Records Management Job Aids
This page contains job aids that may be downloaded from this page. Select the title of the file to download it.
| Code | Title | Description | Date Updated |
|---|---|---|---|
| JA1.001 | Search For Records For FOIA | This short job aid will walk you through the basic process records managers and others follow when searching for records to respond to a Freedom of Information Act (FOIA) request. | 3/8/2021 |
| JA1.002 | RM Terms For FOIA Teams | This tip sheet introduces a series of common records management terms that may be helpful to Freedom of Information Act (FOIA) professionals. | 3/8/2021 |
| JA1.003 | Tip Sheet- RIM and FOIA Working Together | This tip sheet lists key records management and Freedom of Information Act (FOIA) tools which may be helpful to both programs. | 3/8/2021 |
| JA2.001 | Identify Specific Metadata | How to identify specific metadata to manage eRecords | 3/9/2020 |
| JA2.002 | Establish Naming Conventions for Electronic Records | How to establish naming conventions for eRecords | 3/9/2020 |
| JA2.003 | Manage Shared Drives | How to manage shared drives | 3/9/2020 |
| JA2.004 | Implement Local Recordkeeping Systems | How to implement recordkeeping systems | 3/9/2020 |
| JA2.005 | Planning Digitization Projects | How to plan for digitization projects | 3/9/2020 |
| JA2.006 | Implement Updates to Records Schedules | How to update Records Schedules | 10/16/2023 |
| JA2.007 | Identify Unscheduled Records Synthesized | How to identify unscheduled records | 3/9/2020 |
| JA2.008 | Coordinating Disposition and Taking Actions for Temporary Records | How to coordinate and take specific steps for temporary records | 3/9/2020 |
| JA2.009 | Coordinate Secure Destruction of Temporary Records | How to coordinate the secure destruction of temporary records | 3/9/2020 |
| JA2.010 | Oversee Authorized Destruction of Federal Records | How to oversee the authorized destruction of Federal Records | 3/10/2020 |
| JA2.011 | Transfer Records via the Annual Move | How to transfer records during the Annual Move | 3/10/2020 |
| JA2.012 | Transfer Permanent AV Records to NARA | How to transfer permanent AV records to NARA | 3/10/2020 |
| JA2.013 | Use a Permanent Disposition Plan to Transfer Archival Records to NARA using the Direct Offer Process | How to use your disposition plan to transfer records to NARA using the Direct Offer Process | 3/10/2020 |
| JA2.014 | How to Align an ERA Transfer Request and NA-14130 | This job aid will help you ensure that you have collected and provided all the information needed as you transfer classified permanent records to NARA. | 3/14/2022 |