Yellow sparkers in the shape of '2023' on a black background.

Records Management New Year’s Resolutions

The beginning of the new year is a time for reflection and planning for the coming months. What records management goals do you have for 2023? Here are a few ideas to get you thinking. In honor of the season, let’s do a little countdown… 3. Find Community Records management can be a lonely business.…

The Bucketing Strategy as a Precautionary Solution

Agencies or local governments that are tight on storage space might look forward to speedily carrying out disposition on records that have met their full retention periods, but there are cases when reaching a destruction eligibility date may not put the records manager in the clear to destroy or transfer those records. In those cases,…

Personnel File Bucketing

The Personnel File: Retention & Best Practices

by Erica Rice Every state agency and local government creates and maintains employee records.  Often maintained in individual files for each employee, the personnel file is added to regularly throughout its active life, and it may often be consulted during its long inactive life.  We create and use personnel records to hire, re-hire, train, evaluate,…

Cleaning Up Your Shared Drive

At their best, networked shared drives cut down on filing cabinets, multiple copies and versions of documents, and frantic conversations about where a record copy is. Shared drives can provide a communal space that increases efficiency and collaboration. They also help with version control, access control, and keeping records backed up to a server. However,…