Model: Manage Documentary Material Throughout Lifecycle, Part 2
Project: NARA To-Be
- A-0: Manage Documentary Material Throughout Lifecycle, Part 2 (CONTEXT)
- A0: Manage Documentary Material Throughout Lifecycle
- A2: Ensure Good Records Management in the Federal Government
A211 Identify Need for Agency Assistance
A212 Submit Request for Assistance
A213 Develop Assessment of Need for Assistance
A214 Respond to Need for Agency Assistance
A215 Pursue Follow-up Actions
A22 Advocate Records Issues in Government
A23 Provide Records Management Training
A24 Provide Guidance That Responds to Business Needs
A25 Conduct Inspections and Studies
A26 Provide Records Management Tools & Forms
- A3: Plan, Negotiate and Develop Strategies
A31 Prioritize Need Assessments & Tasks within Assessments
A32 Develop Strategies
A33 Identify Upcoming Issues & Solutions
A34 Negotiate Terms for Processing Federal Records A35 Manage Donations
- A4: Determine Disposition
A41: Use NARA Tools to Suggest Disposition
A411 Provide Mandatory Information about Creator, Function, and Records
A412 Provide Optional Information about Function and Records
A413 Obtain Guidance if Schedule Not Needed
A414 Obtain Guidance to Gather More Information about Records or Seek Assistance
A415 Obtain System Generated Suggested Disposition and Examples of Similar Schedules
A416 Submit Suggested Disposition (System or Creator Suggested)
A42: Evaluate Proposed Disposition
A421 Review for Necessary Information for Permanent Records
A422 Compare Proposed Disposition Against Disposition Standards
A423 Assess Degree of Confidence in Proposed Disposition
A424 Assess Risks Associated with Creator, Records and Disposition
A425 Determine Level of Review Needed for Proposed Disposition
A43: Review Proposed Disposition
A431: NARA Reviews Proposed Disposition
A4311 Gather and Analyze Information
A4312 Prepare Appraisal Report
A4313 Send for Internal NARA Review
A4314 Negotiate with Agency
A4315 Resolve Public Comments
A4316 Provide Concurrence on or Revisions to Proposed Disposition
A432: Agency Reviews Proposed Disposition
A4321 Compare Against Recordkeeping Requirements
A4322 Gather and Provide Assurances
A4323 Negotiate with NARA
A4324 Consult with Stakeholders
A433 Public Reviews Proposed Disposition
A44 Approve Disposition
A45 Review Approved Disposition
- A5: Store Essential Evidence
A51: Accept Physical Custody
A511 Process Request to Transfer
A512 Accept Transfer
A513 Verify Transfer
A52 Manage Lifecycle Data Repository
A53: Manage Template Repository
A531 Register or Accept Deposited Template
A532 Process Queries
A533 Provide Assistance for Template Creation & Modification
A534 Validate Templates
A535 Provide Templates
A54: Store Appropriately
A541 Store Records in Appropriate Location
A542 Retrieve Records from Storage
A55: Dispose of Non-Essential Evidence
A551 Verify Authorization to Destroy Records
A552 Manage Notifications of Pending Destruction
A553 Destroy Records
- A6: Make Essential Evidence Accessible
A61: Assess Need for Processing
A611 Develop Initial Preservation and Access Plan
A612 Determine Validity of Initial Plan
A613 Modify Preservation and Access Plan
A614 Identify Need for Description
A615 Identify Need for Access Review
A616 Identify Need for Other Kinds of Processing
A62: Process Records
A621 Identify Processing Work Flow
A622 Identify Series and Arrangement in Transfer
A623 Create or Enhance Archival Description
A624: Perform Access Review
A6241 Review Records
A6242 Determine Applicable Restrictions
A6243 Refer Equities
A6244 Obtain Presidential Approval
A6245 Release or Withdraw Records
A625 Perform Preservation Processing
A626: Perform Other Kinds of Processing
A6261 Create or Modify Template for Records
A6262 Identify Material to be Destroyed or Transferred
A6263 Make Copies Needed for Archival Functions
A63 Accept Legal Custody
A64: Process Requests
A641 Receive and Evaluate Request
A642 Identify Responsive Records
A643 Verify User Access Rights
A644 Confirm Records are Physically Accessible to User
A645 Submit Request to Retrieve Records
A65: Respond to Request
A651 Provide Records to User
A652 Return Records to Creator
A653 Provide Response to Request
A654 Process Appeals
