Electronic Records Archives (ERA)

ERA 2.0 Training Support Materials

More information including ERA 2.0 training materials created for agencies will be provided prior to the launch date.

About The Materials On This Page

The materials below are designed for users who enter and manage records schedules and transfer requests in ERA 2.0. Users with the following roles will find this training particularly useful: Records Schedulers, Transferring Officials, Certifying Officials, and Approving Officials.

The materials are categorized as follows:

  • Full-task guidance offering step-by-step instructions for completing a full task (e.g., Create a Records Schedule)
  • Sub-task guidance provides step-by-step instructions for a discrete task within a full task (e.g. Create and Edit Items)
  • System demos, i.e., video presentations available on our YouTube site to walk through more complex tasks
  • Additional Resources to assist users in becoming familiar with the interface and workflow

Accessing ERA 2.0

ERA-FTJA-003 Access System & Log in This document is to provide step-by-step guidance on how to get access to and log in to NARA’s Electronic Records Archives (ERA) 2.0 System. Full Task Job Aid 10/24/2022

Scheduling Records in  ERA 2.0  

The ERA Scheduling training materials are designed for users who enter and manage records schedules in ERA.   

         
ERA-FTJA-001 Create a Records Schedule Job Aid This document is to provide step-by-step guidance on how to create a records schedule in NARA’s Electronic Records Archives (ERA) 2.0 System. Full-task Job Aid 1/30/2023
ERA-FTJA-002 Certify a Records Schedule Job Aid This document is to provide step-by-step guidance on how to certify a records schedule in NARA’s Electronic Records Archives (ERA) 2.0 System. Full-task Job Aid 1/30/2023
ERA-PTJA-001 Create a New Form Type Records Schedule Job Aid This document is to provide step-by-step guidance on how to create a new Records Schedule form type in NARA’s Electronic Records Archives (ERA) 2.0 System. Partial-task Job Aid 1/30/2023
ERA-PTJA-002 Complete the General Information Tab Job Aid This document is to provide step-by-step guidance on how to complete the General Information tab n in NARA’s Electronic Records Archives (ERA) 2.0 System. Partial-task Job Aid 1/30/2023
ERA-PTJA-003 Review and Update Contact Information Job Aid This document is to provide step-by-step guidance
on how to review and update contact information in NARA’s Electronic Records Archives (ERA) 2.0 System.
Partial-task Job Aid 1/30/2023
ERA-PTJA-004 Create and Edit Items Job Aid This document is to provide step-by-step guidance
on how to create and edit items in NARA’s Electronic Records Archives (ERA) 2.0 System.
Partial-task Job Aid 1/30/2023
ERA-PTJA-005 Create and Edit Groups Job Aid This document is to provide step-by-step guidance
on how to create and edit groups in NARA’s Electronic Records Archives (ERA) 2.0 System.
Partial-task Job Aid 1/30/2023
ERA-PTJA-006 Upload Attachments Job Aid This document is to provide step-by-step guidance
on how to upload attachments in NARA’s Electronic Records Archives (ERA) 2.0 System.
Partial-task Job Aid 1/30/2023
ERA-PTJA-007 Submit for Certification Job Aid This document is to provide step-by-step guidance
on how to submit for certification in NARA’s Electronic Records Archives (ERA) 2.0 System.
Partial-task Job Aid 1/30/2023
ERA-PTJA-008 Review History & Activity Log This document is to provide step-by-step guidance
on how to review the history and activity logs in NARA’s Electronic Records Archives (ERA) 2.0 System.
Partial-task Job Aid 1/30/2023

 

Transferring Records in  ERA 2.0 

The ERA Transfer training materials are designed for users who create and submit transfer requests in ERA.

Transferring Records

 

Code Title Description Item Type Date Updated
  Create Transfer Request      
         
         

 

Additional Resources

Code Title Description Item Type Date Updated
ERA-V-001 Agency Scheduler Home Page Demo

This video previews the ERA 2.0 Homepage for a user who accesses the system as a Records Scheduler. It walks the user through the various menus and features available from the Homepage and it introduces the ERA 2.0 Dashboard.

Length: 5:24

System Demo 9/7/2022
ERA-V-002 Certifying and Approving Officials Homepage Demo

This video previews the ERA 2.0 Homepage for a user who accesses the system as a Certifying Official. It walks the user through the various menus and features available from the Homepage and it introduces the ERA 2.0 Dashboard.

Length: 6:55

System Demo 9/7/2022
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