Forms and templates
Form and template resources to help University staff undertake records management tasks and requests.
Note: We have a ServiceNow request form that staff can use for matters relating to: Access/Discovery of Records, Content Manager, Records Management Policy and Standards, Records Managed SharePoint, Registration of Contracts, Retention and Disposal, Training and Engagement and Web Archiving.
Forms
| Topic | Form name | Description | Download / link |
|---|---|---|---|
| Access | NA | This form has been retired. Please refer to Accessing University records. | NA |
| Access | Content Manager Access Form | To be used when requesting access to the University's recordkeeping system, Content Manager | ServiceNow |
| Access | Content Manager Notification of Change Form | To be used to notify when staff change location or position, or no longer require access to Content Manager | DOCX |
| Disposal | Confidential Disposal Request - Facilities Form | To be used to request confidential disposal bins from Facilities Services to securely and safely destroy documents and media | ServiceNow |
Templates
| Topic | Template name | Description | Download |
|---|---|---|---|
| Creation | Content Manager File Creation | To be used when requesting the creation of multiple Content Manager files | XLSM |
| Digitisation | Digitisation Plan | To be used when preparing an authorised plan to digitise hardcopy source records and treat the digitised copy as the official record | DOCX |
| Digitisation | Digitisation Quality Assurance Checklist | To be used to ensure that the digital scanned image is sufficient to meet legal evidentiary obligations | DOCX |
| Disposal | Box List | To be used to list temporary hardcopy records that will be stored locally in work units | DOCX |
| Disposal | Records Destruction List | To be used when compiling lists of records for authorised destruction | DOCX |
| Disposal | Records Checklist for Staff Leaving or Relocating | To be used to determine how to prepare records, before staff depart from the work area or University | DOCX |
| Disposal | Records Handover for Staff Leaving or Relocating | To be used to record and handover critical documents and records, before staff depart from the work unit or University | DOCX |
| Disposal | Records Transfer Listing | To be used when transferring temporary records to secondary storage or permanent records to the custody of Records & Information | XLS 49KB |