Examples of Agency Policies, Procedures, and Internal Training Materials

These examples of training materials are provided as an informational resource for those working in the records and information management fields in Washington State.

Disclaimer: Inclusion on this list does not necessarily imply approval or endorsement by Washington State Archives.

Click to expand each topic...

Disaster Preparedness / Essential Records...

• About Essential Records Training - Department of Social and Health Services (Dec 2020)
• Building an Essential Records Proctection Plan Training - Department of Social and Health Services (Dec 2020)

Electronic Records (General)...

• Acceptable Use Policy Template - Department of Health (Word)
• MRSC's Electronic Records Policy Toolkit (external link)

Email Cleanup...

• Instructions on Emptying Outlook Deleted Items Folder - Office of the Secretary of State (Dec 2019)
• Instructions on Searching Across Outlook Email Inbox Folders - Office of the Secretary of State (Dec 2019)
• List of Search Words for Email Clean Ups - Office of the Secretary of State (Dec 2019)

Leaving Employees / Offboarding...

• Offboarding - Exchange Online Checklist - Department of Fish and Wildlife (2022) (Word)
• Offboarding - Local Data Checklist - Department of Fish and Wildlife (2022) (Word)
• Offboarding - Miscellaneous O365 Data Checklist - Department of Fish and Wildlife (2022) (Word)
• Offboarding - OneDrive Checklist - Department of Fish and Wildlife (2022) (Word)
• Offboarding - Paper and Phyiscal Records - Department of Fish and Wildlife (2022) (Word)
• Offboarding - Procedures - Department of Fish and Wildlife (2022) (PDF)
• When Someone Leaves - Department of Social and Health Services (2012) (Word)

New Employee Orientation...

• Public Disclosure Training - New Employee Orientation - Military Department (2021) (PowerPoint)
• Public Records Management Training - New Employee Orientation - Military Department (PDF)
• RM - New Employee Orientation - Military Department (Mar 2022)
• Sample New Employee Introduction Email - Office of the Secretary of State (Dec 2019)

Promoting Records and Information Management (RIM)...

• Inside DSHS Articles (Promoting Archives Month) - Department of Social and Health Services (Oct 2020)

Public Records Requests / Disclosure (chapter 42.56 RCW)...

• Public Disclosure Training - New Employee Orientation - Military Department (2021) (PowerPoint)
• Public Records Disclosure Policy - Military Department (Oct 2018) (PDF)

Records Management (General)...

• Public Records Management Policy - Military Department (Aug 2018) (PDF)
• Public Records Management Policy - Department of Labor and Industries (Dec 2021) (PDF)
• Records Coordinator Training PowerPoint Slides - Department of Socal and Health Services (Nov 2020)
• RM101 Training - Department of Social and Health Services (Dec 2020)
• Transitory Records Cheat Sheet - Office of the Secretary of State (Mar 2020)