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 Replace Information in () & underlined with Agency Specific Information  Replace Decision Tree & Category/Folder Examples with Agency Developed Ones.

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Presentation on theme: " Replace Information in () & underlined with Agency Specific Information  Replace Decision Tree & Category/Folder Examples with Agency Developed Ones."— Presentation transcript:

1  Replace Information in () & underlined with Agency Specific Information  Replace Decision Tree & Category/Folder Examples with Agency Developed Ones  Update Organization, Folders, Tips & Resources with Agency Specific Information  Delete This Slide

2 (Presenter Name, Title) (Presenter Place of Work/Division Name) (Date)

3  What is it?  Who is responsible?  How is it done?  What’s next?

4  that is organized for efficient retrieval, maintained and disposed of in accordance with an approved Records Retention and Disposition Schedule.  is a record that is sent or received.  Record lifecycle is based on content, NOT on format ( ).  Communication that is subject to the same business, legal, financial & historical requirements of other records.

5  Everyone – it is the law Agency Heads (List Specific Agency Head as Example) Administrators & Administrative Staff (List Specific Staff Names as Example) Managerial & Professional Staff (List Specific Staff Names as Example) General Staff (List Specific Staff Names as Example)  Consequences Violation of the NE Records Management Act  Class III Misdemeanor Impacts State Budgets System Performance Job Performance Litigation

6  Manage Daily & By Content  Use Retention Schedules to Determine the Retention & Disposition  Use Other Tools to Help File Each Sent & Received Record Decision Tree Category/Folder Examples State Archives Guideline  Categorize & Organize in Mandatory Folder System  Dispose of at End of Lifecycle

7  is Just Like Paper – File it ASAP  Don’t Let Your ‘Inbox’ or ‘Sent Items’ Fill Up  is a Desktop Function, so You Are The File Clerk  is a Delivery Medium, NOT a Record Series  CONTENT Determines the Disposition

8  List of Records or Record Series That Determines How Long/Short a Record is Retained & Provides Final Disposition Requirements  Schedules Are Your Only Ongoing Statutory Authority to Dispose of Records  General Schedule General Records for State Agencies  Agency Specific Schedules (List Agency Specific Schedule(s)

9 Decision Tree

10

11

12 (# of Folders) Mandatory Folders User Generated Sub-Folders Every is Categorized and Retained in a Folder (Sent & Received)

13  (List Agency Mandatory Folder Structure, includes Folder Name (Retention Requirement)) – (Description of Records) (Examples)  PERMANENT (State Archives)  LEGAL HOLDS (Release) – Litigation only.

14  (List Items Covered in Agency Tip Sheet)  Example – Subject Line

15  Policies  Audits

16  (Contact Information for Staff Member(s) Conducting Training)

17 QUESTIONS


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