Forms and Training Materials

Please copy, post and/or distribute as needed.

All forms are in PDF format, and require the most recent version of Adobe Acrobat to read. If you don't have Acrobat, it can be obtained from the Adobe web site.

On Mac: To save these files, hold down the mouse button on the link and choose "Save this Link As..."

On Windows: Click the link, or right click and select "Save Target As..."

Originals can also be obtained via Hinman Mail from the Records Manager or the Records Analyst.

Document and System Analysis Forms

Filing System Analysis Tool

Document Analysis Tool

Retention and Disposition Policy Documentation

In House Disposition Documentation

Training Materials by Session

Session 1: Records Management in an Office Environment

Session Handouts
Filing System Analysis Tool
Document Analysis Tool
Retention and Disposition Policy Documentation
In House Disposition Documentation
18 Filing Rules (FileMate)

Session 2: Using Records Management Services

Session Handouts
Records Transfer Process
Sending Shredding
Charge Out
How Long Should I keep My Records?
Retention Schedule

Session 3: Vital Records Identification, Protection, and Disaster Recovery

Session Handouts
Risk Assessment Site Survey
Records Classifications
Disaster Recovery Kit Contents
Vital Records Schedule Form
Salvage of Water Damaged Records
Drying Techniques

Session 4: Introduction to Digital Records

Session Handouts

Session 5: Digital Document Management

Session Handouts
The Document Life Cycle: Definitions, Supporting Technologies, and Applications
ECM 101 Poster
Ten Steps to a Successful E-Records Implementation
Glossary of ECM Terms

File Plan Development

Session Handouts
File Plan Worksheet
File Plan Template


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