Training Session - Updating State Agency Schedules Workshop

This is a small group workshop (limited to 8 participants) which covers the skills, tools, and knowledge needed to update your agency's records retention schedule.

Group discussions/activities will focus on:

Drafting records series descriptions;
Determining retention periods, cut-offs/triggers, and designations;
Organizing schedules into function/activity groupings;
Formatting the schedule;
Completing the Summary of Changes document; and
Approval process.

Participants are encouraged to bring items that need changing with their existing records retention schedule to use as examples in the group exercises.

Intended Audiences...

State Agency Records Officers and others involved with updating state agency records retention schedules.
This workshop is not relevant for local governments.