- Records 1 5 6 – Innovative Personal Database Training Courses
- Records 1 5 6 – Innovative Personal Database Training Certification
- Records 1 5 6 – Innovative Personal Database Training Programs
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Level One Lessons are Primarily for Custodians
Code | Title | Description | Source Files (downloadable)
| Date Updated |
---|---|---|---|---|
Terminology | ||||
L1.001 | What is the Records Lifecycle? | Learn about the phases in the records management lifecycle. |
| 8/27/2020 |
L1.002 | What are Temporary Records? | This module defines the concept of temporary records in the world of U.S. Federal records. |
| 8/27/2020 |
L1.003 | What are Permanent Records? | This module defines the concept of permanent records in the world of U.S. Federal records. |
| 8/27/2020 |
Tools | ||||
L1.004 | Records Management Policy | This brief reading provides an overview of records management policies that you should know. |
| 2/5/2020 |
L1.005 | What is a Records Inventory? | This module explains how records inventories are used in records management. |
| 8/28/2020 |
L1.006 | What is a Records Schedule? | Learn about the parts of records schedules and how schedules are used in records management. | 1. LMS/SCORM 2. Storyline Source File Letterspace — taking notes made easy 1 6 4. 3. Web Package | 8/27/2020 |
L1.007 | What is a File Plan? | This module explains the parts of a file plan. |
| 8/27/2020 |
L1.008 | What's the difference between a records inventory, a records schedule, and a file plan? | This brief reading explains the differences between these three records management tools. |
| 8/27/2020 |
L1.009 | Finding Your Records Control Schedules on NARA's Website | This tutorial shows you how to find your agency's records schedules. |
| 8/27/2020 |
Resources | ||||
L1.010 | The Records Management Team | This brief reading provides an overview of who is involved in helping manage agency records. |
| 7/29/2019 |
L1.011 | Finding Your Agency Records Officer on NARA's Website | This tutorial shows you how to find out who your Agency Records is by using NARA's website. |
| TBD |
L1.012 | Recognizing Records, Non-records, and Personal Files | Learn how to determine if information should be categorized as records, non-records, or personal files. | 1. LMS/SCORM 2. Storyline Source File 3. Web package | 8/31/2020 |
L1.013 | Records, Nonrecords, and Personal Files - Review and Practice | Practice separating records, non-records, and personal papers. |
| 8/31/2020 |
L1.014 | Who has the Records? | Practice identifying records. |
| 8/31/2020 |
Filing, Naming and Metadata | ||||
L1.015 | Separating Files | Learn how to separate information into logical categories for filing. | 9/8/2020 | |
L1.016 | Filing and e-File Naming Conventions | This module explains best practices for naming files. | 9/8/2020 | |
L1.017 | Metadata | This module explains how metadata is used in managing electronic records. | 9/10/2020 | |
L1.020 | Assigning Metadata | Learn about NARA's metadata standards for the transfer of permanent electronic records. | 9/10/2020 | |
Records Inventory | ||||
L1.021 | Level 1 Creation and Receipt - Review | Review the topics covered in the create and receive the section of the first level of the training curriculum. | 9/8/2020 | |
L1.022 | Participate in a Records Inventory | Learn what information needs to be collected during a records inventory. | 9/8/2020 | |
L1.023 | Records Inventory Practice | Practice capturing information about records. | 9/8/2020 | |
Records Clean-up | ||||
L1.024 | Conduct a Records Clean-Up | Learn how to plan and conduct records clean-up in your office. | 9/8/2020 | |
File Plans and Filing | ||||
L1.025 | File Plans | Learn how to update the file plans for your office. | 9/10/2020 | |
L1.026 | File Records | Learn how to accurately file records according to your file plan and records schedules. | 9/10/2020 | |
Electronic Records | ||||
L1.027 | e-File Naming Practice | Practice applying best practices for naming electronic files. | 9/8/2020 | |
L1.028 | Manage Email Records | Learn how to identify and manage records that are in email. | 9/8/2020 | |
Managing Risks to Records | ||||
L1.029 | Identify and Report Risk or Damage to Records | Learn how to identify and mitigate risks to your records. | 9/11/2020 | |
Privacy and FOIA | ||||
L1.030 | Identify Privacy Concerns | This module explains some of the Privacy Act issues related to records management. | 9/10/2020 | |
