Records Management Training Online Lessons

This module discusses the phases in the records management lifecycle.

Length: 0:10:00

This module defines the concept of temporary records in the world of U.S. Federal records.

Length: 0:10:00

This module defines the concept of permanent records in the world of U.S. Federal records.

Length: 0:10:00

This brief reading provides an overview of records management policies that you should know.

Length: 0:10:00

This module explains how records inventories are used in records management.

Length: 0:10:00

This module discusses the parts of records schedules and how schedules are used in records management.

Length: 0:10:00

This module explains the parts of a file plan.

Length: 0:10:00

This brief reading explains the differences between these three records management tools.

Length: 0:05:00

This tutorial shows you how to find your agency's records schedules.

Length: 0:10:00

This brief reading provides an overview of who is involved in helping manage agency records.

Length: 0:10:00

 This module focuses on how to determine if information should be categorized as records, non-records, or personal files.

Length: 0:15:00

This module provides practice separating records, non-records, and personal papers.

Length: 0:10:00

This module provides practice identifying records.

Length: 0:10:00

This module focuses on how to separate information into logical categories for filing.  

Length: 0:20:00

This module explains best practices for naming files.

Length: 0:15:00

This module explains how metadata is used in managing electronic records.

Length: 0:15:00

This module discusses NARA's metadata standards for the transfer of permanent electronic records.

Length: 0:30:00

This module reviews the topics covered in the "Create and Receive" section of the first level of the training curriculum.

Length: 0:15:00

 This module explains what information needs to be collected during a records inventory.

Length: 0:20:00

This module provides practice capturing information about records.

Length: 0:20:00

This module discusses how to plan and conduct records clean-up in your office.

Length: 0:20:00

This module discusses how to update the file plans for your office.

Length: 0:15:00

This module instructs you to accurately file records according to your file plan and records schedules.

Length: 0:45:00

This module provides practice in applying best practices for naming electronic files.

Length: 0:15:00

This module discusses how to identify and manage records that are in email.

Length: 0:45:00

This module discusses how to identify and mitigate risks to your records.

Length: 0:30:00

Identify Privacy Concerns Related to Records' Use and Storage

This module explains some of the Privacy Act issues related to records management.

Length: 0:15:00

This module will help you learn how records managers provide records for FOIA requests.

Length: 0:20:00

This module focuses on how to use a records schedule to calculate disposition dates for temporary and permanent records.

Length: 0:15:00

This module discusses the best practices for storing records in your office.

Length: 0:15:00

This module discusses the steps you need to take to prepare and transfer records to offsite storage.

Length: 0:20:00

This module discusses how to create the list of files and records that should be included in each box of records.

Length: 0:20:00

This module discusses how to manage your records that are stored in facilities other than your office.

Length: 0:15:00

This module explains how to ensure records are destroyed or accessioned once they reach the disposition date.

Length: 0:20:00

This module discusses how to manage records that have the disposition suspended because of legal action or other reasons.

Length: 0:15:00

This module reviews how to manage records throughout the lifecycle.

Length: 0:15:00

This brief module introduces you to the folder lists required for accessioning permanent records to the National Archives.

Length: 0:08:00

This module discusses the steps necessary for the identification of keywords and terms that may be used as the basis for assigning metadata to records.

Length: 0:15:00

This module focuses on the best practices for developing and implementing document naming conventions in your office.

Length: 0:30:00

This module discusses 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.

Length: 0:15:00

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. 

Length: 0:15:00

Planning  Local Digitization Projects

We are updating this module to incorporate the latest NARA guidance.

This module focuses on the steps necessary to plan a scanning project that is cost-effective and efficiently meets all defined organizational and functional requirements for digitization.

Length: 0:30:00

This module focuses on how to recommend changes to your agency records schedule and implement updated schedules.

Length: 0:30:00

This module discusses how to identify unscheduled records and systems to ensure the information is retained until the records are scheduled.

Length: 0:30:00

This module focuses on how to ensure that temporary records are destroyed after the expiration of their assigned records schedule retention period.

Length: 0:15:00

This module explains how to coordinate the destruction of temporary paper and electronic records, as well as the destruction of non-record materials.

Length: 0:15:00

This module discusses the best practices for accurately reviewing and approving the disposal records.

Length: 0:15:00

TBD

This module explains the steps necessary to accession permanent records that are stored in a Federal Records Center. 

Length: 0:10:00

This module explains the steps necessary to accession audio-visual records into the National Archives.

Length: 0:30:00

This module explains the steps necessary to accession records into the National Archives.

Length: 0:30:00

This module focuses on the steps for updating the essential records list for your office or program.

Length: 0:45:00

Safeguarding Records in Your Office Part 1: Reducing or eliminating the likelihood of damage

This module focuses on how to reduce or eliminate the likelihood of damage to your records.

Length: 0:45:00

This module focuses on the steps to take if records are damaged.

Length: 0:45:00

This module discusses how to write schedule items and the administration information required for proposing a records schedule to NARA.

Length: 1:00:00

This module focuses on how to use the General Records Schedule (GRS) to manage some of your agency records.

Length: 0:40:00

This module discusses how to write a records schedule that proposes aggregating similar records groups to simplify the management of disposition for those records.Length: 0:40:00

This module focuses on how to create a strategic plan for your agency records management program.

Length: 0:45:00

This module discusses how to evaluate your records management program.

Length: 1:00:00

This module explains some of the considerations you need to think about when determining the file formats for your records.

Length: 0:45:00

This module focuses on how to write a policy to guide how your agency manages records stored on shared drives.

Length: 0:30:00

This module discusses how to write a policy to guide how your agency manages records stored in email.

Length: 1:15:00

This module explains some of the considerations you need to think about when implementing the Capstone approach to managing records in email.

Length: 0:30:00

This module discusses how to determine what records-keeping requirements should be in information systems that are used to manage records. 

Length: 0:30:00

Manage a digitization project

We are updating this module to incorporate the latest NARA guidance.

This module focuses on how to manage digitization projects that are cost-effective and meet agency needs for using or managing the records.

Length: 0:30:00

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.

Length: 0:30:00

Create Records Management Policies For Records Stored in the Cloud

This module explains some of the considerations you need to think about when establishing the agency for how records in cloud storage are managed. 

Length: 0:30:00

This module explains some of the considerations you need to think about when establishing the metadata that will be required for agency electronic records.

Length: 0:30:00

This module focuses on how to work with your IT staff to ensure records management considerations are implemented in agency IT policies and systems.

Length: 0:45:00