The National Archives and Records Administration's (NARA) Records
Management Program, Southwest Region, would like to send out our
Record's Management Training schedule through the rest of the fiscal
year.
These training programs, Basic Records Operations, Knowledge Areas 1-6,
and Electronic Records Management, are vital for Records officers,
liaisons, secretaries, file custodians, and others who maintain records
as part of their jobs in understanding basic how-to's in handling
records of various types to an in-depth knowledge of records management
to managing electronic records throughout the record's lifecycle.
Below is a detailed description of each course offered, their dates, as
well as how to register.
BASIC RECORDS OPERATIONS
-------------------------------------
This course describes what to file, how to file it, and how to remove
files no longer needed for current business. It covers the variety of
activities involved in the maintenance and use, as well as the
disposition, of Federal records. It presents practical how-to's in
handling records of various types.
Outcomes:
By the end of the course, participants will be able to
-Define Federal records and distinguish them from nonrecord materials
and personal papers;
-Reduce unnecessary filing;
-Know basic files management principles to administer office records;
-Inventory records;
-Apply records disposition schedules; your agency's and the General
Records Schedules; and
-Transfer non-current records to records centers
Who should attend?
The target audience for this course is records liaisons, secretaries,
files custodians, and others who maintain records as part of their jobs.
It could be an introduction to records handling or a refresher course.
The course is designed for those needing the task-oriented records
management basics, but who are not planning to complete the Certificate
courses of study or manage a records program.
Length - One day Cost: $150
This course is being offered on:
May 13, 2009 in Fort Worth, TX
July 15, 2009 in Houston, TX
September 9, 2009 in Fort Worth, TX
ELECTRONIC RECORDS MANAGEMENT
---------------------------------------------
The course is designed to provide the skills and knowledge needed to
manage electronic records throughout the records lifecycle, and to take
steps required to transition from a paper to an electronic records
environment.
Outcomes
On completion of the Electronic Records Management course, participants
will be able to:
Define key terms related to electronic records management
-Describe the advantages and limitation of electronic records
-Identify laws, regulations and legal policies and practices that
impact electronic recordkeeping requirements in the Federal agency
-Recognize the necessity of involving Information Technology (IT)
professionals in records management
-Identify recordkeeping requirements for electronic records
-Describe the characteristics of electronic records to consider when
determining scheduling and disposition instructions
-Develop policies and procedures for managing e-records
-Build recordkeeping functionality into electronic systems
Who Should Attend?
The course is designed for anyone who has basic records management
experience, but is less familiar with electronic recordkeeping; and is
responsible for developing or updating agency records schedules, or
whose work involves developing records retention requirements for
electronic records and information systems. It is not intended to be a
general introduction to Records Management.
Length: 2 days Cost: $300
This course is being offered on:
July 16-17, 2009 in Houston, TX
KNOWLEDGE AREAS 2-6 (KA)
----------------------------------
You may take all KA's 2-6 at one time, September 15-25, 2009, in Fort
Worth, TX to receive NARA's Certification or take each KA individually.
We are also exploring the possibility of conducting this training in El
Paso, Texas. Please let us know your level of interest.
Knowledge Area 2 (KA2)
----------------------------
Creating and Maintaining Agency Business Information
What are Federal records management requirements, why are they
important, and how are they applied to agency records? This course
focuses on the development and implementation of polices and procedures
for adequate and proper documentation of agency business. It
demonstrates how record- keeping requirements for creating and
maintaining records can improve the economy and efficiency of agency
operations.
Outcomes
By the end of the course, participants will be able to:
-Identify Federal records and how they are used to document and sup-
port the business process;
-Determine the recordkeeping requirements-for paper and electronic
records-that ensure adequate and proper documentation of agency business
operations;
-Gather information about records as a basis for efficient filing and
storage solutions;
-Maintain the records specific to your agency's program including those
created by e-mail, word processing, and imaging systems; and
-Identify the strategies and challenges for satisfying recordkeeping
requirements in electronic records management systems.
Who should attend?
Anyone involved with the development or implementation of a records
system, whether using traditional paper filing methods or electronic
document/records management applications. The course is recommended as a
prerequisite for KA 3 and KA 4.
Length - 2 days Cost: $300
*This course is required for obtaining NARA's Certification of Federal
Records Management Training.*
This course is being offered on:
September 15-16, 2009 in Fort Worth, TX
**This is part of a KA 2-6 Course set in order to receive NARA'S
Certification of Federal Records Management Training**
Knowledge Area 3 (KA3)
----------------------------
Records Scheduling
What do you do with information and records that you no longer need for
business purposes? How you schedule your records determines the basis
for meeting your agency's operating, fiscal, and legal needs. This
course includes the legal requirements and practical advantages in
scheduling records as well as the disposition practices necessary to
meet an agency's business needs and NARA's recordkeeping requirements.
