Presentation on theme: " Replace Information in () & underlined with Agency Specific Information Replace Decision Tree & Category/Folder Examples with Agency Developed Ones."— Presentation transcript:
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
(Presenter Name, Title) (Presenter Place of Work/Division Name) (Date)
What is it? Who is responsible? How is it done? What’s next?
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.
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
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
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
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)
(# of Folders) Mandatory Folders User Generated Sub-Folders Every is Categorized and Retained in a Folder (Sent & Received)
(List Agency Mandatory Folder Structure, includes Folder Name (Retention Requirement)) – (Description of Records) (Examples) PERMANENT (State Archives) LEGAL HOLDS (Release) – Litigation only.
(List Items Covered in Agency Tip Sheet) Example – Subject Line
(Contact Information for Staff Member(s) Conducting Training)