Zoom Course: Records Management Basics for State Agencies
Course Materials:
Primary Course Documents:
Materials from the online training presented August 26th, 2025:
- RMB-S presentation slides (PDF)
- RMB-S slide notes handout (PDF)
- Records Analysis Exercise - Sample Documents (PDF)
Certificate of Completion:
- Certificate of completion (PDF) - (Download to your PC, then fill in your name and date completed)
Supplemental Handouts:
- How Long to Keep Email - Flowchart (PDF)
- State Records Retention Schedule (the RRS)
- University Records Retention Schedule (the URRS)
- Is Imaging Right for the Records? (PDF)
- File Naming Best Practices (PDF)
- Sample Disposition Log (DOC)
- Bulletin C: Inventorying and Scheduling Records
Helpful Blog Posts:
- Getting the Most Out of Your State Agency Records Retention Schedule:
- The Bucketing Strategy as a Precautionary Solution
- Beyond A to Z: Filing Tips to Organize Better
- The Lay-RMO’s Guide to Appraising Archival/Historical Records
- Creating Records at Home:
- I Got a New Job in Records Management, Now What?
- How to Approach an Office Records Management Overhaul
- The Personnel File: Retention & Best Practices
- Information Disaster Plan
- FAQ: Can I destroy a paper original after scanning?
Meet the Presenters:
Government Information Analysts from the Records Management Assistance Unit at TSLAC present this course. Did you know that every state agency and public university has their own assigned analyst? See our Find Your Analyst page to find yours!
View a previous class recording:
A previous version of this course is available on our webinars page.
FYI:
Our Zoom courses will be recorded and may be made publicly available on the agency’s website or other agency forum.
All participants will be in listen-only mode by default and will not share their video. Participants will have opportunities during the session to be unmuted to ask questions, which would be included in the recording, but the chat and Q&A function within Zoom is not captured in the recordings.
For further assistance, download the Guide for Zoom participants.
For audio issues, see "Troubleshooting Audio Issues".
If you use assistive technology and the format of any material related to this training event interferes with your ability to access the information, please email rm_trng@tsl.texas.gov. To enable us to respond in a manner most helpful to you, please indicate the nature of your accessibility issue, the preferred format in which to receive the material, the Web address related to the training event, and your contact information.
Can't find what you're looking for? Email slrminfo@tsl.texas.gov or call 512-463-7610.