Records Management 101: Basic Concepts in Records Management

Overview of Records Management Laws and Legal Responsibilities

• Concentrated Overview of Regulations and Statues (COReS) for Records Management

   

Overview of Basic Concepts of Records Management

• Records Management Fundamentals

 

What is a Federal Record?

• Federal Record
• Determining a Record Using Flowchart
• Permanent and Temporary Records, Non-Records and Personal Files (Tip Sheets) 

 

What is a Records Schedule?

•  What is a Records Schedule?
• Finding Your Records Control Schedules on NARA's Website   

 

  What is the Difference Between the General Records Schedule (GRS) and an Agency Records Schedule (ARS)?

• The National Archives and Records Administration (NARA) issues General Records Schedules (GRS) that provide disposition authority for common federal records. The GRS covers records documenting administrative or support functions. They typically do not cover records documenting the mission of an agency. Use of the GRS is mandatory. Agencies must use the GRS unless they can justify the use of an agency-specific schedule.
• Each agency has its own unique mission and its own specific programs, and each agency will have records that directly support and document those programs. Those program records, sometimes called mission records, are covered by agency-specific records schedules that are drafted by each agency and reviewed and approved by NARA.

 

  What is a Records Inventory?

•  What is a Records Inventory?
• Records Inventory Data Elements  

 

What is a File Plan?

• Definition of a File Plan
• Difference between a Records Inventory, a Records Schedule and a File Plan?           

 

What is the Records Lifecycle?

• Lifecycle Explained      

 

What Happens if Records have privacy concerns or have some type of legal restriction?

• Identify Privacy Concerns Related to Records Use and Storage 
• Safeguarding Frozen Records