Records Management Annual Records Training - 2023

Registration

All training sessions below will be held over Teams. To register for any of the trainings please send an email to the provided link and include your name, agency, position related to RM, and name and date of program you are registering for. A training link will be forwarded to you at a later date. Any questions can be directed to Records Management.

Training 1: Records Retentions, Dispositions and Writing Schedules and Amendments

Audience:  Records Officers
Instructors:  Felicia Kennedy and Tiffany Tattan-Awley, RM Analysts
Workshop type:  Teams presentation
Dates and Times:    April 4 (Tuesday) 10:00-11:30 (Registration deadline: March 28) OR April 13 (Thursday) 1:00-2:30 (Registration deadline:  April 6)

This workshop is designed for those who have a basic knowledge of the Records Management process but still would like a better understanding of how to determine retentions for their records and whether their records should be archival or destroy once they have met their retention time. Recommended for any agency needing to develop records retention schedules for the first time; or those needing to review/revise their schedules; or for those agencies which have been restructured and will be doing major records updates. This workshop will include basic overview of inventory methods and how to complete the records retention schedule forms used by the Maine State Archives.

NOTE: This webinar will provide a basic overview of what is described above. If any agency needs step-by-step guidance with schedule revisions or setting up their schedules and inventory forms, please contact Records Management. We are available to work with agency Records Officers on a one-on-one basis.

Register for this workshop at recordsmanagement.archives@maine.gov.  Provide your name, agency, position related to RM, and name and date of program you are registering for.

Training 2: State Records Center – Transfer and Retrieval of Records

Audience:  Records Officers and Assistants (or additional agency cardholders)
Instructors:  Isa Melvin, Records Center Supervisor and Tiffany Tattan-Awley, RM Analyst
Workshop Type:  Teams presentation
Dates and Times:    April 6 (Thursday) 10-11:30 (Registration deadline:  March 30) OR April 12 (Wednesday) 1:00-2:30 (Registration deadline:  April 5)

Components:

  • Archival vs. Retention Records
  • Knowing how/when to send records
  • Packing boxes correctly
  • Transfer and Retrieval of Records
  • Filling out forms
  • Disposition notices
  • Other helpful “dos and don’ts”

Register for this workshop at recordscenter.archives@maine.gov.  Provide your name, agency, position related to RM, and name and date of program you are registering for.

Training 3: State General Schedules – Overview and Implementation

Audience:  All state employees (recommended for Records Officers and Assistants)
Instructor:  Felicia Kennedy, Management Analyst
Workshop type:  Teams presentation
Dates and Times:    April 18 (Tuesday) 1:00-2:30 (Registration deadline:  April 11) OR April 27 (Thursday) 10:00-11:30 (Registration deadline:  April 20)

Components:

  • Overview of State General Schedules
  • How State GS should be used by agencies
  • Description of General Schedules 1-9
  • What to do with records covered by the State GS

Register for this workshop at recordsmanagement.archives@maine.gov.  Provide your name, agency, position related to RM, and name and date of program you are registering for.

Additional Training is Available on our Website

Records Management Basic Principles for State Employees
Audience: State Employees who have not taken any records training and would like a basic understanding of the State records they are creating regularly.

Records Management Training for Records Officers and Assistants
Audience:  Records Managers (Officers and Assistants), or those who will be designated as such.

Managing Electronic Records
This training document gives information on the following: electronic records and retention schedules; email and social media retention; scanning; electronic management systems; standards for electronic management; electronic record planning and preservation; technical aspects; and Maine State Archives programs

NOTE:  Records Management staff is available for agency trainings at any time.  If your agency would like training for their staff, please contact Records Management to set up a training date.