This guidance note is not intended to replace or reinterpret
the University's
Acceptable Use
Policy (AUP) which deals with
security, appropriate use, and compliance issues for email, etc.
This is intended to be a user guide to best practice within the
scope defined by the AUP. It has been written because the growth in
the volume and use of email and attachments has potential
disadvantages in creating unmanageable workloads, diverting
resources, reducing effective interpersonal communication, and
reducing job satisfaction.
The best and most
effective communication is direct as this provides social context
and immediate feedback so wherever possible use face to face
communication or pick up the phone! The first section deals with
common email etiquette, and this is followed by advice and tips on
usage, security, and so forth.
2. Email Etiquette
Always put a meaningful heading in the subject so that the
recipient can prioritise reading.
Restrict the content to a single subject as reflected in the
heading: ie, one subject per email.
Stick to plain text and use a standard arial font in a dark
colour with a white coloured backgrounds
as other combinations can be difficult to read,
especially for people with special needs. You should also avoid the
use of animated graphics.
Please do not type in upper case as this is perceived as
the equivalent of SHOUTING!
Always add your name and title and the University's standard
disclaimer* (below) as a signature at the end of every
email.
*This e-mail and its attachments are intended for the above
named only and may be confidential. If they have
come to you in error you must not copy or show them to anyone, nor
should you take any action based on them, other than to notify the error by replying
to the sender.
Be very careful with the use of sarcasm and humour. Without
the benefit of a social context and feedback your joke may be
viewed as criticism and cause offence.
Keep messages short and to the point but be aware that very
cryptic or abrupt messages may be regarded as rude because of the
lack of context.
Never "flame" someone by email - and in particular avoid
humiliating them by needlessly copying others in on criticisms and
complaints about them. If you have a problem
with something someone has done or failed to do, or you disagree
with their views, arrange to speak to them directly (either in
person or over the phone) and in private. Email exchanges are
insecure and should be confined to constructive comment, so treat
others as you would wish to be treated. Criticism by email,
particularly if third parties are copied in on the exchange, is
cowardly and usually adds fuel to the fire rather than solving a
problem, and could result in a claim of bullying or harassment
against you. Avoid sending emails when you are angry or distressed
if at all possible.
Do not expect recipients to read and deal with your messages
immediately. Many of us now receive hundreds of e-mails a day and
they have to be prioritised and dealt with during free time between
other commitments.
3. Frequency of
use
A concerted effort should be made to reduce unnecessary email
usage and to use direct or telephone conversation wherever
practicable. If email is the most appropriate method of
communication the messages should be accurate, courteous and
above all, necessary. Although the technology
facilitates widespread copying and the use of distribution lists,
messages should only be sent on a 'need to know' basis -
particularly when they contain attachments. If you must use email
avoid use of the 'Urgent' button as much as possible (if it's that
urgent pick up the phone!). Try to avoid the use of email to a
colleague who works in the same office! It's better to
accumulate a list of things you want to talk to them about and then
go and talk to them once instead of interrupting them several
times! Reduce the frequency of your checks for new email messages -
preferably to just twice a day. If you do need to check more
frequently than that try and keep the checks at least 30 minutes
apart. This way you reduce distractions in your working day and
reduce the load on the system. It is however advisable to
ensure you do check your messages a minimum of twice a day.
4. Security
Do not leave a machine which is logged into your email account
unattended, unless it is disabled by a password protected screen
saver (and do not leave your password written on a piece of paper
adjacent to your machine). Others may use your
password to gain access to your email and may impersonate you
in sending email. You should never disclose the password you use to
gain access to your account to others as they may use your account
to impersonate you and send emails in your name. In either case you
will be the one held responsible, unless you can prove that you
were not (which may be difficult).
If you receive email which appears to come from a
particular individual and yet is out of character with their normal
style treat it as the result of possible impersonation until you
have had the chance to confirm it as genuine.
Take great care when addressing email messages, to avoid
mis-delivery. This is particularly true when sending to email
addresses which consist primarily of numbers. You are most at risk
when sending email to people with whom you have never communicated
before, or infrequent correspondents for whom you do not have an
alias set up. When sending important information it is often
helpful to have the intended recipient send you an email first
and then use the email 'Reply' facility. You are well advised not
to send via email material which you would not be happy sending in
an unsealed envelope, unless you have made explicit arrangements to
exchange the material via a secure email channel with the
recipient. As a rule of thumb, only send information by email that
you would be prepared to send on university headed notepaper.
