Embracing Technology for Success: Navigating Records Management Challenges in Education

Embracing Technology for Success: Navigating Records Management Challenges in Education

Melanie Boop, Content Marketing Specialist

The educational landscape is evolving rapidly. New generations of students expect a learning experience that resembles their digital, on-demand world. Nearly one-third of undergraduate classes are hybrid or online, and “snow days” are being replaced with “online learning days” for elementary, middle, and high schools.

To stay competitive, academic institutions must embrace and master a complex web of technologies, including Student Information Systems (SISs), Learning Management Systems (LMSs), and other tools designed to meet the growing demand for hybrid learning environments. This surge in educational technology highlights the need for academic institutions to advance their record management systems to align with the demands of the digital era while prioritizing student privacy. However, many institutions need help with this digital transformation due to limited IT support, lack of staffing, inadequate training, and escalating costs.

Continue reading to discover strategies to enhance record management to ensure compliance, safeguard student privacy, and create a more seamless and efficient learning experience.

Records Management Challenges in the Education Sector

Managing records in the education sector is no easy task. Institutions today struggle with constantly changing privacy laws, data threats, and compliance challenges. Some of the most pressing issues include:

  • Alignment with Online Learning: The demand for online learning environments continues to increase; therefore, institutions must be highly adaptable, evolving their records management practices to meet the emerging data and record-keeping needs associated with this trend.
  • Records Retention: Institutions must implement robust retention policies to guarantee that records are kept for the required duration and adequately disposed of once they are no longer needed. This helps to ensure compliance with legal requirements and safeguards student rights. As regulations frequently change, institutions must stay updated and allocate resources to change retention schedules as required.
  • Regulatory Compliance: Institutions must adhere to various laws and regulations that dictate the retention periods for different types of records. For example, FERPA (Family Educational Rights and Privacy Act) mandates the protection of student privacy and requires secure and compliant records management practices. Navigating these regulations and ensuring adherence can be challenging, especially in an era where maintaining data privacy is increasingly complex due to digital threats.
  • System Integration: Coordinating between various systems, such as Student Information Systems (SISs) and Learning Management Systems (LMSs), is complex and costly, especially when these systems don’t always seamlessly integrate, which can affect the accuracy and accessibility of records.

Digitizing Everything Isn’t Always the Solution

While digitizing records can significantly enhance efficiency and accessibility for educational institutions, it’s essential to recognize that digitizing everything isn’t always the best approach. Here are some factors to consider:

  • Transitioning to 100% digital-first processes can be complex and time-consuming. It requires extensive staff training, ongoing maintenance, and significant change management efforts. Essentially, it won’t happen overnight!
  • Digital storage systems can be susceptible to hacking and cyber-attacks, especially if they have outdated software, posing a significant privacy threat to students.
  • Over-reliance on digital systems can be problematic during power outages or system failures, potentially interrupting access to critical records when they are needed promptly.
  • A backfile scanning project is often cost-prohibitive for educational institutions with extensive collections of physical records.

Combining digital solutions with traditional methods allows academic institutions to navigate these challenges effectively while still leveraging today’s technological advantages.

A Comprehensive Solution to Overcoming Records Management Challenges

Between hybrid faculty, online courses, and records retention mandates, institutions in the education field understand the need to digitize. Yet, expensive solutions, lack of technical know-how, and smaller projected budgets have stopped many transformation efforts in their tracks. This is where Access Unify™ can help bring your institution into the digital age.

Access Unify streamlines operations within your institution, supporting your educational mission by ensuring that files are accessible, identifiable, and readily available—while maintaining compliance. When a specific record is requested, it is made available through your Student Information System (SIS), other learning platforms, or the Unify portal. This ensures a seamless digital experience for students, faculty, and staff. Here’s a look at what Access Unify™ has to offer your institution:

  • Digital delivery of physical and digital records in an industry-leading four-hour turnaround time with Active File Service.
  • Detailed audit trail of electronic documents and paper records securely stored in one of Access’ 250+ markets.
  • Improved document identification, categorization, and management supported by machine learning AI Classification.
  • Extract essential keywords from every record and deliver relevant indexed data with AI File Indexing.
  • A flat-rate, fixed monthly fee that allows you to achieve your digitization goals while respecting your available budget.

Furthermore, Access Unify boosts staff productivity by streamlining data accessibility and searchability with metadata application and indexing. These capabilities allow your staff to move beyond managing tedious record requests and endless file searches to delivering an exceptional student experience.


Are you ready to start building the learning environment your students and staff need to thrive? Discover how Access Unify can revolutionize your physical and digital education records by offering a comprehensive suite of seamlessly integrated digital and physical information management solutions.  Contact an Access representative today to get started.

Revolutionize your education records today!