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
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| Code | Title | Description | Item Type | Date Updated |
| Create Transfer Request | ||||
Additional Resources |
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| 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 |