{"id":157,"date":"2020-02-05T13:21:38","date_gmt":"2020-02-05T19:21:38","guid":{"rendered":"https:\/\/www.wisconsin.edu\/compliance\/?page_id=157"},"modified":"2026-03-25T14:39:01","modified_gmt":"2026-03-25T19:39:01","slug":"records-management","status":"publish","type":"page","link":"https:\/\/www.wisconsin.edu\/compliance\/records-management\/","title":{"rendered":"Records Management"},"content":{"rendered":"\n\t\t\t\t\t<div id=\"cfct-build-157\" class=\"cfct-build grid\">\n\t\t\t\t\t\t<div class=\"row\"><div class=\"col-md-3 cfct-block\">\n\t\t\t<div class=\"cfct-module cfct-module-image\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"333\" src=\"https:\/\/www.wisconsin.edu\/compliance\/wp-content\/uploads\/sites\/273\/2019\/08\/Records-Boxes_photo-1470173274384-c4e8e2f9ea4c.jpg\" class=\"cfct-mod-image cfct-module-image-mod-image alignnone \" alt=\"shelves of record boxes\" srcset=\"https:\/\/www.wisconsin.edu\/compliance\/wp-content\/uploads\/sites\/273\/2019\/08\/Records-Boxes_photo-1470173274384-c4e8e2f9ea4c.jpg 500w, https:\/\/www.wisconsin.edu\/compliance\/wp-content\/uploads\/sites\/273\/2019\/08\/Records-Boxes_photo-1470173274384-c4e8e2f9ea4c-300x200.jpg 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module cfct-module-loop-subpages\">\n\t\t\t\t<div class=\"\"><h3 class=\"cfct-mod-title\" id=\"title-cfct-module-98e00debc286a6b0790522b8c3738e94\"\">Topics<\/h3><div class=\"cfct-mod-content menu-cfct-module-98e00debc286a6b0790522b8c3738e94-container\">\n    <nav aria-labelledby=\"title-cfct-module-98e00debc286a6b0790522b8c3738e94\">\n        \n\t\t\t\t\t<ul class=\"cfct-module-loop-subpages menu nav\">\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/compliance\/records-management\/fundamental-activities-of-records-management\/\">Fundamental Activities of Records Management<\/a><\/li>\n\t\t\t\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/compliance\/records-management\/records-management-resources\/\">Records Management Resources<\/a><\/li>\n\t\t\t\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/compliance\/records-management\/records-management-responsibility\/\">Records Management Responsibility<\/a><\/li>\n\t\t\t\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/compliance\/records-management\/uw-system-records-officers\/\">UW System Records Officers<\/a><\/li>\n\t\t\t\n\t\t\t\t\t<\/ul><!-- \/cfct-module-loop-subpages menu nav -->    <\/nav>\n<\/div>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-callout\">\n\t\t\t\t<div class=\"cfct-mod-content callout standard grey-bg\">\n    <h3 class=\"cfct-mod-title\"><a href=\"https:\/\/www.wisconsin.edu\/compliance\/records-management\/records-management-responsibility\/records-management-remote-work-guidance\/\">Remote Work Guidance<\/a><\/h3><p>How to manage records when working remotely<\/p>\n<\/div>\n\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-callout\">\n\t\t\t\t<div class=\"cfct-mod-content callout standard grey-bg\">\n    <h3 class=\"cfct-mod-title\"><a href=\"https:\/\/360.articulate.com\/review\/content\/e8eb3b97-f08a-4c96-8b09-7a72fc45c1ba\/review\">Public Records Training<\/a><\/h3><\/div>\n\n\t\t\t<\/div><\/div><div class=\"col-md-6 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><p>Records are a basic tool of transacting business on behalf of all UW System institutions. They are the foundation for accountability. Records management is the process of actively and appropriately managing a record throughout its\u2019 lifecycle. From creation, to filing and storing, to proper disposition.<\/p>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module cfct-module-image\">\n\t\t\t\t<div style=\"width: 778px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.wisconsin.edu\/compliance\/wp-content\/uploads\/sites\/273\/2026\/03\/Lifecycle-of-Public-RecordV3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"593\" src=\"https:\/\/www.wisconsin.edu\/compliance\/wp-content\/uploads\/sites\/273\/2026\/03\/Lifecycle-of-Public-RecordV3-768x593.png\" class=\"cfct-mod-image cfct-module-image-mod-image alignnone \" alt=\"Visualization of the public records lifecycle.