IARA: County/Local Records Management

Specific to County/Local Government

Publications

County/Local Records Custodian Handbook - A guide to every aspect of managing county/local government records. Replaces (but contains much more than) the Guide to Preservation and Destruction of Local Public Records and Instructions for Holding a County Commission Meeting.
Bulletins and Monthly RM Chat Archive for County/Local Government Offices - Copies of all educational bulletin e-mails sent to County/Local Records Custodians, and links to YouTube videos of each month's RM Chat.

Retention Schedules

Training and Presentations

Records Management for Indiana County and Local Government Offices: Self-paced tutorial which can be played right here on the IARA website for reference, review, or presenting to groups. (If you prefer to use a Screen Reader, the course is also available in MS Word text-only format and PDF text-only format.)
E-Mail Management Tips: Self-paced tutorial which can be played right here on the IARA website for reference, review, or presenting to groups. (If you prefer to use a Screen Reader, the course is also available in MS Word text-only format and PDF text-only format.)
Webinar: How to Use the Notice of Destruction (SF 44905) + Changes to the Process in 2022: Video tutorial on filling out the Notice of Destruction (NOD) and changes that were made to simplify the process in 2022.
Webinar: What Is the County Commission of Public Records?: Video recording on understanding the CCPR and the secretary's duties, including 2 case studies from Elkhart and Dearborn Counties. (March 2023)
Webinar: PR-1 Workshop: Video recording of the changes to the PR-1 form(s). (April 2023)
Webinar: Educational Institutions (ED) Retention Schedule: Video recording of the update and changes to the ED schedule. (May 2023)
- 2023 ED FAQ: This is compilation of frequently asked questions from schools to IARA staff and asked during the training. (December 2023)
Webinar: County/Local General (GEN) Retention Schedule: Video recording of the updates and changes to the GEN schedule. (July 2023)
Webinar: County/Local Surveyors (SU) Retention Schedule: Video recording of the brand-new SU schedule. (August 2023)
Webinar: County/Local Health Department (HD) Retention Schedule: Video recording of the brand-new HD schedule. (September 2023)
- 2023 HD FAQ: This is compilation of frequently asked questions from local health depts. to IARA staff and asked during the training. (December 2023)
Webinar: Critical Records Program - (New for November 2023!)
A collaboration between the entire Records and Information Management team, applying to both state agency and county/local office records. Explains the brand new Critical Records Program and how it relates to all Indiana government offices and their critical records, as well as changes to format requirements for critical and other long-term records. New and updated publications related to the program and format choices are available on our Publications page and also on the IARA homepage under the Publications tab.
Webinar: County/Local Recorder (RE) Retention Schedule: Video recording of the updates and changes to the RE schedule. (New for January 2024!)
Webinar: County/Local Non-Judicial County Clerk (CL) Retention Schedule: Video recording of the updates and changes to the CL schedule. (New for February 2024!)
Webinar: Public Safety Agencies (PSA) Retention Schedule: Video recording of the updates and changes to the PSA schedule. (New as of March 2024!)
Webinar: Electronic Records & County/Local Government Offices: What You Need to Know!: Video recording of the RIM Month webinar. (New as of April 2024!)
Webinar: County/Local General (GEN) Retention Schedule: Video recording of the updates and changes to the GEN schedule.(New as of October 2024!)
Webinar: Township Trustees (TT) Retention Schedule: Video recording of the revised TT schedule. (New as of October 2024!)

Zoning, Planning, Development & Enforcement (LAND) Retention Schedule: Video recording of the revised LAND schedule. (New as of November 2024!)

Additional Resources

Disposition Year Chart for Common County/Local Records Retention Periods
Example of County E-Mail Retention Policy (Bartholomew Co.)
Example of County E-Mail Retention Policy (Fort Wayne/Allen Co.)
County/Local Records Management Forms
County and Local Government Links

General Resources for Government Records Management

Contact

E-mail: cty at iara.in.gov
Phone: (317) 232-3380
Fax: (317) 233-1713