Records Management Planning

Phase 3 of the Institutional Records Management Program, a.k.a Records Management Planning was launched in August 2011 and will end with the 2012 recertification cycle for all UNT System component records retention schedules.  

                                    

Major Activity Dates for Phase 3: Records Management Planning

  • August 2011 - Launch Phase 3; Release RM Plan (software tool)
  • September 2011 - Initiate RM Project for UNT Dallas
  • September/October 2011 - Coordinate individual department timelines and begin implementation for all units (academic & administrative)
  • November/December 2011 - Conduct closeout meetings for administrative units (IRMP begins reviewing administrative unit RM Plans); RM Planning process for UNT Dallas will complete
  • January 2012 - Conduct closeout meetings for academic units (IRMP begins reviewing academic unit RM Plans)
  • March 1, 2012 - Records Management Planning process (for UNT System and UNT) will complete
  • April 2012 - All UNT System Records Retention Schedules (UNT System, UNT, UNT Dallas and UNT HSC) will be recertified by the Records Management Officer and transmitted to the State of Texas for final approval. 
  • September 1, 2012 - Tentative approval date for all recertified Records Retention Schedules (UNT System, UNT, UNT Dallas and UNT HSC)

Enterprise Records Management Planning Tool:

The Enterprise Records Management Planning Tool is a web-based software that allows the UNT System and its component institutions to develop Records Management Plans for each department or unit.  The software is designed to allow any individual within a department to view and/or edit the department's Records Management Plan.  This is accomplished through a data connection to PeopleSoft (EIS) that manages security by automatically connecting each user to the appropriate Records Management Plan upon logging into the Enterprise RM Planning tool. 

The tool can be accessed here: https://untranet.unt.edu/compliance/irmp/rmplan/default.aspx

Training on Phase 3: Records Management Planning

Training will be provided by Institutional Records Management staff on the overall Records Management Planning process as well as a hands-on demonstration of the Enterprise Records Management Planning Tool (software that unit/department RMRs will use to build the RM Plans).  This training will be a brief, 1 hour course held in the ESSC Computer Lab (ESSC Rm. 152).  Each department should send an RMR (Records Management Representative) to one of these training sessions.

CLICK HERE TO REGISTER FOR TRAINING

(registration tip: Search by Course Name/Description and enter "records management plan" in the search box.)

Session Dates/Times:

All sessions are posted and managed through MyUNT. Please search for the course code/number "RMPLAN" in MyUNT.  Please contact our office if you would like to schedule a training time that is not included above (for your group of RMRs).

All information about Phase 3 will be communicated to Records Management Representatives via the RECORDS-L (listserv).  Please contact us at records@unt.edu with any questions about this process.