slide: National Archives
Skip navigation. Press enter to return to the slide.
Playback Speed
2
1.75
1.5
1.25
Normal
0.75
0.5
0.25
Zoom to fit
Keyboard shortcuts
PREV
NEXT
SUBMIT
Menu
Draft a Records Schedule visited
Draft a Records Schedule
National Archives visited
National Archives
Welcome
Welcome
Why Write a Records Schedule?
Why Write a Records Schedule?
Approved Schedules are Required
Approved Schedules are Required
Review the Basics Quiz
Review the Basics Quiz
Review the Basics Quiz: Question 1
Review the Basics Quiz: Question 1
Review the Basics Quiz: Question 1 Feedback
Review the Basics Quiz: Question 1 Feedback
Review the Basics Quiz: Question 2
Review the Basics Quiz: Question 2
Review the Basics Quiz: Question 2 Feedback
Review the Basics Quiz: Question 2 Feedback
Review the Basics Quiz: Question 3
Review the Basics Quiz: Question 3
Review the Basics Quiz: Question 3 Feedback
Review the Basics Quiz: Question 3 Feedback
Review the Basics Quiz: Question 4
Review the Basics Quiz: Question 4
Review the Basics Quiz: Question 4 Feedback
Review the Basics Quiz: Question 4 Feedback
Review the Basics Quiz: Question 5
Review the Basics Quiz: Question 5
Review the Basics Quiz: Question 5 Feedback
Review the Basics Quiz: Question 5 Feedback
Review the Basics Quiz: Question 6
Review the Basics Quiz: Question 6
Review the Basics Quiz: Question 6 Feedback
Review the Basics Quiz: Question 6 Feedback
Review the Basics Quiz: Question 7
Review the Basics Quiz: Question 7
Review the Basics Quiz: Question 7 Feedback
Review the Basics Quiz: Question 7 Feedback
Review the Basics Quiz: Question 8
Review the Basics Quiz: Question 8
Review the Basics Quiz: Question 8 Feedback
Review the Basics Quiz: Question 8 Feedback
Steps for Drafting a Records Schedule
Steps for Drafting a Records Schedule
Review the Process in Detail
Review the Process in Detail
Potential New Series Introduction
Potential New Series Introduction
Potential New Series
Potential New Series
Potential New Series
Potential New Series
Potential New Series Example 2
Potential New Series Example 2
Potential New Series Example 2 Question
Potential New Series Example 2 Question
Check Your Knowledge: Question 1
Check Your Knowledge: Question 1
Potential New Series Example 3
Potential New Series Example 3
Potential New Series Example 3 - Question
Potential New Series Example 3 - Question
Potential New Series Example 3 - Feedback
Potential New Series Example 3 - Feedback
Step 2: Collect Information about the Records
Step 2: Collect Information about the Records
Questions to Ask about the Series
Questions to Ask about the Series
Connections to Other Agencies
Connections to Other Agencies
Connections to Other Agencies - Feedback
Connections to Other Agencies - Feedback
Step 3: Complete the Schedule
Step 3: Complete the Schedule
Drafting a Series Title
Drafting a Series Title
Sample Series Description
Sample Series Description
Sample Series Cutoffs
Sample Series Cutoffs
Sample Series Retention Period
Sample Series Retention Period
Flexible Retention
Flexible Retention
Check Your Knowledge: Question 2
Check Your Knowledge: Question 2
Check Your Knowledge: Question 3
Check Your Knowledge: Question 3
Check Your Knowledge: Question 4
Check Your Knowledge: Question 4
Sample Series Cutoffs
Sample Series Cutoffs
Check Your Knowledge: Question 5
Check Your Knowledge: Question 5
Check Your Knowledge: Question 6
Check Your Knowledge: Question 6
Contingent Disposition
Contingent Disposition
Check Your Knowledge: Question 7
Check Your Knowledge: Question 7
Media-Neutral vs Media Specific Disposition
Media-Neutral vs Media Specific Disposition
Completing the Schedule
Completing the Schedule
Temporary Records
Temporary Records
Permanent Records
Permanent Records
Propose Retention and Transfer Instructions
Propose Retention and Transfer Instructions
Proposing Early Legal Transfer
Proposing Early Legal Transfer
Sample Review Schedule 1
Sample Review Schedule 1
Sample Review Schedule 2
Sample Review Schedule 2
Sample Review Schedule 3
Sample Review Schedule 3
Sample Review Schedule 4
Sample Review Schedule 4
Schedule Items for Electronic Systems
Schedule Items for Electronic Systems
Sample Review Schedule 5
Sample Review Schedule 5
Sample Review Schedule 5 (Continued)
Sample Review Schedule 5 (Continued)
GRS 5.2, Item 020 - Intermediary Records
GRS 5.2, Item 020 - Intermediary Records
Schedules for Special Media
Schedules for Special Media
Previously Approved Items that Need Revision
Previously Approved Items that Need Revision
New or Revised GRS and Notifications
New or Revised GRS and Notifications
Step 4: Obtain Internal Approvals
Step 4: Obtain Internal Approvals
Schedules for SpecObtaining Internal Approvals of the Draft Scheduleal Media
Schedules for SpecObtaining Internal Approvals of the Draft Scheduleal Media
Preparing to Submit the Draft Schedule to NARA
Preparing to Submit the Draft Schedule to NARA
Schedules Requiring both NARA and GAO Approval
Schedules Requiring both NARA and GAO Approval
Step 5: Submit Draft Schedule to NARA
Step 5: Submit Draft Schedule to NARA
Schedules Requiring both NARA and GAO Approval
Schedules Requiring both NARA and GAO Approval
Submitting a Classified Records Schedule
Submitting a Classified Records Schedule
What Happens Next?
What Happens Next?
Practice
Practice
Steps for Drafting a Records Schedule
Steps for Drafting a Records Schedule
Practice: Question 1
Practice: Question 1
Practice: Question 8
Practice: Question 8
Practice: Question 9
Practice: Question 9
Practice: Question 10
Practice: Question 10
Practice: Question 11
Practice: Question 11
Practice: Question 12
Practice: Question 12
Practice: Question 13
Practice: Question 13
Practice: Question 14
Practice: Question 14
Practice: Question 15
Practice: Question 15
Practice: Question 16
Practice: Question 16
Practice: Question 17
Practice: Question 17
Practice: Assignment Submission 1
Practice: Assignment Submission 1
Practice: Assignment Submission 2
Practice: Assignment Submission 2
Practice: Question 2
Practice: Question 2
Practice: Question 3
Practice: Question 3
Practice: Question 4
Practice: Question 4
Practice: Question 5
Practice: Question 5
Practice: Question 6
Practice: Question 6
Practice: Question 7
Practice: Question 7
Wrap-up
Wrap-up
Completion Certificate
Completion Certificate
Resources
doc
Draft a Records Schedule Job Aid
pdf
Media Specific Schedule Example
doc
Activity Records Inventory Forms
pdf
FEC Schedule DAA-0339-2017-0001
pdf
FEC Schedule DAA-0339-2018-0001
pdf
FEC Schedule DAA-0339-2018-0002
pdf
GRS 02.4
pdf
GRS 06.2
pdf
GRS 06.6
doc
Practice Assignment 1 Worksheet
doc
Practice Assignment 1 Answer Key
doc
Practice Assignment 2 Worksheet
Transcript
You are offline. Trying to reconnect...