Did you watch a live (remote) presentation from us in 2021? If you did, this was the one! This webinar is an abbreviated mashup of our traditional in-person classes for local governments: Introduction to Records Management and Managing Electronic Records. Two days condensed to three hours! Learn the basic concepts of records management: legal obligations, definitions, and how to read a retention schedule. This webinar is best for local government Records Management Officers, elected county officials, and other local government employees involved in the management of records.

Presented by Joslyn Ceasar and Anne Poulos, Government Information Analysts, and Michelle Johnson, former Government Information Analyst
Published: November 2021 - Runtime 2 hours 18 min.

View the webinar at Youtube.com

Download:

Records Analysis Exercise - Sample Documents (PDF)​​​

RMB-L presentation slides (PPT)

RMB-L slide notes handout (PDF)

Certificate of completion (PDF) - (Download to your PC, then fill in your name and date completed)

Supplemental materials:

• Records Analysis Exercise - Sample Documents (PDF)​​​
• RMB-L presentation slides (PPT)
• RMB-L slide notes handout (PDF)

    Handouts:  

• How Long to Keep Email - Flowchart (PDF)
• EDRMS and Shared Drives - Benefits and Challenges (PDF)
• Long-term Access Strategies - Benefits and Challenges (PDF)
• Inventory Benefits and Challenges (PDF)
• Is Imaging Right for the Records? (PDF)
• File Naming Best Practices (PDF)
• Sample Disposition Log (DOC)

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