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Managing Records

Managing Email Records

  • Can I use email for non-business purposes?
  • How can I ensure that official records and important information in email is accessible?
  • What do I do with trivial and duplicate messages?
  • Are email messages private? Are they secure? Do I have to provide public access to my email?
  • Who is responsible for managing email records?

Identifying Email Records

Identifying which emails are records and which are not can be difficult. Asking yourself the following questions can help you pinpoint email records:

Disaster Planning

  • Revisit your organization’s list of priority collections (vital records) and their locations.
  • Verify your facilities’ layouts, paying attention to evacuation routes and locations of stairs, exit doors, fire hoses, water and CO2 fire extinguishers, emergency lights, alarm pull boxes, sprinkler shut-off valves, and first-aid kits.
  • Hold a planning meeting with staff today.
  • Know what's coming your way. Track the weather. 

Disaster Management

The State Archives can assist you in preparing for disasters in order to safeguard your records. The Archives provides information on emergency preparedness, developing records disaster plans, gathering equipment and materials to protect records, identifying your organization's priority records, and attending disaster planning training. There are also grants available to local governments to assist them in developing disaster management plans.  Visit our Disaster Planning page for more detailed information.

Active Records

While many records management and historical records programs have adequate and efficiently functioning filing systems in place, there are certain situations that warrant a reassessment of files management practices: 

Managing Your Records

The purpose of records management is to ensure proper handling of records throughout the records lifecycle, from creation to final disposition.  You can learn more in our publication, The Records Lifecycle.  Well-developed record management policies and procedures and retention schedules provide the framework for an effective records management program. An efficient records program allows staff to quickly locate, process, and distribute records.

Introduction for Records Managers

Records management officers (RMOs) oversee and administer their state agency’s or local government’s records management program.  They act as the program’s primary advocate and provide assistance and advice to the staff who create, receive, maintain, and use the entity’s records.  RMOs, with the assistance of the State Archives, identify and assess their organization’s records, ensure that staff can easily access documents when needed, and legally dispose of them when they don’t.

Guidelines for Developing Transfer/Container Lists

The container list provides a detailed table of contents for the records you are transferring. Without this list, it will be difficult for the transferring agency, the archives, or a researcher to identify precisely what box or folder is needed. Container lists are especially important for records that are or will be transferred to the Archives.

You know your records the best. Taking the time to create an accurate and thorough list will be sure others can understand what is in them as well.

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