With the issuance of the Managing Government Records Directive (M-12-18), Goal 1.2, agencies are required to manage all email electronically by December 31, 2016. To aid agencies in meeting the requirements of Goal 1.2, NARA has issued guidance on an optional approach to managing email records called Capstone. This approach offers agencies the option of using a more simplified and automated approach to managing email.
Using this approach, an agency can categorize and schedule email based on the work and/or position of the email account owner. Further details on this approach are outlined in Bulletin 2013-02: Guidance on a New Approach to Managing Email Records (Capstone). See Capstone videos below:
Agencies may employ other methods to managing Federal email, so long as they meet the requirements of Goal 1.2.
NARA's Capstone Approach
- Recording from the 2/4/2014 Capstone session, Session 1: A presentation on NARA's own implementation of the Capstone approach, led by NARA's Records Officer, Susan J. Sullivan, CRM.
- Recording from the 2/4/2014 Capstone session, Section 2: A panel of NARA email experts answering general questions on Capstone and email management. Included on the panel are staff from the following NARA offices: General Counsel, NARA records management, appraisal and scheduling, records management policy and electronic formats, and electronic records transfer.