This document provides an overview of records management basics, including definitions of key terms, the importance of proper records management, the records lifecycle, and how the University of Wisconsin-Milwaukee Records Management program can assist offices in managing both physical and electronic records. It explains that records management ensures efficiency, compliance with legal requirements, and preservation of institutional history. The document outlines the records lifecycle of creation, use, maintenance, and final disposition or archival retention. It also addresses electronic records, records scheduling, transfers to archives, and records retrieval services.

1. Records Management Basics: Maintaining a Sunny (Records) Disposition

2. Part I: Introduction and Useful Definitions

15. A Sample RRDA

18. Part II: The Records Life Cycle

19. The Records Life Cycle

29. Part III: Electronic Records

36. Part IV: What can UWM Records Management do for you?

47. Questions?