Skip to content Skip to main navigation
MENU

Records Management Training

The Records Management Archivist has created 4 self-guided Canvas training courses focused on developing records management fundamentals and practical application of these fundamentals in the Microsoft 365 (M365) environment.

These courses were developed as part of a collaboration between ARMD and ITS, with the help of two professional experience students from the UBC iSchool.

Course Descriptions

The course descriptions below include suggestions for the target audience, but each course is available for anyone who is interested in developing their records management and M365 knowledge. 

Records Management Fundamentals

This course provides a foundational overview of records management and explains why it is important. It covers key concepts such as the definition of a record, the differences between official and transitory records, and an introduction to Records Retention Schedules and Disposal Authorities (RRSDAs). This course was designed for all SFU employees to support good individual records management practices.

File Classification Plans

This course provides a step-by-step guide to developing a file classification plan for your department. It is designed for individuals with departmental record-keeping responsibilities, such as committee chairs, directors, office coordinators, and other staff involved in managing departmental records. 

Records Management in M365

This course introduces all SFU employees to records management best practices when using Microsoft 365 (M365) applications. It provides an overview of the different messaging tools available in M365, such as chat, meeting chats, channels, explains when each tool is est used. The course also explores the differences between OneDrive, Teams and SharePoint and explains records management best practices for each application. This course is built to be taken by all SFU staff and faculty in order to maintain good individual records management practices.

SharePoint Site Management

This course provides a deep dive into SharePoint site management. It covers foundational topics such as managing site access, structuring a SharePoint site, and maintaining a site after it has been created. This course is designed for SharePoint Site administrators and other individuals with departmental record-keeping responsibilities. 

We hope that these new courses prove to be useful in fostering a wider understanding of what records management is, why it’s important, and how best to apply these principles when using M365 tools.