Identifying Specific Metadata for Managing Electronic Records throughout their Lifecycle Level Two Lessons are Primarily for Liaisons
This module reviews how to manage records throughout the lifecycle. This module discusses how to manage records that have the disposition suspended because of legal action or other reasons. This module explains how to ensure records are destroyed or accessioned once they reach the disposition date. This module discusses how to manage your records that are stored in facilities other than your office.Ĭoordinate Disposition of Records with the Records Liaison Officer This module discusses how to create the list of files and records that should be included in each box of records. This module discusses the steps you need to take to prepare and transfer records to offsite storage. This module discusses the best practices for storing records in your office. This module focuses on how to use a records schedule to calculate disposition dates for temporary and permanent records. This module will help you learn how to records managers provide records for FOIA requests. Manage Freedom of Information Act (FOIA) Requests This module explains some of the Privacy Act issues related to records management. Identify Privacy Concerns Related to Records' Use and Storage This module discusses how to identify and mitigate risks to your records. Identify and Report Risk or Damage to Records This module discusses how to identify and manage records that are in email. This module provides practice in applying best practices for naming electronic files. This module provides how to accurately file records according to your file plan and records schedules.
This module discusses how to update the file plans for your office. This module discusses how to plan and conduct records clean-up in your office. This module provides practice capturing information about records. This module explains what information needs to be collected during a records inventory. This module reviews the topics covered in the create and receive the section of the first level of the training curriculum. This module discusses NARA's metadata standards for the transfer of permanent electronic records. This module explains how metadata is used in managing electronic records. This module explains best practices for naming files. This module focuses on how to separate information into logical categories for filing. This module provides practice identifying records. This module provides practice separating records, non-records, and personal papers. Records, Nonrecords, and Personal Files - Review and Practice This module focuses on how to determine if information should be categorized as records, non-records, or personal files. Recognizing Records, Non-records, and Personal Files This brief reading provides an overview of who is involved in helping manage agency records. This tutorial shows you how to find your agency's records schedules. This brief reading explains the differences between these three records management tools.įinding Your Records Control Schedules on NARA's Website What's the difference between a records inventory, a records schedule, and a file plan?
This module explains the parts of a file plan. This module discusses the parts of records schedules and how schedules are used in records management. This module explains how records inventories are used in records management. This brief reading provides an overview of records management policies that you should know.
This module defines the concept of permanent records in the world of U.S.
This module defines the concept of temporary records in the world of U.S. This module discusses the phases in the records management lifecycle. Level One Lessons are Primarily for Custodians
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We are not able to track courses taken or have the ability to provide completion certificates. Each lesson provides a certificate upon completion which can be downloaded. If you have a popup blocker, either disable it or permit popups to run from this website. This page contains lessons that may be viewed from this page. Records Management Training Online Lessons