Role-based Training for Records Custodians
Role-based training slides for Records Custodians at your Agency, focusing on managing records at the office level and implementing records management policies and procedures, including applying retention schedules, understanding RM staff structure and policy, coordinating with Records Liaisons, and managing storage operations. Customize the training to meet your Agency's specific needs.
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
Role Specific Training: Records Custodian Role: [Insert what your Agency calls these staff] [Office staff who do Records Management at the basic level (program/project/office) in your Agency]
Instructions These slides should be used as a starting point for building role based training for Records Custodians at your Agency. NARA defines Records Custodians as: Office staff who do Records Management at the first stage of the records lifecycle (program/project/office) in your Agency. If your Agency has another term for this group, replace the term Records Custodians 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 Formally designated as responsible for records management at the agency/department level 1 Records Liaisons These staff manage records at the Division level. 2 . Records Custodians 3 Office staff who do Records Management at the first stage of the records lifecycle (program/project/office) in your Agency
The Records Custodian Manages records at the office level and is the base for implementing records management policies and procedures by: 1. Applying a records/retention schedule Records Custodians 1. Understanding the agency RM staff structure 1. Knowing and understanding Agency RM policy and guidance. 1. Coordinating with Records Liaisons 1. Understanding and implementing records storage operations regardless of record format Almost always - an other duty as assigned
Role: [Insert what your Agency calls these staff] [Office staff who do Records Management at the lowest level (program/project/office) in your Agency] NARA calls these staff Records Custodians [Add Agency specific info on the role and responsibilities of Records Custodians at your agency] These staff manage records at the office level. These are usually not the admin staff s regular duties. [Add links to any documents specific to Records Custodians]
Role specific training for Records Custodians should include: For more information please contact your Records Liaison and/or your Agency Records officer (ARO). ( Records Custodians should be able to) 1. Applying a records/retention schedule 1. Understand the agency RM staff structure 1. Know and understand Agency RM policy and guidance. 1. Coordinating with Records Liaisons 1. Understand records storage operations regardless of record format.
Suggested NARA Training for Records Custodians 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 Custodians What's the difference between a records inventory, a records schedule, and a file plan? What is a Records Lifecycle? What are Temporary Records? Recognizing Records, Non-records, and Personal Files Finding Your Records Control Schedules on NARA's Website What are Permanent Records? What is a Records Inventory? What is a Records Schedule? These items are linked from NARA s RM Training webpage : https://www.archives.gov/records-mgmt What is a file plan? For additional training, Records Custodians should view Level One material on the web site.