L1.031 | Manage the Freedom of Information Act (FOIA) Requests | Learn how to records managers provide records for FOIA requests. | 9/10/2020 | |
Disposition | ||||
L1.033 | Calculating Disposition Dates | Learn how to use a records schedule to calculate disposition dates for temporary and permanent records. | 10/26/2020 | |
L1.034 | Store Records On-Site | Learn the best practices for storing records in your office. | 9/10/2020 | |
L1.035 | Transfer Records to Off-Site Storage | Learn the steps you need to take to prepare and transfer records to offsite storage. | 9/10/2020 | |
L1.036 | Create a Box List for Records Transfer | Learn how to create the list of files and records that should be included in each box of records. | 9/14/2020 | |
L1.037 | Manage Records Held Off-Site | Learn how to manage your records that are stored in facilities other than your office. | 9/14/2020 | |
L1.038 | Coordinate Disposition with the RLO | This module explains how to ensure records are destroyed or accessioned once they reach the disposition date. | 9/14/2020 | |
L1.039 | Safeguarding Frozen Records | Learn how to manage records that have the disposition suspended because of legal action or other reasons. | 9/14/2020 | |
L1.040 | Records Lifecycle Review | Review how to manage records throughout the lifecycle. | 9/15/2020 |
Level Two Lessons are Primarily for Liaisons
Code | Title | Description | Date Updated |
---|---|---|---|
L2.001 | Identify Metadata Needed to Manage Electronic Records | Learn the steps necessary for the identification of keywords and terms that may be used as the basis for assigning metadata to records. | 9/15/2020 |
L2.002 | Establish Naming Conventions for Electronic Records | Learn the best practices for developing and implementing document naming conventions in your office. | 9/15/2020 |
L2.003 | Managing a Shared Drive | Learn how to organize an existing shared drive in a way that allows records liaisons to manage Federal records while complying with key requirements, including proper records disposition. | 9/23/2020 |
L2.004 | Implementing a Local Recordkeeping System | This module explains the steps necessary to transfer existing records into a new record-keeping system so that the files and folders are aligned to your file plan. | 9/23/2020 |
L2.005 | Planning Local Digitization Projects | Learn the steps necessary to plan a scanning project that is cost-effective and efficiently meets all defined organizational and functional requirements for digitization. | 9/23/2020 |
L2.006 | Implementing Updates to Records Schedules | Learn how to recommend changes to your agency records schedule and implement updated schedules. | 9/23/2020 |
L2.007 | Identifying Unscheduled Records | Learn how to identify unscheduled records and systems to ensure the information is retained until the records are scheduled. | 9/23/2020 |
L2.008 | Coordinate Disposition | Learn how to ensure that temporary records are destroyed after the expiration of their assigned records schedule retention period. | 9/23/2020 |
L2.009 | Coordinating the Secure Destruction of Temporary Records and Non-records | This module explains how to coordinate the destruction of temporary paper and electronic records, as well as the destruction of non-records materials. | 9/23/2020 |
L2.010 | Overseeing the Authorized Destruction of Federal Records in Agency Business Units | Learn the best practices for accurately reviewing and approving the disposal records. | 9/23/2020 |
L2.011 | Transfer Permanent Records - Annual Move | This module explains the steps necessary to accession permanent records that are stored in a Federal Records Center. | TBD |
L2.012 | Transfer Permanent Audiovisual Records | This module explains the steps necessary to accession audio-visual records into the National Archives. | 9/23/2020 |
L2.013 | Transfer Permanent Records - Direct Transfer | This module explains the steps necessary to accession records into the National Archives. | 9/24/2020 |
L2.014 | Maintaining an Essential Records Inventory | Learn the steps for updating the essential records list for your office or program. | 9/24/2020 |
L2.015 | Learn how to reduce or eliminate the likelihood of damage to your records. | 9/28/2020 | |
L2.016 | Safeguarding Records in Your Office Part 2 | Learn the steps to take for records are damaged. | 9/28/2020 |
Level Three Lessons are Primarily for Agency Records Officers (ARO) | |||
Code | Title | Description | Date Updated |
---|---|---|---|
L3.001 | Drafting a Records Schedule for Submission to NARA | Learn how to write schedule items and the administration information required for proposing a records schedule to NARA. | 9/28/2020 |
