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 |
| How to Create a Records Schedule | This job aid guides you through the initial steps for creating a records schedule in NARA's Electronic Records Archives (ERA) 2.0. | Job Aid | 8/5/2024 |
| How to Change a Primary Contact for a Form | This job aid tells you how to change a primary contact for a records schedule form in NARA’s Electronic Records Archives (ERA) 2.0 | Job Aid | 8/5/2024 |
| The General Information Tab | This job aid guides you through the steps for completing the fields in the General Information tab in NARA’s Electronic Records Archives (ERA) 2.0. | Job Aid | 8/6/2024 |
| How to Create a New Schedule Item |
This job aid tells you how to create a new records schedule item in NARA’s Electronic Records Archive (ERA) 2.0. |
Job Aid | 10/25/2024 |
| How to Add Disposition Instructions for Temporary Records |
This job aid explains how to add temporary disposition instructions to a schedule item(s) in NARA’s Electronic Records Archives (ERA) 2.0. |
Job Aid | 8/6/2024 |
| How to Add Disposition Instructions for Permanent Records |
This job aid explains how to add permanent disposition instructions to a schedule item(s) in NARA’s Electronic Records Archives (ERA) 2.0. |
Job Aid | 8/6/2024 |
| How to Reposition Items in a Records Schedule |
This job aid tells you how to reposition records schedule items in NARA’s Electronic Records Archives (ERA) 2.0. |
Job Aid | 8/6/2024 |
| How to Create and Edit Groups | This job aid tells you how to create and edit groups for a records schedule in NARA’s Electronic Records Archives (ERA) 2.0. | Job Aid | 8/6/2024 |
| How to Add Attachments |
This job aid explains how to add attachments to a records schedule in NARA’s Electronic Records Archives (ERA) 2.0. |
Job Aid | 8/6/2024 |
| The Preview and Submit Tab |
This job aid tells you how to complete and review the information in Preview and Submit Tab in NARA’s Electronic Records Archives (ERA) 2.0. |
Job Aid | 8/6/2024 |
| History & Activity Log |
This job aid tells you how to use the History and Activity Log in NARA’s Electronic Records Archives (ERA) 2.0. |
Job Aid | 8/6/2024 |
| How to Submit a Records Schedule for Certification |
This job aid explains how to submit a records schedule for certification in NARA’s Electronic Records Archives (ERA) 2.0. |
Job Aid | 8/6/2024 |
| How to Search for a Missing Draft Records Schedule- Record Scheduler Role |
This job aid provides guidance to the Records Scheduler on how to locate a missing draft schedule in NARA’s Electronic Records Archives (ERA) 2.0. |
Job Aid | 8/6/2024 |
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 |
| Transfer Request - General Information | This job aid tells you how to create a Transfer Request in ERA 2.0 | Job Aid | 10/31/2024 |
| 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 |