Ensure that email sent to you 'for your eyes only' is not sent
to unattended shared printers and that printed copies of emails are
not left lying around.
Never assume that only the person you are sending to will see
your message; they may have authorized others to see their accounts
or they may be sitting in an open plan area. They can
also easily (in error or deliberately) forward it to someone else
who may not respect your confidence. Once you press 'send' you have
lost control and your message could be on the internet within
minutes, and in the papers tomorrow!
Email is not secure. System managers and support staff may see
messages and there is always the possibility of illicit access.
Likewise any email which you intend to rely upon (eg, if it forms
part of a commercial negotiation or contract for goods, services or
employment) should be printed off and carefully stored in a folder
where it is unlikely to be deleted accidentally. You should observe
the same standards of confidentiality for electronically held or
generated information as you do for hard copies.
5. Attachments
Attachments have become over-used so please only use when they
are the most efficient method of sending a document: eg, to a
number of people attending a meeting - though this should
not be used as an excuse for sending papers out at the last
minute. In particular you should consider the impact of sending
large documents of over ten pages as attachments to busy users.
Consider that if people are busy they will not open them, and in
some cases may not be able to. For routine correspondence it is
better to copy and paste a file into the body of your email as this
saves space and time and reduces the risk of transmitting viruses,
or of a sensitive document falling into the wrong hands. Be very
careful when sending documents as attachments because Word and
Excel files may contain information relating to earlier corrections
to a document or to material which previously occupied the disk
space currently occupied by your file. Whilst this hidden material
is generally not seen by the recipient under some circumstances it
might be. Word files sent in RTF format (Save As RTF from the files
dialog) greatly lessen this danger and in most cases are smaller in
size. In addition they have the advantage of being readable by ALL
versions of Word and many other packages.
Before clicking on a document attached to an incoming email
check to ensure it is a genuine document file (.doc,
docx, .xls, etc.) and not an executable file (.com, .exe, etc)
which may carry viruses, etc. You should also ensure that you use
the facilities within Word to check for files with attached macros
and choose to disable any macros found should that occur. If you
are working from home install a reliable virus protection program
and ensure that it is kept up-to-date.
6. Types of Mail
Delete all junk mail, chain mail, and any dubious unsolicited
mail unopened and never open any attachments if you are suspicious
about the source or contents of an email. Never
forward on chain letters promising good luck etc. If you send or
receive purely personal messages at work clearly identify them with
the word "personal" in the subject line. If you receive jokes or
images from friends consider carefully whether the content could
cause offence or breach policies on diversity and dignity at work
before forwarding them. If in doubt, delete straight away.
Never be tempted to use the university's email
system or distribution lists to circulate unsolicited political
material to staff, students or mailing lists. Bear in mind that use
of the University's email facilities is subject to the rules laid
down in the ECP and misuse may result in disciplinary action.
Remember that an email message is legally equivalent to a
letter. It can be defamatory and can form the basis of a
contractual or legal claim. Although there is greater tolerance of
grammatical and spelling errors in email, as regards content you
must take as much care in composing them as you would a hard copy
letter. (This is particularly true of 'informal' requests for
references). Email exchanges are subject to disclosure in the event
of formal proceedings, and claims against the University may result
from inadvertent or negligent disclosure of medical records,
confidential employment records or commercially sensitive
information (or material pertaining to it). Considerable problems,
embarrassment and expense might be caused by the inadvertent
disclosure of examination questions, external examiners' reports or
examination marks. Sending any of these things via normal email
exposes both you and the University to risk.
7. Management of email
Because of the immediacy of email we can give it undue
prominence over other work and correspondence, and need to work
hard to avoid this. Create a routine for dealing with email: eg,
twice a day, and don't be tempted to use managing your email as a
displacement activity for more urgent tasks.
Clear or delete your emails regularly to save on disk space.
Set up folders for dealing with your main task areas or most
frequent correspondents so that you can put less urgent emails in
folders for attention later. This will help keep your inbox clear
and avoid massive backlogs which result in important messages
becoming lost or overlooked.
Keep subscriptions to discussion groups or mailing lists to an
absolute minimum. Contact individual list members directly rather
than replying to the whole list.
If you are going on leave or sabbatical make sure you put a
'bounce-back' message on your email account stating who should be
contacted in your absence, along with their contact details. This
can be done via 'Options' in Webmail. The University version of
Webmail now allows for a start and end time for 'bounce-back'
messages to be stated so that they automatically stop at the time
selected.