Guidelines & Educational Resources
Looking for a step-by-step plan to improve your records management? The below Records Management Guides and Records Management Regulation focus on specific subjects and steps to help you in your day-to-day management and provide tips, advice, and resources to keep you informed.
Department of State Regulation
This Regulation provides an outline for the required procedures for preparing Records Control Schedules, storing inactive records, records disposal, and the transfer of permanent historical records to the State Archives.
Guidelines – Guidance Documents
Additional Resources for Records Management Planning
- Notice of Intent to Digitize - This form is required for public records digitization projects.
- Digital Preservation Plan Template - This template is required for public records digitization projects for long-term retentions.
- Disaster Plan Template - This template provides essential elements for drafting a disaster preparedness plan.
Online Workshops
These resources are here to share vital concepts relevant to all state and local government employees and offer best practices and records management methods. To view all previously recorded sessions, please visit the Digital Archives .
Records Management 101
This session focuses on how to increase efficiency and organization and best practices for each step of the records management process, including a review of the process and requirements for sending records into inactive storage.
Demystifying Retention Schedules
This workshop breaks down the process and aims to give you the tools to be more efficient, be compliant with the law, and save money by making the most of records retention schedules.
Recognizable Records
This presentation focuses on file naming, structure, and organization for records management. File naming is an essential tool for proper records management that will keep public records in your care identifiable and accessible!
Navigating the Digital Lifecycle
This workshop covers challenges and benefits, the implications of both good and poor management of digital records, and how to combat obsolescence in digital media. It will also help you know your records and keep them organized and under control.
Emergency Preparedness for Records
Significant weather events can put records at risk. This session will provide the best ways to prepare in advance, storage and mitigation tips, and how to maintain intellectual control to limit records loss.