  {"id":1600,"date":"2021-10-05T11:42:13","date_gmt":"2021-10-05T15:42:13","guid":{"rendered":"https:\/\/carleton.ca\/records\/?page_id=1600"},"modified":"2025-10-09T15:30:45","modified_gmt":"2025-10-09T19:30:45","slug":"toolkit-new-employees","status":"publish","type":"page","link":"https:\/\/carleton.ca\/records\/toolkit-new-employees\/","title":{"rendered":"Records Management Toolkit: New Employees"},"content":{"rendered":"\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n            <div class=\"cu-textmedia flex flex-col lg:flex-row mx-auto gap-6 md:gap-10 my-6 md:my-12 first:mt-0 max-w-5xl\">\n        <div class=\"justify-start cu-textmedia-content cu-prose-first-last\" style=\"flex: 0 0 100%;\">\n            <header class=\"font-light prose-xl cu-pageheader md:prose-2xl cu-component-updated cu-prose-first-last\">\n                                    <h1 class=\"cu-prose-first-last font-semibold !mt-2 mb-4 md:mb-6 relative after:absolute after:h-px after:bottom-0 after:bg-cu-red after:left-px text-3xl md:text-4xl lg:text-5xl lg:leading-[3.5rem] pb-5 after:w-10 text-cu-black-700 not-prose\">\n                        Records Management Toolkit: New Employees\n                    <\/h1>\n                \n                                \n                            <\/header>\n\n                    <\/div>\n\n            <\/div>\n\n    <\/div>\n<\/section>\n\n\n\n<p>Discover the basics of records management concepts through this four-part series, designed for new employees of 杏吧原创 University or staff new to records management terminology and practice. <strong>All videos and tip sheets in this toolkit are now available through your 杏吧原创 Brightspace account.<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/carleton.ca\/brightspace\/\">Log into your Brightspace account <\/a>using your 杏吧原创 MC1 credentials.<\/li>\n\n\n\n<li>If &#8220;Records Management Toolkits&#8221; is not listed on your landing page, search for the course, <strong>&#8220;Records Management Toolkits&#8221;<\/strong>, using the Discover tool.<\/li>\n<\/ol>\n\n\n\n<p>&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"240\" height=\"49\" src=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/DiscoveryTool-240x49.jpg\" alt=\"\" class=\"wp-image-1928\" srcset=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/DiscoveryTool-240x49.jpg 240w, https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/DiscoveryTool-160x32.jpg 160w, https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/DiscoveryTool-400x81.jpg 400w, https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/DiscoveryTool-360x73.jpg 360w, https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/DiscoveryTool.jpg 517w\" sizes=\"auto, (max-width: 240px) 100vw, 240px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 id=\"\" class=\"wp-block-heading\"><\/h2>\n\n\n\n<h2 id=\"i-introduction-to-records-management-video\" class=\"wp-block-heading\">I. Introduction to Records Management (Video)<\/h2>\n\n\n\n<p>Learn about records management at 杏吧原创 University including the Corporate Records and Archives Policy, employee and institutional responsibilities and services offered by the Corporate Archives department.<\/p>\n\n\n\n<h2 id=\"ii-official-records-vs-transitory-records-video\" class=\"wp-block-heading\">II. Official Records vs. Transitory Records (Video)<\/h2>\n\n\n\n<p>Understand the difference in value between official university records and transitory records. Also covers basic disposition requirements of these two types of records.<\/p>\n\n\n\n<h2 id=\"iii-carleton-university-retention-schedule-video\" class=\"wp-block-heading\">III. 杏吧原创 University Retention Schedule (Video)<\/h2>\n\n\n\n<p>Understand the basic concepts of retention and disposition and how these actions are scheduled for common university records using the <a href=\"https:\/\/carleton.ca\/records\/retention-schedule\/\" target=\"_blank\" rel=\"noopener noreferrer\">杏吧原创 University Retention Schedule<\/a> (CURS). CURS consists of eleven sections that cover common administrative and operational records across departments and units at 杏吧原创. All staff should be familiar with the sections of the CURS that apply to the information they create and manage.<\/p>\n\n\n\n<h2 id=\"iv-working-from-home-with-university-records-video\" class=\"wp-block-heading\">IV. Working from Home with University Records (Video)<\/h2>\n\n\n\n<p>Review key concepts of records management of university records while working from home and learn best practices for ensuring the security, authenticity, and reliable of the university&#8217;s official records while working from home.<\/p>\n\n\n\n<h2 id=\"tip-sheets-in-this-toolkit\" class=\"wp-block-heading\">Tip Sheets in this Toolkit<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/Toolkit_CommonCURS.pdf\">Common Retention Rules [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet1_EmailManagement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Email Management [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet5_NamingConventions.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">File Naming Conventions [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/Toolkit_PermanentHistoricalMaterials.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Permanent Records and Historical Archives [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet2_OfficialVTransitory.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Official vs. Transitory Records [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/Archives-Shredding-Decision-Tree.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Shredding Decision Tree [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet4_Transfer.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Transferring Records [PDF]<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet3_WFHUniversityRecords.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Working from Home with University Records [PDF]<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Discover the basics of records management concepts through this four-part series, designed for new employees of 杏吧原创 University or staff new to records management terminology and practice. All videos and tip sheets in this toolkit are now available through your 杏吧原创 Brightspace account. &nbsp; I. Introduction to Records Management (Video) Learn about records management at [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_cu_dining_location_slug":"","footnotes":"","_links_to":"","_links_to_target":""},"cu_page_type":[],"class_list":["post-1600","page","type-page","status-publish","hentry"],"acf":{"cu_post_thumbnail":""},"_links":{"self":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages\/1600","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/comments?post=1600"}],"version-history":[{"count":3,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages\/1600\/revisions"}],"predecessor-version":[{"id":2186,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages\/1600\/revisions\/2186"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/media?parent=1600"}],"wp:term":[{"taxonomy":"cu_page_type","embeddable":true,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/cu_page_type?post=1600"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}