Records Management: Building Blocks for Success

Is your unit swimming in a pile of digital or paper records that you do not know what to do with? Are you using most of your time looking for or re-creating documents because your classification system needs to be revamped? Are you and your colleagues intrigued about when, how, and where you should be storing your working files (K:\ drive, OneDrive, Outlook, Teams, etc.) in order to facilitate collaboration? If you are facing these or other similar recordkeeping issues, then the UBC Okanagan Records Management Program has the solution for you.

Introducing Records Management: Building Blocks for Success; a free, in-person, 3-part professional workshop series geared specifically towards helping office administrators and all those who are interested in building order, trustworthiness, and compliance into their recordkeeping practices. These 90-minute sessions will provide attendees with counsel, resources, and hands-on practical experience on the essential principles of records management to support your work at UBC.

Key topics include, but are not limited to:

  • What is a record and what are my recordkeeping responsibilities?
  • How do I recognize and safeguard Personal Information?
  • How do I read, interpret, and apply the University Retention and Disposition Schedules correctly?
  • What record types am I responsible for? How do I know what is archival and what can be immediately deleted?
  • How do I get the most out of the K:\ drive, Teams, and OneDrive?
  • How can I manage my email more effectively?

This is an interactive workshop series and questions and/or examples from your work experience at UBCO are welcome and encouraged. Get the tailored help you need from the Okanagan Records Manager while building connections with other administrative professionals from around the campus!

  • Workshops will be delivered in small cohorts and scheduled based on participant availability.
  • All participants who complete the three sessions will receive an RM Certificate issued by the UBCO Records Management Program.

To sign up for the workshop series, please fill and submit the online registration form. If you have any questions please contact the Okanagan Records Manager, Michael Stewart, at