Records Management Workshops for State Agencies and Local Governments

The Records Management Assistance Unit provides cost-effective in-person training for state agencies and local governments in Austin and at regional trainings around the state.

Training in Austin | Regional Trainings


Training in Austin

The Records Management Assistance Unit provides cost-effective in-person training in our Learning Center in the Lorenzo de Zavala State Archives and Library Building located at 1201 Brazos in Austin.

Classes Available

Local Governments

State Agencies


Local Government Classes

**June classes have reached capacity and are no longer open for registration. Please register for our classes in August.

Classes designed for local governments will be held June 9-10, 2015.

Schedule

  Tuesday, June 9, 2015
8:30am-11:30am

Introduction to Records Management - CLOSED

Learn why records management is important and required, what constitutes a record, how to ensure you are in compliance and how that benefits your organization, ways to ensure you have an active and continuing program, tips on outsourcing, and valuable resources for you and your records management program. [3.0 hours]

1:00pm-4:00pm

Emergency Preparedness - CLOSED

Learn how to identify, protect, and ensure access to your essential records, the records necessary to continue operations in the event of an emergency. The course will also cover how to prepare, respond to, and recover from a records emergency. [3.0 hours]

  Wednesday, June 10, 2015
8:30am-4:00pm

Managing Electronic Records Workshop - CLOSED

In this interactive workshop, you’ll learn how to apply records management principles to electronic records through face-to-face instruction and hands-on activities. This course explores four critical elements of electronic records management for Texas local government records managers: legal requirements, records retention, information retrieval, and long-term preservation. [6.0 hours]

Training Location

Classes will be held in the Lorenzo de Zavala State Archives and Library Building, 1201 Brazos St., Austin, TX 78701.

Registration & Pricing

Registration is now closed.

Each class is $15 per person.

Your government will be billed after the training. We do not accept prepayment or payment by credit card.

Cancellation Information

If you wish to cancel your registration, please submit in writing by June 1, 2015. Please include your name, government, training event, and contact information in the letter. Failure to do so will result in your government being billed for the unattended training. You may send your letter via email to slrminfo@tsl.texas.gov or fax to (512) 936-2306 Attn: RMA.

August Classes

Classes designed for local governments will be held August 18-19, 2015.

Schedule

  Tuesday, August 18, 2015
8:30am-11:30am

Introduction to Records Management

Learn why records management is important and required, what constitutes a record, how to ensure you are in compliance and how that benefits your organization, ways to ensure you have an active and continuing program, tips on outsourcing, and valuable resources for you and your records management program. [3.0 hours]

1:00pm-4:00pm

Emergency Preparedness

Learn how to identify, protect, and ensure access to your essential records, the records necessary to continue operations in the event of an emergency. The course will also cover how to prepare, respond to, and recover from a records emergency. [3.0 hours]

  Wednesday, August 19, 2015
8:30am-4:00pm

Managing Electronic Records Workshop

In this interactive workshop, you’ll learn how to apply records management principles to electronic records through face-to-face instruction and hands-on activities. This course explores four critical elements of electronic records management for Texas local government records managers: legal requirements, records retention, information retrieval, and long-term preservation. [6.0 hours]

Training Location

Classes will be held in the Lorenzo de Zavala State Archives and Library Building, 1201 Brazos St., Austin, TX 78701.

Registration & Pricing

Each class is $15 per person.

Your government will be billed after the training. We do not accept prepayment or payment by credit card.

To register, please submit a Training Registration Form.

Once submitted, you should receive confirmation via email within 1-3 days. If you do not receive a confirmation email, please contact us at slrminfo@tsl.texas.gov.

Cancellation Information

If you wish to cancel your registration, please submit in writing by August 10, 2015. Please include your name, government, training event, and contact information in the letter. Failure to do so will result in your government being billed for the unattended training. You may send your letter via email to slrminfo@tsl.texas.gov or fax to (512) 936-2306 Attn: RMA.

 


Classes for State Agencies

Classes designed for state agencies will be held June 23-24, 2015.

