Role-Based Training for Records Liaisons
Utilize these slides to develop role-based training for Records Liaisons at your agency, as defined by NARA. Customize the content to suit your agency's specific needs in records management. No approval is required from NARA for customization. The training covers the responsibilities of Records Liaisons, specific roles, and suggested NARA training for Records Custodians. Ensure staff are trained in records management practices and compliance with agency policies.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. Download presentation by click this link. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
E N D
Presentation Transcript
Instructions These slides should be used as a starting point for building role based training for Records Liaisons at your Agency. NARA defines Records Liaisons as: Staff who manage records at the division level (intermediate program/project/ Division/Unit) in your Agency. If your Agency has another term for this group, replace the term Records Liaisons with your Agency specific term. Follow the instructions in brackets throughout the course, add your Agency template, and customize it to meet the needs of your Agency records management program. No approval is needed from NARA to customize and implement this training.
Staff responsible for Records Management Agency/Department Records Officer 1 Records Liaisons Staff who manage records at the division level (intermediate program/project/ Division/Unit) in your Agency 2 Records Custodians 3 . Office staff who do Records Management at the first stage of the records lifecycle (program/project/office) in your Agency
Role: [Insert what your Agency calls these staff] [Staff who manage records at the division level (intermediate program/project/ Division/Unit) in your Agency] NARA calls these staff Records Liaisons For more information please contact your ARO. These staff manage records at the Division level. These are usually not admin staff s regular duties. [Add Agency specific info on the role and responsibilities of Records Liaisons at your agency] [Add links to any documents specific to Records Liaisons]
Role specific training for Records Liaisons should include: 1. 2. Applying a records/retention schedule Know and understand Agency RM policy and guidance/ evaluate implementation Control of share drives (If assigned) How to complete a records inventory (regardless of format) How to create file plans (regardless of format) Communicate/Coordinate with Agency Records Officer Be familiar with NARA RM regs Conduct RM training for Agency staff 3. 4. 5. 6. 7. 8.
Suggested NARA Training for Records Liaisons The following items are recommended training for Agency Records Custodians. Additional content with Agency Specific Examples should be added. These items are linked from NARA s RM Training webpage : https://www.archives.gov/records-mgmt
Suggested NARA training for Records Liaisons Identifying Permanent Records Eligible for Direct Transfer to NARA Managing a Shared Drive Implementing Updates to Records Schedules Maintaining an Essential Records Inventory Identifying Unscheduled Records Coordinating Disposition of Temporary Records These items are linked from NARA s RM Training webpage : https://www.archives.gov/records-mgm Coordinating the Secure Destruction of Temporary Records and Non-Records Transferring Records to NARA Via the Annual Move Records Liaisons should view Level Two material on the web site.
