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Records Management Training Sessions - Course Descriptions

These are free training sessions currently offered at different dates and different locations across the state.  There is no charge to attend, but registration is required. 

Please check the training calendar periodically as we update and add sessions.  To register for the session of your choice, please click here.

COURSE DESCRIPTIONS:

RECORDS MANAGEMENT 101

This session is for newcomers to records management, and is also appropriate as a refresher for records veterans.  Presentation will cover the rules and requirements for managing records in accordance with chapter 40.14 RCW  - Preservation and Destruction of Public Records.  Topics include: 

  • Core fundamentals of records management
  • Terms and definitions commonly used in records management
  • What a records retention schedule is
  • How to implement and apply retention schedules to your agency records

ELECTRONIC RECORDS MANAGEMENT 1.0

This session serves as an introduction to electronic records for those new to managing records in electronic formats.  Presentation will cover the rules and requirements for electronic records and the fundamental strategies for managing electronic records including emails, databases, websites and social media. Topics include:

  • Definitions and terms common to electronic records, such as metadata and indexing
  • Imaging systems and “scanning and tossing” requirements
  • Considerations when utilizing cloud computing

ELECTRONIC RECORDS MANAGEMENT 2.0

This session builds upon the strategies introduced in Electronic Records Management 1.0 and goes to the next level for electronic records, including  planning and strategizes for managing your electronic records into the future.  Topics include:

  • What to look for in a recordkeeping system
  • Planning a successful implementation
  • Data migration
  • Mobility and emerging technologies

TRANSFERRING RECORDS TO THE ARCHIVES

This session covers the appraisal and transfer process for an agency’s archival records.  Topics include how to identify and organize archival records, and the steps and forms necessary to successfully transfer these records, whether paper-based or digital, to Washington State Archives.

DISASTER PREPAREDNESS - "DON'T GET SOAKED"

This session provides key concepts and strategies for disaster preparedness to protect essential agency records, mitigate damage, and facilitate recovery.  Topics include:

  • How to prepare appropriately for a records disaster, whether natural or man-made
  • Real-life case studies
  • Recovery strategies and solutions

RM UPDATES -WHAT HAPPENED? CHANGES TO LOCAL GOVERNMENT RETENTION SCHEDULES

This session brings updates to the continuing efforts to improve local government records retention schedules.  This session in particular presents the new CORE version 3.0 and what happened to the former the Local Government General Records Retention Schedule (LGGRRS) and other updates to the local government schedules.
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