L3.002 | Apply the General Records Schedule (GRS) for Agency Records Schedule | Learn how to use the General Records Schedule (GRS) to manage some of your agency records. | 9/29/2020 |
L3.003 | Writing a Big Bucket Schedule | Learn how to write a records schedule that proposes aggregating similar records groups in order to simplify the management of disposition for those records. | 9/29/2020 |
L3.005 | Develop Records Management Strategic Goals and Plan | Learn how to create a strategic plan for your agency records management program. | 9/29/2020 |
L3.006 | Records Management Program Self-Evaluation | Learn how to evaluate your records management program | 9/29/2020 |
L3.007 | Select Sustainable Formats for Long -Term Temporary and Permanent Records | This module explains some of the considerations you need to think about when determining the file formats for your records. | 9/29/2020 |
L3.008 | Establish and Implement a Policy for Managing Records on Shared Drive | Learn how to write a policy to guide how your agency manages records stored on shared drives. | 9/29/2020 |
L3.009 | Email Policy | Learn how to write a policy to guide how your agency manages records stored in email. | 9/29/2020 |
L3.010 | Develop Capstone Approach for the Management of Email | Under development. This module explains some of the considerations you need to think about when implementing the Capstone approach to managing records in email. | 9/29/2020 |
L3.011 | Developing Electronic Records Management Requirements | Learn how to determine what records keeping requirements should be in information systems that are used to manage records. | 9/29/2020 |
L3.012 | Manage a digitization project | Learn how to how to manage digitization projects that are cost-effective and meet agency needs for using or managing the records. | 9/29/2020 |
L3.014 | Developing and documenting Recordkeeping Requirements for the Creation of Agency Records | This module explains some of the considerations you need to think about when determining the agency policies that will determine how records are captured or created. | 9/29/2020 |
L3.015 | This module explains some of the considerations you need to think about when establishing the agency for how records in cloud storage are managed. | 9/29/2020 | |
L3.017 | Establish and implement agency metadata requirements | This module explains some of the considerations you need to think about when establishing the metadata that will be required for agency electronic records. | 9/29/2020 |
L3.018 | Coordinate Records Management Actions with IT | Learn how to work with your IT staff to ensure records management considerations are implemented in agency IT policies and systems. | 9/29/2020 |
Supporting the Development of Records and Information Management Professionals
The Records Management Training Program provides five services that support records management training performed by Federal agencies.
Our Training Materials Catalog contains most of the training materials that we develop, including all of the new online lessons that are part of the new training curriculum that we call Curriculum 2.0.
The catalog includes:
We develop:
- Online Learning
- Videos and Webinars
- Job Aids
- Practice Activities that Agencies Can Use to Train Employees
Agency training needs and changes in NARA records management policies influence what training we develop.
We also develop customized training for specific agencies; however, most of the time we try to build training that can be used by multiple agencies.
Please send your requests for new training materials to [email protected].
We host webinars on records management topics that are of interest to Federal records managers.
Please send your requests for webinars about specific topics to [email protected].
The Agency Records Officer Credential (AROC) is required for all Senior Agency Official for Records Management (SAORM) designated Agency Records Officers.
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Records 1 5 6 – Innovative Personal Database Training Courses
Records Management Instruction Support (ReMIS) experts provide:
Records 1 5 6 – Innovative Personal Database Training Certification
- Consulting on records management training design and development
- Access to NARA records management training materials
Examples Developed for Agencies
Records 1 5 6 – Innovative Personal Database Training Programs
Contact [email protected] to schedule a meeting to learn more.