Training Schedule
URMA Hands-On (classroom training)
This class will provide a hands-on demonstration of URMA and give participants a chance to practice tasks including record creation and updating, searching, creating a “pick-list” for transfer of records to a storage vendor, label creation, and the disposition (RM3 form) process. (Open to those who have previously attended a Records Management training. Prior to class, attendees must obtain supervisor authorization to use the URMA system.) This class will be held at 2400 Old Ivy Road, Room 136. Register via Workday..
Email Management (webinar)
Too much email in your inbox? Not sure what to keep and what to trash? Want to learn some tips and tricks to better manage the flood of email? This live webinar includes email as a University record, email deletion, appropriate content for email distribution, handling attachments, and avoiding email clutter. Join Records Management for an hour that may help you avoid email clutter. Register via Workday.
Records Management for All (webinar)
Want to know what records to keep and when to destroy? The Records Management Office can help with this general training session about the management of University records. Learn or review the basics of the Virginia Public Records Act and the policies on records management at the University of Virginia. This live webinar will review specific retentions for the records you manage, as well as procedures for print reduction and use of electronic records, and how to manage your storage space. Register via Workday.
Shared Drive Clean-up (webinar)
Do you keep information on a shared drive? Does your shared drive have really old information stored or files you never use? Does everyone have their own folder on the shared drive and no one looks in anyone elses folder? This class may help. Learn the road map for organizing and cleaning up a shared drive, so that information is truely shared. Also learn about other resources, such as UVA Box, Teams and OneDrive for storing your files and their sharing options. Register via Workday..
Records Management for Research (webinar)
Do you work with sponsored programs? Do you manage clinical research? Not sure what records to keep and when to destroy? This focused training session covers research-related records. Learn or review the basics of the Virginia Public Records Act and the policies on records management at UVA. This session includes review of specific retentions for research records (including data sets, data collection instruments, proposals and financial records); as well as procedures for print reduction and use of electronic records, and how to manage your storage space. Also see a demo of the URMA (University Records Management Application) system, used to track your records for retention and location. (Recommended for all research administrators, lab managers and research financial admins. This class is particularly useful for those working with clinical trial research, sponsored research, and University-funded research of a scientific/medical nature.) Register via Workday.
Paperless Office: Scanning Guidelines
Would you like to work in a paperless office? Come to this class to learn about your responsibilities in reformatting paper records to electronic images and managing them in compliance with federal, state and UVA rules and regulations. Learn about storage for scanned/electronic storage, including Perceptive Content (formerly Image Now), Teams, SharePoint, One Drive, UVA Box, etc. Included is a review of the state requirements for electronic information, UVA policies, scanning of paper records and the challenges of long-term storage of electronic information. Register via Workday.
Records Management for All (webinar)
Want to know what records to keep and when to destroy? The Records Management Office can help with this general training session about the management of University records. Learn or review the basics of the Virginia Public Records Act and the policies on records management at the University of Virginia. This live webinar will review specific retentions for the records you manage, as well as procedures for print reduction and use of electronic records, and how to manage your storage space. Register via Workday.
Email Management (webinar)
Too much email in your inbox? Not sure what to keep and what to trash? Want to learn some tips and tricks to better manage the flood of email? This live webinar includes email as a University record, email deletion, appropriate content for email distribution, handling attachments, and avoiding email clutter. Join Records Management for an hour that may help you avoid email clutter. Register via Workday.
URMA Hands-On (classroom training)
This class will provide a hands-on demonstration of URMA and give participants a chance to practice tasks including record creation and updating, searching, creating a “pick-list” for transfer of records to a storage vendor, label creation, and the disposition (RM3 form) process. (Open to those who have previously attended a Records Management training. Prior to class, attendees must obtain supervisor authorization to use the URMA system.) This class will be held at 2400 Old Ivy Road, Room 136. Register via Workday..