ERA 2.0 Training Materials
Please check back regularly for updates to this site.
Agency User Manual and Guides are available.
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)
- Partial-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 the ERA 2.0 System and logging in
Accessing ERA 2.0 |
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|---|---|---|---|
| Title | Description | Item Type | Date Updated |
| 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.
Scheduling Records |
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|---|---|---|---|
| Title | Description | Item Type | Date Updated |
| Create a Records Schedule | 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 | 9/21/2023 |
| Certify a Records Schedule | 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 |
| Create a New Form Type Records Schedule | 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 |
| Complete the General Information Tab | 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 |
| Review and Update Contact Information | 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 |
| Create and Edit Items | 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 |
| Create and Edit Groups | 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 |
| Upload Attachments | 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 |
| Submit for Certification | 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 |
| 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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|---|---|---|---|
| Title | Description | Item Type | Date Updated |
| Create a Transfer Request | This document is to provide step-by-step guidance on how to create a transfer request in NARA’s Electronic Records Archives (ERA) 2.0 System. | Full-task Job Aid | 9/18/2023 |
| Propose a Transfer Request | This job aid is to provide step-by-step guidance on how to propose a Transfer Request in ERA 2.0. | Full-task Job Aid | 4/5/2023 |
| Propose a Transfer Request NARA's Annual Move | This job aid is to provide step-by-step guidance on how to propose a Transfer Request for NARA's Annual Move. | Full-task Job Aid | 9/21/2023 |
| Create a Transfer Request for Electronic Records |
This job aid provides step-by-step guidance on how to create a Transfer Request for electronic records. |
Full-task Job Aid | 9/6/2023 |
| Create a New Form Type Transfer Request | This job aid is to provide step-by-step guidance on how to generate a new Transfer Request form. | Partial -task Job Aid | 4/5/2023 |
| Complete the General Information Tab Transfer Request | This job aid is to provide step-by-step guidance on how to complete the General Information tab on a Transfer Request. | Partial-task Job Aid | 4/5/2023 |
| Review and Update Contact Information Transfer Request | This job aid is to provide step-by-step guidance on how to review and update contact information on a Transfer Request. | Partial-task Job Aid | 4/5/2023 |
| Upload Attachments Transfer Requests | This job aid is to provide step-by-step guidance on how to upload attachments to a Transfer Request. | Partial-task Job Aid | 4/5/2023 |
| Submit for Agency Approval | This job aid is to provide step-by-step guidance on how to submit a Transfer Request for Agency Approval. | Partial-task Job Aid | 4/5/2023 |
| Review History and Activity Log Transfer Request | This job aid is to provide step-by-step guidance on how to review the History and Activity log on a Transfer Request. | Partial-task Job Aid | 4/5/2023 |
Additional Resources |
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|---|---|---|---|
| Title | Description | Item Type | Date Updated |
| 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 |
| 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 |