Records Management Training

Records and Information Management Services training is available in UTLearn. Classes are taught virtually via videoconference or in-person; each class session in UTLearn will identify the location or technology.

IG101: Records and Information Management for Departmental Record Management Contacts (DRMCs)

About the Class

• This 1.5-hour class provides an overview of records and information management at the university for department records managers.
• Attendees will be introduced to university records management requirements, practices, and procedures, including identifying, managing, imaging, retaining, and disposing of university records.
• The class includes an introduction to the tools and resources used in managing university records, including the: University of Texas at Austin Records Retention Schedule (UTRRS) Records Inventory, Records Management Plan, and Request to Dispose of Records.

Who Should Take the Class

• This course is required for Department Records Managers and Departmental Records Management Contacts (DRMCs).
  • Each university department, center, or unit is required to designate at least one DRMC in the Organizational Hierarchy System (OHS) through the designation request form
  • Each contact is required to take IG101 at least once upon being designated a DRMC
  • NOTE: Previous attendance in both RIMS101 and RIMS102 meets this requirement
• Staff who wish to have a deeper understanding of records management procedures and tools may attend this class instead of IG103.

Visit IG101: Records and Information Management for Department Record Managers to view the class schedule and to register in UTLearn.

IG103: Records and Information Management: What Everyone Needs to Know about University Records

About the Class

• This one-hour class provides an overview of records and information management at UT Austin and is intended to help all university community members understand their responsibilities for managing state records.
• Attendees will be introduced to university records management requirements, practices, and procedures.

Who Should Take the Class

• Anyone interested in records management policies or procedures
• Staff who play a significant role in managing or creating records, such as HR or financial services
• Business owners and administrators responsible for business processes
• IT data managers or stewards and IT system or service owners

Visit IG103: Records and Information Management: What Everyone Needs to Know about University Records to view the class schedule and to register in UTLearn.

IG110: Learning the Records Lifecycle: A Hands-On Workshop on Classifying and Destroying University Records

About the Class

• This 3-hour, in-person class focuses on three key pieces of the records lifecycle: determining if something is a record, classifying records using the UT Records Retention Schedule (UTRRS), and determining when a record is eligible for disposition.
• Each piece of the lesson is paired with hands-on activities and classroom discussions to help participants immediately apply what they are learning.

Who Should Take the Class

• Anyone interested in records management policies or procedures
• Anyone who would like more practice identifying records and where they fit on the schedule

Visit IG110: Learning the Records Lifecycle: A Hands-On Workshop on Classifying and Destroying University Records to view the class schedule and to register in UTLearn.

IG112: DRMC Fundamentals: The Records Inventory

About the Class

• This 4-hour, in-person class helps you get started on creating a departmental records inventory by conducting information-gathering interviews and navigating the Records Inventory Workbook template.
• Attendees will learn the value of having a records inventory.
• The class emphasizes how to connect the UT Records Retention Schedule to records within University departments.

Who Should Take the Class

• Departmental Records Management Contacts (DRMCs)
• Anyone who takes an active role in managing departmental records
• Anyone interested in records management processes and procedures

Visit IG112: DRMC Fundamentals: The Records Inventory to view the class schedule and to register in UTLearn.

Need Something Different?

RIMS is available to provide training for groups who want something directed to their organization, department, or audience. Please reach out to RIMS to discuss setting up customized training for your area.