ERA 2.0 Training Materials
Please check back regularly for updates to this site.
Agency User Manual and Guides are available.
About The Materials On This Page
The materials below are designed for users who enter and manage records schedules and transfer requests in ERA 2.0. Users with the following roles will find this training particularly useful: Records Schedulers, Transferring Officials, Certifying Officials, and Approving Officials.
The materials are categorized as follows:
- Full-task guidance offering step-by-step instructions for completing a full task (e.g., Create a Records Schedule)
- Partial-task guidance provides step-by-step instructions for a discrete task within a full task (e.g. Create and Edit Items)
- System demos, i.e., video presentations available on our YouTube site to walk through more complex tasks
- Additional Resources to assist users in becoming familiar with the interface and workflow'
Accessing the ERA 2.0 System and logging in
Accessing ERA 2.0 |
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|---|---|---|---|
| Title | Description | Item Type | Date Updated |
| Access System & Log in | This document is to provide step-by-step guidance on how to get access to and log in to NARA’s Electronic Records Archives (ERA) 2.0 System. | Full-task Job Aid | 10/24/2022 |
Scheduling Records in ERA 2.0
The ERA Scheduling training materials are designed for users who enter and manage records schedules in ERA.
Scheduling Records |
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|---|---|---|---|
| Title | Description | Item Type | Date Updated |
| Create a Records Schedule | This document is to provide step-by-step guidance on how to create a records schedule in NARA’s Electronic Records Archives (ERA) 2.0 System. | Full-task Job Aid | 9/21/2023 |
| Certify a Records Schedule | This document is to provide step-by-step guidance on how to certify a records schedule in NARA’s Electronic Records Archives (ERA) 2.0 System. | Full-task Job Aid | 1/30/2023 |
| Create a New Form Type Records Schedule | This document is to provide step-by-step guidance on how to create a new Records Schedule form type in NARA’s Electronic Records Archives (ERA) 2.0 System. | Partial-task Job Aid | 1/30/2023 |
| Complete the General Information Tab | This document is to provide step-by-step guidance on how to complete the General Information tab n in NARA’s Electronic Records Archives (ERA) 2.0 System. | Partial-task Job Aid | 1/30/2023 |
| Review and Update Contact Information | This document is to provide step-by-step guidance on how to review and update contact information in NARA’s Electronic Records Archives (ERA) 2.0 System. |
Partial-task Job Aid | 1/30/2023 |
| Create and Edit Items | This document is to provide step-by-step guidance on how to create and edit items in NARA’s Electronic Records Archives (ERA) 2.0 System. |
Partial-task Job Aid | 1/30/2023 |
| Create and Edit Groups | This document is to provide step-by-step guidance on how to create and edit groups in NARA’s Electronic Records Archives (ERA) 2.0 System. |
Partial-task Job Aid | 1/30/2023 |
| Upload Attachments | This document is to provide step-by-step guidance on how to upload attachments in NARA’s Electronic Records Archives (ERA) 2.0 System. |
Partial-task Job Aid | 1/30/2023 |
| Submit for Certification | This document is to provide step-by-step guidance on how to submit for certification in NARA’s Electronic Records Archives (ERA) 2.0 System. |
Partial-task Job Aid | 1/30/2023 |
| Review History & Activity Log | This document is to provide step-by-step guidance on how to review the history and activity logs in NARA’s Electronic Records Archives (ERA) 2.0 System. |
Partial-task Job Aid | 1/30/2023 |
Transferring Records in ERA 2.0
The ERA Transfer training materials are designed for users who create and submit transfer requests in ERA.
Transferring Records |
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|---|---|---|---|
| Title | Description | Item Type | Date Updated |
| Create a Transfer Request - General Information Tab | This job aid tells you how to create a Transfer Request in ERA 2.0 | Job Aid | 6/5/2024 |
| How to Add Tracking Numbers |
This job aid tells you how to add tracking numbers to a Transfer Request in ERA 2.0. |
Job Aid | 6/5/2024 |
| How to Add Transfer Details |
This job aid explains how to add Transfer Details for a Transfer Request in ERA 2.0. |
Job Aid | 6/5/2024 |
| Access Restrictions Sub-Section |
This job aid explains how to complete the Access Restrictions sub-section under the General Information tab in ERA 2.0. |
Job Aid | 6/5/2024 |
| How to Add Location Information |
This job aid explains how to add Location information for a Transfer Request in ERA 2.0. |
Job Aid | 6/5/2024 |
| How to Add Attachments to a Transfer Request |
This job aid explains how to add attachments to Transfer Requests in ERA 2.0. |
Job Aid | 6/5/2024 |
| How to View the History and Activity Log for a Transfer Request |
This job aid explains the History and Activity Log for a Transfer Request in ERA 2.0. |
Job Aid | 6/5/2024 |
| How to Submit a Transfer Request for Agency Approval |
This job aid explains how to submit a Transfer Request for agency approval in ERA 2.0. |
Job Aid | 6/5/2024 |
| How to Locate a Transfer Request |
This job aid explains how an Approving Official can locate a Transfer Request in ERA 2.0. |
Job Aid | 6/5/2024 |
| How to Find a Missing Transfer Request |
This job aid explains how an Approving Official can locate a missing Transfer Request in ERA 2.0. |
Job Aid | 6/5/2024 |
| How to Review a Transfer Request for NARA's Annual Move |
This job aid explains how an Approving Official can review a Transfer Request for NARA’s Annual Move in ERA 2.0. |
Job Aid | 6/5/2024 |
| How to Propose a Transfer Request for NARA's Annual Move |
This job aid explains how an Approving Official can confirm the status of a proposed Transfer Request in ERA 2.0. |
Job Aid | 6/52024 |
| How to Confirm the Status of a Proposed Transfer Request |
This job aid explains how an Approving Official can confirm the status of a proposed Transfer Request in ERA 2.0. |
Job Aid | 6/5/2024 |
| How to Reassign a Transfer Request |
This job aid explains how an Approving Official can reassign a Transfer Request in ERA 2.0. |
Job Aid | 6/6/2024 |
Additional Resources |
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|---|---|---|---|
| Title | Description | Item Type | Date Updated |
| Agency Scheduler Home Page Demo |
This video previews the ERA 2.0 Homepage for a user who accesses the system as a Records Scheduler. It walks the user through the various menus and features available from the Homepage and it introduces the ERA 2.0 Dashboard. Length: 5:24 |
System Demo | 9/7/2022 |
| Certifying and Approving Officials Homepage Demo |
This video previews the ERA 2.0 Homepage for a user who accesses the system as a Certifying Official. It walks the user through the various menus and features available from the Homepage and it introduces the ERA 2.0 Dashboard. Length: 6:55 |
System Demo | 9/7/2022 |