Records Management Services offers training sessions on records management topics. The workshops deliver practical advice that can be implemented in your office and are appropriate for all University employees.
Workshops are open to Harvard University employees with a few exceptions **.
Trash or Treasure: Guidance on Retaining Your Office Records
Who should attend: All employees who want to effectively manage their office's administrative or program records
Objective: Have you ever wondered "How long do I need to keep my office records? Can I throw them away when I am done with them?" This workshop provides tools and advice to help you determine how long to keep your records and what to do when you no longer need to hold onto them. Whether you feel like you’re drowning in information or you're concerned that you're keeping records too long or not long enough, this workshop is for you.
What You Will Learn
- resources to help you determine how long you need to keep your office records
- what to do with records when they are no longer needed by your office
- how to use Harvard's guide for records commonly found across the University
Duration
This workshop takes 1 ½ hours.
E-Mail Management
Who Should Attend: All employees who want to effectively manage their e-mail
Objective: This workshop will introduce methods for gaining control of e-mail and managing it according to Harvard records policies.
What You Will Learn
- methods of controlling e-mail
- the application of the General Records Schedule to e-mail
- examples of types of e-mails with their appropriate retentions
Note: You should be familiar with the General Records Schedule (GRS) and how to apply it to your records before taking this class. If you are not familiar with the GRS, you may wish to register for our Trash or Treasure workshop.
Duration
This workshop takes 1 ½ hours.
Out of Sight: Off-site Records Storage at Harvard
Who Should Attend: Employees who have not yet sent records to storage as well as anyone in charge of packing and depositing boxes who would like a refresher course
Objective: This workshop will present the ins and outs of sending records to off-site storage at the Records Center. We will cover everything from how to assemble and pack a box to completing the deposit paperwork.
What You Will Learn
- how to identify records eligible for storage
- how to pack and label boxes correctly
- how to complete the paperwork and expedite your deposit
- how to recall records back to your office
Note: You should be familiar with the General Records Schedule (GRS) and how to apply it to your records before taking this class. If you are not familiar with the GRS, you may wish to register for our Trash or Treasure workshop.
Duration
This workshop takes 1 hour.
** Employees at Harvard Business School, Harvard Medical School, and the Harvard School of Dental Medicine should contact their respective records management programs for local training. |
