previously completed Records & Information Management Basics.