{"id":31572,"date":"2022-03-14T09:49:52","date_gmt":"2022-03-14T14:49:52","guid":{"rendered":"https:\/\/uwm.edu\/libraries\/?page_id=31572"},"modified":"2026-04-07T13:13:10","modified_gmt":"2026-04-07T18:13:10","slug":"records-management","status":"publish","type":"page","link":"https:\/\/uwm.edu\/libraries\/archives\/records-management\/","title":{"rendered":"Records Management"},"content":{"rendered":"\n<div class=\"uwm-l-row uwm-l-row--3\">\n<div class=\"uwm-l-col\">\n<p>Records management is the systematic and administrative control of records throughout their life cycle to ensure efficiency and economy in their creation, use, handling, control, maintenance, and disposition. Applying records management in your office can lead to more efficient file searches, provides you with legal protection for document discovery or litigation, frees up space otherwise being occupied by seldom-consulted records, and helps the university document its functions and history.&nbsp;<em>ALL university employees are responsible for management and retention of their records according to approved schedules.<\/em><\/p>\n\n\n\n<p>UWM Records Management can assist your office with active records maintenance, records surveys and inventories, creating records retention schedules, confidential destruction, archival transfer, and records retrieval of documents already in the archives. For more information, contact&nbsp;the Archives Department at <a href=\"mailto:askarch@uwm.edu\">askarch@uwm.edu<\/a>.<\/p>\n\n\n\n<hr class=\"has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-quick-links\">Quick Links<\/h2>\n\n\n\n<figure class=\"uwm-c-table uwm-c-table--stripe\"><table><tbody><tr><td><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/records-schedules\/uw-system-record-schedules\/\">Records Schedules Search<\/a><\/td><td><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/archives-transfers\/\">Archives Transfers<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/guidelines-laws-and-policies\/electronic-records\/\">Electronic Records Management<\/a><\/td><td><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/guidelines-laws-and-policies\/confidential-shredding\/\">Confidential Shredding<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/guidelines-laws-and-policies\/e-mail-management\/\">E-mail Management<\/a><\/td><td><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/records-management-forms\/\">Records Management Forms<\/a><\/td><\/tr><tr><td><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/guidelines-laws-and-policies\/\">Guidelines, Laws, and Policies<\/a><\/td><td><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/records-management-education\/\">Presentations and Handouts<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=\"has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-new-and-updated-retention-schedules-2025-2026\">New and Updated Retention Schedules (2025-2026)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1YdoCeIcsFggVsEmhB8o9MV-bcJ-OKyolQnRqE2R5OHE\/edit?usp=sharing\">University Meetings<\/a> (amended March 2026)<\/li>\n\n\n\n<li>Continuity of Operation Plan Activations &#8212; Minor\/Routine (new March 2026)<\/li>\n\n\n\n<li>Continuity of Operation Plan Activations &#8212; Historically Significant (new March 2026)<\/li>\n\n\n\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1YdoCeIcsFggVsEmhB8o9MV-bcJ-OKyolQnRqE2R5OHE\/edit?usp=sharing\">Voting Records<\/a> (amended March 2026)<\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/libraries\/wp-content\/uploads\/sites\/572\/2025\/12\/Universities-of-Wisconsin-Human-Resources-Records-Retention-Schedules.xlsx\">Student Job Applications<\/a> (new November 2025)<\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/libraries\/wp-content\/uploads\/sites\/572\/2025\/12\/Universities-of-Wisconsin-Human-Resources-Records-Retention-Schedules.xlsx\">Student Employee Personnel Files<\/a> (new November 2025)<\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/libraries\/wp-content\/uploads\/sites\/572\/2025\/12\/Universities-of-Wisconsin-Administrative-Records-Schedules.xlsx\">University Academic Planning Records<\/a> (new November 2025)<\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/libraries\/wp-content\/uploads\/sites\/572\/2025\/12\/Universities-of-Wisconsin-Honorary-Degrees-Records-Retention-Schedules.xlsx\">Honorary Degrees records<\/a> (new November 2025)<\/li>\n\n\n\n<li><a href=\"https:\/\/uwm.edu\/libraries\/wp-content\/uploads\/sites\/572\/2025\/12\/Universities-of-Wisconsin-Financial-Aid-Records-Retention-Schedules.xlsx\">Financial Aid records<\/a> (amended November 2025)<\/li>\n\n\n\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1ojiVNLh0E80x2XTSa_GKTTbaUWyLa3EQqWXpLO5hhZM\/edit?usp=sharing\">Information Technology records<\/a> (renewed June 2025)<\/li>\n\n\n\n<li><a href=\"https:\/\/publicrecordsboard.wi.gov\/Documents\/Fleet%20GRS.pdf\">Fleet Management records<\/a> (amended March 2025)<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"uwm-l-col uwm-l-col--4 uwm-l-offset--1\"><div class=\"content_block\" id=\"custom_post_widget-32529\"><nav aria-label=\"Sidebar\" class=\"uwm-p-navigation-list uwm-p-navigation-list--gold-border \"><div class=\"uwm-p-navigation-list--title\"><a href=\"https:\/\/uwm.edu\/libraries\/archives\/\">Archives Department<\/a><\/div><ul><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/about-the-archives\/\">About the Archives<\/a><\/li><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/events-and-exhibitions\/\">Events and Exhibitions<\/a><\/li><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/research\/\">Research<\/a><\/li><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/services\/\">Services<\/a><\/li><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/instruction\/\">Instruction<\/a><\/li><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/genealogy-2\/\">Genealogy<\/a><\/li><li><a class=\"current\" href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/\"><span aria-current=\"page\">Records Management<\/span><\/a><ul><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/records-schedules\/\">Records Schedules<\/a><\/li><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/records-management-forms\/\">Records Management Forms<\/a><\/li><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/records-management-education\/\">Records Management Education<\/a><\/li><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/guidelines-laws-and-policies\/\">Guidelines, Laws, and Policies<\/a><\/li><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/archives-transfers\/\">Archives Transfers<\/a><\/li><\/ul><\/li><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/giving\/\">Giving<\/a><\/li><li><a href=\"https:\/\/uwm.edu\/libraries\/archives\/ask-an-archivist\/\">Ask an Archivist<\/a><\/li><\/ul><\/nav><\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1457,"featured_media":34223,"parent":31537,"menu_order":173,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","uwm_wg_additional_authors":[23500]},"class_list":["post-31572","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>UWM Libraries<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/uwm.edu\/libraries\/archives\/records-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Records 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