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Choosing a Record-Keeping System

Choosing a record-keeping system for departmental records should involve a review of the record-keeping requirements, including, access, use, storage, retention, disposition, management, of the records throughout their lifecycle.

There are many record-keeping systems and applications available at SFU. For a complete list of all systems and applications see the ITS Service Catalogue. The systems and applications listed beflow have been approved for the following uses cases.  

Use Case System / Application
Quick, informal, or short-term communications with one person or a small group. Chat (Teams)
Information communication related to a specific meeting.  Meeting Chat (Teams)
Ongoing, team-based collaboration where information and documents need to be shared and accessible.  Conversations (Teams)
Official and/or formal communication. SFU Mail
Storage and management of faculty personnel files throughout their entire lifecycle.   eTRACS
Storage of records tied to an individual account.  OneDrive
Managing student advising records. Salesforce
Creation, maintenance and use of university records.  Teams/SharePoint