Shows 6 steps to certify a state agency schedule

How Do I Recertify My State Agency Retention Schedule?

For state agency Records Management Officers or liaisons tasked with recertifying their agency’s records retention schedule, the process can seem a bit overwhelming. This article will help break the process down into more manageable steps. Note: This article only applies to state agencies. For local governments looking to customize their local retention schedules, see this…

How Does Records Management Benefit Us, Anyway?

By now, you’re probably aware your government is legally required to comply with records management laws. Though it is often difficult to motivate yourself, colleagues, or supervisors to implement something just because it’s required. It’s human nature to resist things we perceive as difficult, time-consuming, or obligatory. The records management assistance (RMA) team at TSLAC…

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,…

Teams

Creating Records at Home, Part I: Microsoft Teams

[Edited 7/16/20: This post was updated to include new information about applying retention policies in Teams.] The great Dr. Patricia C. Franks once wrote, “Records and information managers who understand the way work is conducted in their organizations have a better chance of identifying and providing intellectual and/or physical control over the records created.”1 Ever…

How does web archiving fit into records management?

Web archiving involves using software to take periodic snapshots to preserve as much data as you need about your organization’s website, including any associated metadata. These snapshots will allow you to track and to document even the slightest changes made to the website. The benefits are that this practice shows your records management program: is…

FAQ: How Does S.B. 944 Affect Us?

We have received a flurry of calls and emails after the 2019 legislative session from government entities concerned with the provisions of Senate Bill 944, which is an amendment to the Public Information Act (PIA).  In this article, we’ll highlight the parts of the bill concerning records management, particularly when it comes to text messaging.…

Personnel File Bucketing

The Personnel File: Retention & Best Practices

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, compensate, address grievances,…