Previous Forums on
Electronic Records Management

B134 Memorial Library
728 State Street
Madison, WI 53706-1494
Phone: (608) 262-5629
FAX: (608) 265-2754
Email: Records Management 

© 1996-2007 by the Regents of the University of Wisconsin.

Last updated:
April 18, 2006

Originally published:
April 5, 2006

We have listed below previous forums held at UW-Madison on Electronic Records Management (ERM). The resources below were originally handouts to forum participants. The ERM Forums were held in 2003.

Electronic Record Management (ERM) Forums

Personnel Records Management | Email Management | ERM Forum

ERM Forum on
Personnel Records Management

December 8, 2003

• Invitation (Word)
• Tech Partners Invitation (Word)
• Forum Agenda (Word)
• Resources (Word)
• Managing of Faculty and Academic Staff Personnel Records, Nan Kunde (PowerPoint)
  • Faculty and Academic Staff Personnel Records Retention Policy Summary (Word)
  • Functionally Based Classification Scheme -- Faculty and Academic Staff Records (Word)
• Legal Implications, John Dowling, Legal Services
  • Memo regarding: Amendment to Wisconsin Public Records Law (Word)
  • Guidelines for Responding to Public Records Requests (PDF)
• Audits, Jerry Lange, Internal Audit (Word)
• Evaluation Form (Word)
• Follow-up Form (Word)
  

return to top

ERM Forum on
Email Management

July 23, 2003

• Invitation (Word)
• Forum Agenda (Word)
• Managing Email as a Record, Nan Kunde (PowerPoint)
  • HTML Version
• Definitions Handout (Word)
• Policy Considerations Handout (Word)
• Strategy Handout (Word)
• Implementation Options Handout (Word)
• Email Self Assessment (Word)
• Email Classification Schemes (Word)
• Email Management at the State Lab of Hygiene, David Miran (Word)
• Guidelines for Email Management at the WSLH (Word)
• Resource List Handout (Word)
• Email and Audits - Key Points to Consider, Jerry Lange (Word)
• Follow Up Form (Word)

return to top

ERM Forum at UW-Madison

April 9, 2003

• General Invitation (Word)
• Tech Partners Invitation (Word)
• Forum Agenda (Word)
• Combined Slides (PowerPoint)
  • HTML Version
• Small Group Handout (Word)
• Resources Handout (Word)
• Follow Up Form (Word)