In this installment of our series on the new Guide to Inventorying, Scheduling, and Disposition of Federal Records (ISD) we explore the appraisal process. For more information see the section NARA Appraisal and Approval in the ISD. Agencies may only use schedules approved by NARA. Your agency’s role in the scheduling process does not end … Continue reading Why does NARA ask for so much information during the appraisal process?
Tag: guidance
New Scheduling Guidance
In this installment of our series on the new Guide to Inventorying, Scheduling, and Disposition of Federal Records (ISD) we want to highlight two new guides for scheduling records. Best Practices for Role-Based Scheduling: Role-based scheduling is where the position or role of an individual is a factor in determining the disposition of records. The … Continue reading New Scheduling Guidance
Aggregate Item Schedules: Big Buckets and Beyond
In this installment of our series on the new Guide to Inventorying, Scheduling, and Disposition of Federal Records (ISD) we are taking a closer look at aggregate item schedules, a new term that includes Big Bucket and functional schedules. For more information see the Guide to Aggregate Item Schedules. What is an aggregate item? An … Continue reading Aggregate Item Schedules: Big Buckets and Beyond
Scheduling Records
In this installment of our series on the new Guide to Inventorying, Scheduling, and Disposition of Federal Records (ISD) we define what a record schedule is and how to develop one for submission to NARA. For more information see the section Scheduling Records in the ISD. What is a record schedule? A record schedule is … Continue reading Scheduling Records
The Value of Record Inventories
In this installment of our series on the new Guide to Inventorying, Scheduling, and Disposition of Federal Records (ISD) we are focusing on record inventories. For more information see the section Knowing Your Records in the ISD. What is a records inventory? A records inventory is a descriptive listing of records or systems your agency … Continue reading The Value of Record Inventories
Understanding working files and copies as records
In this first installment of our series on the new Guide to Inventorying, Scheduling, and Disposition of Federal Records (ISD) we explain the record status of working files and copies. For more information see the Records Basics section of the ISD. Working files and copies can be challenging to contend with in a digital recordkeeping … Continue reading Understanding working files and copies as records
Announcing the new and improved Guide to Inventorying, Scheduling, and Disposition of Federal Records
NARA is happy to announce an updated resource for records scheduling and appraisal. We have revised the Guide to Inventorying, Scheduling, and Disposition of Federal Records, the handbook on scheduling and appraisal of federal records. The new guide better reflects current practices associated with electronic recordkeeping. It also includes many new job aids to help … Continue reading Announcing the new and improved Guide to Inventorying, Scheduling, and Disposition of Federal Records
Transition Post 3: Managing Electronic Messages and Social Media Accounts
This post in our Presidential transition series highlights the need to manage the electronic messages and social media accounts of political appointees and senior officials as they enter and exit Federal Service. It is important for these officials to keep personal materials separate from official accounts or systems to avoid the laborious and difficult task … Continue reading Transition Post 3: Managing Electronic Messages and Social Media Accounts
Transition Post 2: Entrance and Exit Checklists when Entering and Leaving Federal Service
In this post in our series about Presidential transitions and federal records, we’d like to highlight specific resources created for federal employees entering and exiting Federal Service. It is especially important for incoming and departing political appointees and senior officials to be aware of their records management responsibilities at this time. The Office of the … Continue reading Transition Post 2: Entrance and Exit Checklists when Entering and Leaving Federal Service
Transition Post 1: General Overview and Records Management Resources
In preparation for the 2024 Transition, we will be sharing a series of posts on records management best practices for officials entering and exiting federal service. Every four years the Government enters a time of transition for senior staff across agencies. 1976, November 22 – Rose Garden – The White House – Washington, DC – … Continue reading Transition Post 1: General Overview and Records Management Resources