Records management Top Tips
TOP TIPS Helping you protect the information that matters
Create
Organise
Dispose
- Understand why you are creating a record
- Name records in a recognisable and consistent way
- Include the review or disposal date in a record folder name or mark it on the physical copy
- Records that need to be seen by others for business reasons should be moved to a shared University Information system
- Ensure only those who are allowed to see the record have access to it
- Ensure records are protected from unauthorised change and stored in the right format, system or physical environment
- Check the University Records Retention Schedule to see how long you need to keep the record
- Contact the University Archives (Modern Records Centre) if you think the record has historical value
- Review records regularly and dispose of any that are no longer required – annual reviews are recommended
- Check the University’s IG03 Information and Records Management Policy if you need to dispose of confidential or sensitive records
Security & Information Management is Everyone's Responsibility
For additional guidance please refer to our: Information and Records Management page
Printable PDF brochure Records management golden rules
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