Role-Based Training for Agency-Specific Mission Specialists

Tailor role-based training for your agency's specialized workforce by customizing Records Management roles and responsibilities for Mission Specialists. Enhance their knowledge in Records Retention, File Plans, Records Series, and contact with RM staff. Incorporate Agency-specific information to meet the needs of your program effectively.

• Role-Based Training
• Records Management
• Mission Specialists
• Agency-specific
• Customized Training

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Uploaded on Aug 14, 2024 | 0 Views

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1. Mission Specialists

2. Instructions These slides should be used as a starting point for building role based training for Mission Specialists at your Agency. NARA defines Mission Specialists as: Each set of employees who has a specific mission at your agency and have their own set of Records Management roles and responsibilities outlined for them. Replace the the term Mission Specialist with your Agency specific term for this group. 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.

3. Role: [Insert Mission Specialist Job title] Each set of employees who do a specific mission at your agency should have their own set of Records Management roles and responsibilities outlined for them. These groups may have specific training needs. For additional training on your specific RM responsibilities, contact [Insert your Agency's Records Officer s contact information] These groups have records that specifically apply to them. Example: Lawyers IT Staff Engineers Doctors Historians Budget analysts Scientists

4. Training Mission Specialists should include: Training for these Mission Specialists should include: These mission specialists should be able to: Know where to find, read and apply a Records Retention Schedule for their agency Read and apply a file plan Know and collate items into Records Series Know who is in the RM staff at their agency and how to contact them. Awareness of their RM responsibilities and how it applies to them. Include agency/job specific Records Management Information here: Application of the records/retention schedule that covers their particular function Application of the office s files plans and any classification issues surrounding their records Knowledge of what goes into a Records Series / Agency specific information Appropriate RM staff contact info for additional guidance.

5. Suggested NARA Training for Mission Specialists The following items are recommended training for Mission Specialists. 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/training

6. Suggested NARA training for Mission Specialists Metadata What is a Records Lifecycle? What is a Records Inventory? Calculating Disposition Dates What is a Records Schedule? Transfer Records to Off-Site Storage What is a file plan? Create a Box List for Records Transfer What's the difference between a records inventory, a records schedule, and a file plan? Safeguarding Frozen Records These items are linked from NARA s RM Training webpage : https://www.archives.gov/records-mgm Recognizing Records, Non-records, and Personal Files Mission Specialists should view Level One and Two material on the web site. Separating Files for Filing