Updating STATE Agency Schedules

Intended Audiences...

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

This is a small group workshop (limited to 8 participants) that 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 have items that need changing with their existing records retention schedule to use as examples in the group exercises.