Role Specific Training Records Custodian Role Insert what

Role Specific Training: Records Custodian Role: [Insert what your Agency calls these staff] [Office staff who do Records Management at the basic level (program/project/office) in your Agency]

Instructions These slides should be used as a starting point for building role based training for Records Custodians at your Agency. NARA defines Records Custodians as: Office staff who do Records Management at the first stage of the records lifecycle (program/project/office) in your Agency. If your Agency has another term for this group, replace the term Records Custodians with your Agency specific term. Follow the instructions in brackets throughout the course, add your Agency template, and customize it to meet the needs of your Agency records management program. No approval is needed from NARA to customize and implement this training.

Staff responsible for Records Management Agency/Department 1 Records Officer Formally designated as responsible for records management at the agency/department level 3 Records Custodians Records Liaisons These staff manage records at the Division level. 2 . Office staff who do Records Management at the first stage of the records lifecycle (program/project/office) in your Agency

The Records Custodian Manages records at the office level and is the base for implementing records management policies and procedures by: 1. Applying a records/retention schedule 1. Understanding the agency RM staff structure 1. Knowing and understanding Agency RM policy and guidance. 1. Coordinating with Records Liaisons 1. Understanding and implementing records storage operations regardless of record format Records Custodians Almost always - an ‘other duty as assigned’

Role: [Insert what your Agency calls these staff] [Office staff who do Records Management at the lowest level (program/project/office) in your Agency] NARA calls these staff “Records Custodians” These staff manage records at the office level. These are usually not the admin staff’s regular duties. [Add Agency specific info on the role and responsibilities of Records Custodians at your agency] [Add links to any documents specific to Records Custodians]

Role specific training for Records Custodians should include: ( Records Custodians should be able to) 1. Applying a records/retention schedule 1. Understand the agency RM staff structure 1. Know and understand Agency RM policy and guidance. 1. Coordinating with Records Liaisons 1. Understand records storage operations regardless of record format. For more information please contact your Records Liaison and/or your Agency Records officer (ARO).

Suggested NARA Training for Records Custodians The following items are recommended training for Agency Records Custodians. These items are linked from NARA’s RM Training webpage : https: //www. archives. gov/records-mgmt Additional content with Agency Specific Examples should be added.

Suggested NARA training for Records Custodians What is a Records Lifecycle? What's the difference between a records inventory, a records schedule, and a file plan? What are Temporary Records? Recognizing Records, Non-records, and Personal Files What are Permanent Records? Finding Your Records Control Schedules on NARA's Website What is a Records Inventory? What is a Records Schedule? What is a file plan? These items are linked from NARA’s RM Training webpage : https: //www. archives. gov/records-mgmt For additional training, Records Custodians should view Level One material on the web site.