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 also available to University offices on request, at the time and location of your choice. For more information, contact Records Management Services at 495-5961.
Workshops are open to Harvard University employees with a few exceptions **. In addition to the dates specified on this page, University offices may sponsor special workshops to be given at the time and location of their choice.
Managing Your Records Center Account
This workshop is designed for people who currently hold Harvard Depository Records Center accounts. The aim of the workshop is to explain how you can get the most value out of your records storage account and control your costs. At the conclusion of the workshop participants will have learned about
- how RMS can help you manage your records storage account
- how to get a complete inventory of your office's holdings in the Records Center
- the process of reviewing records for destruction or transfer to the University Archives
- options for reducing your storage costs
Spring Cleaning: Clearing Up (and Out!) Your Records
This workshop is designed for anyone interested in cleaning out their office files, and will be particularly useful for offices who are planning to move. The aim of this workshop is to give you a roadmap for sucessfully cleaning out out your office with a minimum of stress. At the conclusion of the workshop participants will have learned about
- the benefits of cleaning our your records
- how long to keep different types of common office records
- options for records storage
- tools and tips available
GRS 101 -What Records to Keep or Toss?
This workshop is designed for all Harvard employees. This aim of this workshop is to introduce Harvard's General Records Schedule, a tool to help offices determine how long to keep records, and what to do with them when they are no longer needed. At the end of the workshop, participants will have learned about
- the benefits of using the General Records Schedule
- how to interpret the schedule
- how to use the GRS in your office
- assistance and services available from Records Management Services
E-Mail Management
This workshop is designed for all employees who use e-mail. The aim of this workshop is to introduce methods for gaining control of e-mail and managing it according to Harvard records policies. At the end of the workshop participants will have learned about
- 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
Out of Site: Solutions for Off-site Records Storage at Harvard
This workshop is designed for anyone interested in records storage alternatives at Harvard and staff in charge of packing boxes and sending them off-site. The aim of the workshop is to explain the ins and outs of sending material to the Records Center and the University Archives. A the end of the workshop participants will have learned about
- information about the Harvard Depository Records Center
- how to set up an account and order supplies
- how to fill out paperwork and arrange the pick up of boxes
- how to retrieve boxes from storage
Records Management at Harvard
This workshop defines records management and provides an overview of policies at Harvard that govern the management, retention, and destruction of University records. The program examines the role of records management in securing compliance, operational efficiency, cost reduction, and space retrieval.
Topics include:
- the definition of a University Record
- services and functions of RMS
- off-site storage
- Harvard's General Records Schedule
- how to apply records management principles to University records
Your Office and the Harvard University Archives: How this relationship can work for your office
Harvard's official records extend with no major gaps from the founding of the College to the present day University. What does this mean for your office?
The University Archives is the repository for records that document important programs and decisions by University offices. In this way it is a resource for the University and you. The Archives works with offices to track their decision-making and how they handled particular issues, compile histories of programs and departments, illustrate publications, and design brochures and invitations with images that the offices themselves have placed in its safekeeping.
The workshop is designed to let you know about the Archives, how it can work with your office and how you can transfer records of historical value to ensure the documentation of your office. We also discuss the security of your records, including restrictions on access, and how the Archives ensures the long-term availability of records.
The ABC's of Filing: Developing and Using Filing Systems
An organized, systematic filing scheme:
- helps offices retrieve files accurately and rapidly
- minimizes document losses
- aids group access to relevant documents
- promotes efficient use of space, equipment, and supplies
The workshop provides practical guidance on filing systems, filing rules and procedures, and equipment and supplies. A significant portion of the workshop is a discussion on issues related to electronic recordkeeping.
** 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. |
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Upcoming RMS Workshops
All sessions will be at 90 Mt. Auburn, Room 007 from 10:30 to 11:30, unless otherwise noted
Managing Your Records Center Account
Not currently scheduled
Spring Cleaning
Not currently scheduled
GRS 101
Not currently scheduled
E-Mail Management
Not currently scheduled
Out of Site
December 1, 2009
Records Management at Harvard
Not currently scheduled
Your Office and the Archives
Not currently scheduled
The ABC's of Filing
Not currently scheduled
Register
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