Records Scheduler
This role should be assigned to users who will be preparing records schedules and submitting them to the Certifying Official for approval.
Certifying Official
This role should be assigned to users who will be certifying that the agency is officially submitting a Records Schedule to NARA for approval. The paper equivalent of this role is the person who signs in Box 6 of the paper Request for Records Disposition Authority (SF 115).
Transferring Permanent Records to NARA
Transferring Official
This role should be assigned to users who will create Transfer Requests and submit them to the Transfer Approving Official for approval.
Electronic Transfer Staff
For electronic records transfers only, this role should be assigned to users who will package and transmit electronic files to ERA via an electronic transfer method.
Transfer Approving Official
This role should be assigned to users who have authority to approve Transfer Requests and Legal Transfer Instruments on behalf of the agency. The paper equivalent of this role is the person who signs in Box 2A of the paper Agreement to Transfer Records to the National Archives of the United States (SF 258).