\" srcset=\"https:\/\/www.wisconsin.edu\/compliance\/wp-content\/uploads\/sites\/273\/2026\/03\/Lifecycle-of-Public-RecordV3-768x593.png 768w, https:\/\/www.wisconsin.edu\/compliance\/wp-content\/uploads\/sites\/273\/2026\/03\/Lifecycle-of-Public-RecordV3-300x232.png 300w, https:\/\/www.wisconsin.edu\/compliance\/wp-content\/uploads\/sites\/273\/2026\/03\/Lifecycle-of-Public-RecordV3-1024x791.png 1024w, https:\/\/www.wisconsin.edu\/compliance\/wp-content\/uploads\/sites\/273\/2026\/03\/Lifecycle-of-Public-RecordV3-1536x1187.png 1536w, https:\/\/www.wisconsin.edu\/compliance\/wp-content\/uploads\/sites\/273\/2026\/03\/Lifecycle-of-Public-RecordV3-2048x1583.png 2048w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/a><p class=\"wp-caption-text\">Visualization of the public records lifecycle.<\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><p>\u201cRecords\u201d are materials, regardless of physical form or characteristics made or received by any state employee while in connection with the transaction of public business.\u00a0 These records are considered active when used for decisions, evidence, and other business purposes.\u00a0 Once records have lived past their immediate use they must be stored and maintained properly, so they remain accessible for reference. The Public Records Board approves records disposition authorizations (RDAs). These RDAs tell us how long we must keep each type of record. After a record meets its\u2019 required retention period it can be disposed of. The record\u2019s RDA will tell you how to properly dispose of the record. Some records RDAs will indicate that the record can be destroyed, and other records RDAs will indicate that the record should be transferred to the institution\u2019s archives, where it will be evaluated for historical value.<\/p>\n<\/div>\n\t\t\t<\/div><\/div><div class=\"col-md-3 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-callout\">\n\t\t\t\t<div class=\"cfct-mod-content callout standard grey-bg\">\n    <h3 class=\"cfct-mod-title\"><a href=\"https:\/\/www.wisconsin.edu\/compliance\/landing-page\/general-records-schedule\/\">UW System Records Schedule<\/a><\/h3><\/div>\n\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-callout\">\n\t\t\t\t<div class=\"cfct-mod-content callout standard grey-bg\">\n    <h3 class=\"cfct-mod-title\"><a href=\"https:\/\/www.wisconsin.edu\/compliance\/records-management\/uw-system-records-officers\/\">Public Records Officers &amp; Campus Websites<\/a><\/h3><\/div>\n\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-callout\">\n\t\t\t\t<div class=\"cfct-mod-content callout standard grey-bg\">\n    <h3 class=\"cfct-mod-title\"><a href=\"https:\/\/www.wisconsin.edu\/compliance\/focus-areas\/general-schedules-and-records-management-services\/records-management-resources\/\">Records Management Resources<\/a><\/h3><\/div>\n\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-callout\">\n\t\t\t\t<div class=\"cfct-mod-content callout standard grey-bg\">\n    <h3 class=\"cfct-mod-title\"><a href=\"https:\/\/www.wisconsin.edu\/regents\/policies\/public-records-management\/\">Public Records Management Policy<\/a><\/h3><h4>Regent Policy 3-2<\/h4><\/div>\n\n\t\t\t<\/div><\/div><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":70,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-157","page","type-page","status-publish","hentry","cfct-can-haz-build"],"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/compliance\/wp-json\/wp\/v2\/pages\/157","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/compliance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/compliance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/compliance\/wp-json\/wp\/v2\/users\/70"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/compliance\/wp-json\/wp\/v2\/comments?post=157"}],"version-history":[{"count":2,"href":"https:\/\/www.wisconsin.edu\/compliance\/wp-json\/wp\/v2\/pages\/157\/revisions"}],"predecessor-version":[{"id":11216,"href":"https:\/\/www.wisconsin.edu\/compliance\/wp-json\/wp\/v2\/pages\/157\/revisions\/11216"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/compliance\/wp-json\/wp\/v2\/media?parent=157"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}