Federal Records Management

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Records Management Training Online Lessons

*** All RM Training content is being reviewed. Please check back for more updates. ***

This page contains lessons that may be viewed from this page.  Select the title of the lesson.  The lesson will open in a new window.  If you have a popup blocker, either disable it or permit popups to run from this website.  Each lesson provides a certificate upon completion which can be downloaded.  We are not able to track courses taken or have the ability to provide completion certificates. 

 

Instructions on how to download the files.

 If you would like to download and use these lessons in your organization, you have three options:
1. LMS/SCORM - Download the LMS/SCORM file for use in your agency's learning management system. The files are compiled as SCORM 1.2.
2. Storyline Source File - Most online lessons are built in Articulate 360. Download the .story file to edit or modify the lessons in Storyline.
3. Web - Download the zipped web file to host the lesson on your agency's intranet or website.

Level One Lessons are Primarily for Custodians

Code Title Description Source Files
(downloadable)		 Date Updated

Terminology
L1.001 What is the Records Lifecycle?

This module discusses the phases in the records management lifecycle.

Length: 0:10:00
  1. LMS/SCORM
  2. Storyline Source File
  3.  Web package
 2/26/2025
L1.002 What are Temporary Records?

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

Length: 0:10:00
  1. LMS/SCORM
  2. Storyline Source File
  3. Web package
 2/27/2025
L1.003 What are Permanent Records?

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

Length: 0:10:00
  1. LMS/SCORM
  2. Storyline Source File
  3. Web package
 TBD

Tools
L1.004 Records Management Policy

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

Length: 0:10:00
  1. LMS/SCORM
  2. Web package
 2/28/2025
L1.005 What is a Records Inventory?

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

Length: 0:10:00
  1. LMS/SCORM
  2. Storyline Source File
  3. Web package
 2/26/2025
L1.006 What is a Records Schedule?

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

Length: 0:10:00

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L1.007 What is a File Plan?

This module explains the parts of a file plan.

Length: 0:10:00

1. LMS/SCORM

2. Storyline Source File

3. Web package

 2/27/2025
L1.008 What's the difference between a records inventory, a records schedule, and a file plan?

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

Length: 0:05:00

1. LMS/SCORM

2.  Web package

 2/28/2025
L1.009 Finding Your Records Control Schedules on NARA's Website

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

Length: 0:10:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 2/27/2025

Resources
L1.010 The Records Management Team

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

Length: 0:10:00

1. LMS/SCORM

2. Web Package

 TBD
L1.012 Recognizing Records, Non-records, and Personal Files

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

Length: 0:15:00

1. LMS/SCORM

2. Storyline Source File

3. Web package

 2/24/2025
L1.013 Records, Nonrecords, and Personal Files - Review and Practice

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

Length: 0:10:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
L1.014 Who has the Records?

This module provides practice identifying records.

Length: 0:10:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD

Filing, Naming and Metadata
L1.015 Separating Files for Filing

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

Length: 0:20:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
L1.016 Filing and e-File Naming Conventions

This module explains best practices for naming files.

Length: 0:15:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
L1.017 Metadata

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

Length: 0:15:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 2/28/2025
L1.020 Assigning Metadata 

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

Length: 0:30:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD

Records Inventory
L1.021 Level 1 Creation and Receipt - Review

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

Length: 0:15:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 2/28/2025
L1.022 Participate in a Records Inventory

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

Length: 0:20:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
L1.023 Records Inventory Practice

This module provides practice capturing information about records.

Length: 0:20:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD

Records Clean-up
L1.024 Conduct a Records Clean-Up

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

Length: 0:20:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD

File Plans and Filing
L1.025 File Plans

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

Length: 0:15:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
L1.026 File Records

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

Length: 0:45:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD

Electronic Records
L1.027 e-File Naming Practice

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

Length: 0:15:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
L1.028 Manage Email Records

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

Length: 0:45:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD

Managing Risks to Records
L1.029 Identify and Report Risk or Damage to Records

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

Length: 0:30:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD

Privacy and FOIA
L1.030

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

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
L1.031 Manage Freedom of Information Act (FOIA) Requests

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

Length: 0:20:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD

Disposition
L1.033 Calculating Disposition Dates

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

Length: 0:15:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
L1.034 Store Records On-Site

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

Length: 0:15:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
L1.035 Transfer Records to Off-Site Storage

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

Length: 0:20:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
L1.036 Create a Box List for Records Transfer

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

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
L1.037 Manage Records Held Off-Site

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

Length: 0:15:00

1. LMS/SCORM

2. Storyline Source File

3. Web Package

 TBD
 

Level Two Lessons are Primarily for Liaisons

Code Title Description Source Files
(downloadable)		 Date Updated
L2.001 Identifying Specific Metadata for Managing Electronic Records throughout their Lifecycle

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

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.002 Establishing Naming Conventions 
for Electronic Records

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

Length: 0:30:00

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.003 Managing a Shared Drive

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

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.004 Implementing a Local Recordkeeping System

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

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.005

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

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.006 Implementing Updates to Records Schedules

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

Length: 0:30:00

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.007 Identifying Unscheduled Records

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

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.008 Coordinating Disposition of Temporary Records

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

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.009 Coordinating the Secure Destruction of Temporary Records and Non-Records

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

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.010 Overseeing the Authorized Destruction of Federal Records in Agency Business Units

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

Length: 0:15:00

1. LMS/SCORM

2. Storyline Source File

3. Web package

TBD
L2.011 Transferring Records to NARA Via the Annual Move

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

Length: 0:10:00

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.012 Transferring Permanent Audiovisual Records to NARA

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

Length: 0:30:00

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.013 Identifying Permanent Records Eligible for Direct Transfer to NARA 

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

Length: 0:30:00

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.014 Maintaining an Essential Records Inventory

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

Length: 0:45:00

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.015

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

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
L2.016 Safeguarding Records in Your Office Part 2: Taking Appropriate Action to Minimize Further Damage to Records

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

Length: 0:45:00

1. LMS/SCORM

2. Storyline Source File

3. Web package

 TBD
 

 

Level Three Lessons are Primarily for Agency Records Officers (ARO)

Code Title Description Source Files
(downloadable)		 Date Updated
L3.001 Drafting a Records Schedule for Submission to NARA

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

Length: 1:00:00

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.002 Apply the General Records Schedule (GRS) for the Agency Records Schedule

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

Length: 0:40:00

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.003 Writing a Big Bucket Schedule

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: 1:00:00

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.005 Develop Records Management Strategic Goals and Plan

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

Length: 0:45:00

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.006 Records Management Program Self-Evaluation

This module discusses how to evaluate your records management program.

Length: 1:00:00

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.007 Select Sustainable Formats for Long -Term Temporary and Permanent Records

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

Length: 0:45:00

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.008 Establish and Implement a Policy for Managing Records on Shared Drive

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

Length: 0:30:00

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.009  Email Policy

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

Length: 1:15:00

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.010 Develop Capstone Approach for the Management of Email

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

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.011 Developing Electronic Records Management Requirements

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

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.012

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

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.014 Developing and documenting Recordkeeping Requirements for the Creation of Agency Records

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

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.015

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

1. LMS/SCORM

2.  Storyline Source File

3.  Web package

 TBD
L3.017 Establish and implement agency metadata requirements

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

1. LMS/SCORM

2.  Storyline Source File

3.  Web package
TBD
L3.018 Coordinate Records Management Actions with IT

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

1. LMS/SCORM

2.  Storyline Source File

3.  Web package
 

 

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