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
Managing Records on Shared Drives visited
Managing Records on Shared Drives
National Archives visited
National Archives
Welcome locked
Welcome
Why Manage a Shared Drive? locked
Why Manage a Shared Drive?
Knowledge Check: Know your records management terms locked
Knowledge Check: Know your records management terms
Establish and Implement a Policy For locked
Establish and Implement a Policy For
Step 1.1 Read NARA Bulletin 2012-02, 36 CFR 1236.20, and other available source guidance. locked
Step 1.1 Read NARA Bulletin 2012-02, 36 CFR 1236.20, and other available source guidance.
Step 1.2 Bookmark selected guidance as a reference resource to assist in developing policy. locked
Step 1.2 Bookmark selected guidance as a reference resource to assist in developing policy.
Step1.3 Review existing agency guidance and policy, and talk with IT staff who manage the existing shared drive structure. locked
Step1.3 Review existing agency guidance and policy, and talk with IT staff who manage the existing shared drive structure.
Reflection Activity #1 locked
Reflection Activity #1
Subtask 2: Collect information on current shared drives. locked
Subtask 2: Collect information on current shared drives.
Subtask #2 Introduction locked
Subtask #2 Introduction
Step 2.2 Review shared drives to see what types of records they contain and if they are scheduled. locked
Step 2.2 Review shared drives to see what types of records they contain and if they are scheduled.
Step 2.3 Inventory the existing active and inactive shared drives in the agency to determine their location and extent of use. locked
Step 2.3 Inventory the existing active and inactive shared drives in the agency to determine their location and extent of use.
Step 2.4 Interview a cross section of records contacts (e.g., RLOs) and program staff in offices using shared drives. locked
Step 2.4 Interview a cross section of records contacts (e.g., RLOs) and program staff in offices using shared drives.
Step 2.1 Review previous internal records management evaluations of shared drive use. locked
Step 2.1 Review previous internal records management evaluations of shared drive use.
Step 2.5 Review your findings and verify the accuracy of collected data through additional interviews, as needed. locked
Step 2.5 Review your findings and verify the accuracy of collected data through additional interviews, as needed.
Knowledge Check locked
Knowledge Check
Knowledge Check Question 1 locked
Knowledge Check Question 1
Knowledge Check Question 2 locked
Knowledge Check Question 2
Knowledge Check Question 3 locked
Knowledge Check Question 3
Subtask 3: Identify policy components and draft the policy. locked
Subtask 3: Identify policy components and draft the policy.
Identify policy components and draft the policy. locked
Identify policy components and draft the policy.
Identify policy components and draft the policy, Cont. 1 locked
Identify policy components and draft the policy, Cont. 1
Identify policy components and draft the policy, Cont. 2 locked
Identify policy components and draft the policy, Cont. 2
Knowledge Check locked
Knowledge Check
Knowledge Check Question 1 locked
Knowledge Check Question 1
Knowledge Check Question 2 locked
Knowledge Check Question 2
Knowledge Check Question 3 locked
Knowledge Check Question 3
Subtask 4: Submit the draft policy for internal review and approval. locked
Subtask 4: Submit the draft policy for internal review and approval.
Submit the draft policy for internal review and approval. locked
Submit the draft policy for internal review and approval.
Subtask 5: Distribute the approved policy and provide training. locked
Subtask 5: Distribute the approved policy and provide training.
Distribute the policy and provide training. locked
Distribute the policy and provide training.
Subtask 6: Implement the shared drive policy. locked
Subtask 6: Implement the shared drive policy.
Step 6.1 Determine what to do about the existing shared drives in the agency. locked
Step 6.1 Determine what to do about the existing shared drives in the agency.
Reflection Activity #2 locked
Reflection Activity #2
Subtask 7: Update the policy periodically. locked
Subtask 7: Update the policy periodically.
Step 7 locked
Step 7
Lesson Assessment locked
Lesson Assessment
Summary of Lesson Subtasks: locked
Summary of Lesson Subtasks:
Whole Task Practice locked
Whole Task Practice
Closing locked
Closing
Completion Certificate locked
Completion Certificate
Resources
pdf
Shared Drive Policy Template
doc
Organizing Classifying Information
doc
Recommended Practices Managing Electronic Files
doc
12 Tips for Naming Conventions
doc
AgencyX Draft Shared Drive Policy
doc
Labeling Records
doc
AgencyX Current Shared Drive Scenario
Transcript
You are offline. Trying to reconnect...