Webinar Course: Records Management Basics for State Agencies
Course Materials:
Class materials:
- RMB-State Powerpoint slides
- RMB-State class handouts
- Records Analysis Exercise - Sample Records
- Certificate of completion (PDF) - (Download to your PC, then fill in your name and date completed)
- How Long To Keep Email - Simple Flowchart
- State Records Retention Schedule (5th Edition) to find retention periods for the sample documents.
- The 5 Ws of Planning an Imaging Project
- Sample Disposition Log
- Sample Records Inventory Form
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?
View recent class recordings:
View the July 2024 class at YouTube.com
Meet the Presenters:
Visit our About page for contact information, bios, and blog posts by our Records Management Assistance team.
FYI:
Our online courses will be recorded and may be made publicly available on the agency’s website or other agency forum. Any images or messages submitted as part of the session may be included in that recording.
All participants have the option of participating in listen-only mode and do not have to share their video. For further assistance, download the Teams troubleshooting guide.
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.