Outcomes
By the end of the course, participants will be able to:
-Perform a business and records analysis to determine information needs
and identify risks associated with records disposition;
-Gather information about records as a basis for preparing a records
schedule;
-Apply the General Records Schedule to appropriate administrative
records;
-Develop disposition instructions for records, in all media, based on
agency business needs, accountability, legal issues and archival value;
and
-Know the steps in obtaining internal and external approvals of the
Standard Form 115 (SF 115), which is used to schedule records.
Who should attend?
Anyone responsible for developing or updating agency records schedules
or whose work is associated with developing records retention
requirements for records and information systems. KA 2 is a recommended
prerequisite.
Length - 2 days Cost: $300
*This course is required for obtaining NARA's Certification of Federal
Records Management Training.*
This course is being offered on:
September 21-22, 2009 in Fort Worth, TX
**This is part of a KA 2-6 Course set in order to receive NARA'S
Certification of Federal Records Management Training**
Knowledge Area 4 (KA4)
----------------------------
Records Schedule Implementation
How do you ensure the proper disposition of your agency's records? This
course provides an overview of how to apply the General Records
Schedules and other NARA-approved records schedules to Federal records.
It covers the key elements of a records disposition program, including
the destruction of temporary records, the transfer of records to
off-site storage, and the transfer of permanent records to the National
Archives.
Outcomes:
By the end of the course, participants will be able to:
-Interpret disposition instructions from many types of records
schedules;
-Determine when and how to transfer records to off-site storage;
-Maintain intellectual control over records stored off-site;
-Ensure the proper disposal of temporary records; and
-Transfer permanent records to the National Archives.
Who should attend?
Anyone responsible for creation, maintenance and use, and disposition
of agency business records, particularly staff who transfer records to
records centers or the National Archives.
Length - 2 days Cost: $300
*This course is required for obtaining NARA's Certification of Federal
Records Management Training.*
This course is being offered on:
September 17-18, 2009 in Fort Worth, TX
**This is part of a KA 2-6 Course set in order to receive NARA'S
Certification of Federal Records Management Training**
Knowledge Area 5 (KA5)
----------------------------
Asset and Risk Management
Are records valuable assets to your agency business process? Of course!
How you manage your assets by applying appropriate records management
procedures is a critical task in any organization. This course covers
the fundamentals of risk management and cost benefit analysis and how
they relate to maintaining a viable records management program. The
course raises awareness of risk situations and provides managers with
the decision-making tools they need to address current and future
program needs.
Outcomes:
By the end of the course, participants will be able to:
-Understand the key concepts of analyzing and managing the risk to
agency assets (records);
-Identify and assess records management risks within your agency's
programs;
-Prioritize risks and develop mitigation strategies; and
-Identify resources, including the use of NARA services, to develop a
risk management program.
Who should attend?
Anyone responsible for managing, operating, or evaluating agency
programs, particularly agency records management programs, and staff
responsible for developing policies that involve these programs.
Length - 2 days Cost: $300
*This course is required for obtaining NARA's Certification of Federal
Records Management Training.*
This course is being offered on:
September 23-24, 2009 in Fort Worth, TX
**This is part of a KA 2-6 Course set in order to receive NARA'S
Certification of Federal Records Management Training**
Knowledge Area 6 (KA6)
----------------------------
Records Management Program Development
How effective is your agency's Records Management Program? This course
covers the concepts and practices involved in developing a successful
records management program and subsequent evaluations. You will learn
how to market and promote your program, including the development of a
training program for all levels of agency staff.
Outcomes:
By the end of the course, participants will be able to:
-Evaluate current recordkeeping practices within your Federal agency;
-Analyze need for using external resources to assist with your agency;
-Market and promote an agency's records management program;
-Establish an effective training program for all levels of personnel;
and
-Protect records from unauthorized destruction and alienation.
Who should attend?
Anyone responsible for managing, operating, or evaluating records
management programs and those involved in the development of records
management training for agency staff.
Length - 1 day Cost: $150
*This course is required for obtaining NARA's Certification of Federal
Records Management Training.*
This course is being offered on:
September 25, 2009 in Fort Worth, TX
**This is part of a KA 2-6 Course set in order to receive NARA'S
Certification of Federal Records Management Training**
If you have further questions, would like further information regarding
any of these training programs,or would like to register to attend
please contact either John Garza at 817 817-831-5919 or
[log in to unmask], or Sheavon Warner at 817-831-5631 or
[log in to unmask]
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