Schedule

  Tuesday, June 23 Wednesday, June 24
8:30am-11:30am

State Records Retention Basics

This class provides an overview of state records laws and current administrative rules. Learn how to develop and use records retention schedules to maintain and dispose of records. The class covers records inventories, records analysis and appraisal, and submitting records retention schedules for approval. [3.0 hours]

Emergency Preparedness

Learn how to identify, protect, and ensure access to your essential records, the records necessary to continue operations in the event of an emergency. The course will also cover how to prepare, respond to, and recover from a records emergency. [3.0 hours]

1:00pm-4:00pm

Managing Electronic Records

Learn how to apply records management principles to electronic records. This course looks at the definition of electronic records, applicable laws and rules, and corresponding best practices. It also discusses email, digital imaging, social media, and how to address the various challenges of these types of e-records and how to best manage them. [3.0 hours]

Improving Shared Drives and Filing Systems

This class provides an overview of files management, characteristics of good filing systems, common filing problems, and a six-step program to improving your paper filing system. The course offers strategies and best practices for managing shared drives and developing email file plans. [3.0 hours]

Training Location

Classes will be held in the Lorenzo de Zavala State Archives and Library Building, 1201 Brazos St., Austin, TX 78701.

Registration & Pricing

Each class is $15 per person.

Your government will be billed after the training. We do not accept prepayment or payment by credit card.

To register, please submit a Training Registration Form.

Once submitted, you should receive confirmation via email within 1-3 days. If you do not receive a confirmation email, please contact us at slrminfo@tsl.texas.gov.

Cancellation Information

If you wish to cancel your registration, please submit in writing by June 15, 2015. Please include your name, government, training event, and contact information in the letter. Failure to do so will result in your government being billed for the unattended training. You may send your letter via email to slrminfo@tsl.texas.gov or fax to (512) 936-2306 Attn: RMA.


Regional Trainings

The Records Management Assistance Unit can provide in-person training around the state.

Classes Available

Lubbock County Regional Records Management Workshop - May 12-13, 2015, 8:30am-4:00pm

Lubbock County is hosting a two day records management workshop. This training will be open to all local governments.

Schedule

Time

Tuesday, May 12

8:30am-4:00pm

Wednesday, May 13

8:30am-4:00pm

8:30am-11:30am   

Introduction to Records Management

Learn why records management is important and required, what constitutes a record, how to ensure you are in compliance and how that benefits your organization, ways to ensure you have an active and continuing program, tips on outsourcing, and valuable resources for you and your records management program. [3.0 hours]

Emergency Preparedness

Learn how to identify, protect, and ensure access to your essential records, the records necessary to continue operations in the event of an emergency. The course will also cover how to prepare, respond to, and recover from a records emergency. [3.0 hours]

11:30am-1:00pm

Lunch Break (on your own)

Lunch Break (on your own)

1:00pm-4:00pm

Managing Electronic Records

Learn how to apply records management principles to electronic records. This course looks at the definition of electronic records, applicable laws and rules, and corresponding best practices. It also discusses email, digital imaging, social media, and how to address the various challenges of these types of e-records and how to best manage them. [3.0 hours]

Improving Shared Drives and Filing Systems

This class provides an overview of files management, characteristics of good filing systems, common filing problems, and a six-step program to improving your paper filing system. The course offers strategies and best practices for managing shared drives and developing email file plans. [3.0 hours]

Training Location

The workshop will be held at:

916 Main St.
2nd Floor Auditorium
Lubbock, TX 79401

Registration & Pricing

Price for the two day workshop is $50 per person, and will be billed to your government after the training. We do not accept prepayment or payment by credit card.

To register, please submit a Training Registration Form. Registration deadline is May 1, 2015.

Once submitted, you should receive confirmation via email within 1-3 days. If you do not receive a confirmation email, please contact us at slrminfo@tsl.texas.gov.

Cancellation Information

If you wish to cancel your registration, please submit in writing by May 6, 2015. Please include your name, government, training event, and contact information in the letter. Failure to do so will result in your government being billed for the unattended training. You may send your letter via email to slrminfo@tsl.texas.gov or fax to (512) 936-2306 Attn: RMA.

For more information about the workshop see this flyer.


Interested in hosting a workshop in your area? Please contact Sarah Jacobson, Manager, Records Management Assistance Unit, to discuss options. Sarah can be reached at sjacobson@tsl.texas.gov or 512-463-5449.

Page last modified: April 15, 2015
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