This page contains both self-paced tutorials and recordings of previous live webinars. You can find information on upcoming live webinars on our News and Events page!
For additional records and information management information, see our Publications page for IARA's handbooks, guidelines, and policies.
QuickLinks: Electronic Records
Most of this information applies to both State and County/Local government.
Self-Paced Tutorials
- E-Mail Management Tips: Available in the SPD Learning Center in SuccessFactors for state government employees, and viewable for all government offices right here on the IARA website for reference, review, or presenting to groups. (Contains links to text-only screen reader versions as well.)
Webinars
- Email Spring Cleaning Workshop (April 2023): A collaboration between the E-Records and Records Management teams. Tips and Tricks on cleaning up that Inbox (and Sent Mail!) while remaining in compliance with records retention schedules.
- Critical Records Program (November 2023): A collaboration between the state agency and county/local office divisions within IARA's Records and Information Management section. Explains the brand new Critical Records Program and how it relates to both state and county/local governments and their critical records, as well as changes to format requirements for critical and other long-term records.
- Electronic Records & County/Local Government Offices: What You Need to Know!: A collaboration between County/Local and Electronic Records. Video recording of the RIM Month webinar.
- Responsible Records Destruction for State of Indiana Agencies : A collaboration between State Records Management, Electronic Records Management, and the State Records Center. Discusses the rules, methods, and options for legally and responsibly disposing of state agency records in both physical and electronic formats, including changes to the process of requesting confidential shredding. [You can also view or download the slideshow PDF.]
State Records and Information Management
Self-Paced Tutorials
IARA suggests that you view the numbered tutorials in the order listed here, because each builds on concepts introduced in the previous course.
- Self-Paced Tutorial: Records (and Information) Management Basics (ELRN SOI_IARA_000001): How and why we manage public records in state government, and how IARA can help.
Required for Agency Records Coordinators and for all new state employees as of January 2019. (New employees are enrolled by Indiana State Personnel as part of the Employee Onboarding process.) Strongly suggested for any employee who hasn't already taken it during Onboarding.
IARA Website Player | Printable PDF | Text-only version (MS Word) | Text-only version (PDF) - Self-Paced Tutorial: Reading and Understanding Records Retention Schedules (ELRN SOI_IARA_000002): What a Retention Schedule is, what it looks like, and how to apply it.
Required for Agency Records Coordinators, useful for any state employee.
IARA Website Player | Printable PDF | Text-only version (MS Word) | Text-only version (PDF) - Self-Paced Tutorial: Creating and Updating Records Retention Schedules (ELRN SOI_IARA_000003): A guide to the process of working with IARA to make sure your agency Retention Schedule is current and accurate, and how to update it when that's not the case.
Required for Agency Records Coordinators and mostly geared toward them, but also useful for agency and division directors or any employee who may be asked to assist in an update project.
IARA Website Player | Printable PDF | Text-only version (MS Word) | Text-only version (PDF) - Self-Paced Tutorial: Tips for E-Mail Management (ELRN SOI_IARA_000006): Useful for any State Employee!
IARA Website Player | Printable PDF | Text-only version (MS Word) | Text-only version (PDF)
Educational Game
- Is It Eligible for Destruction?: a Choose Your Own Records Management Adventure created for MPH Data Day 2024!
- IARA Division Quest (New as of October 2024!): an Archival Adventure Game to celebrate Archives Month 2024!
Webinars
- Email Spring Cleaning Workshop (April 2023): A collaboration between the E-Records and Records Management teams. Tips and Tricks on cleaning up that Inbox (and Sent Mail!) while remaining in compliance with records retention schedules.
- Critical Records Program (November 2023): A collaboration between the state agency and county/local office divisions within IARA's Records and Information Management section. Explains the brand new Critical Records Program and how it relates to both state and county/local governments and their critical records, as well as changes to format requirements for critical and other long-term records.
- Responsible Records Destruction for State of Indiana Agencies: A collaboration between State Records Management, Electronic Records Management, and the State Records Center. Discusses the rules, methods, and options for legally and responsibly disposing of state agency records in both physical and electronic formats, including changes to the process of requesting confidential shredding. [You can also view or download the slideshow PDF.]
Custom Sessions
State Agency Records Coordinators are also welcome to contact State Records and Information Management to discuss agency-specific in-person training for themselves and for other agency staff.County/Local Records and Information Management
Self-Paced Tutorials
Records and Information Management Training for County/Local Government Offices: An overview of Records Management basics, plus procedures and options specific to county and local governments. Playable right here on the IARA website for reference/review, or presenting to groups. (Contains links to text-only screenreader versions as well.)
Webinars
- 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 have been made to simplify the process in 2022.
- What Is the County Commission of Public Records?: What is it, how does it work, and how does it affect your records destruction and transfer? (March 2023)
- How to Use the PR-1 Forms (SF 30505 and SF 57236) + Changes to the Process in 2023: Video tutorial on filling out the Request for Permission to Destroy Certain Public Records (PR-1A) and Request for Permission to Transfer Certain Public Records (PR-1B), and the changes that have been made to simplify the process in 2023. (April 2023)
- Educational Institutions (ED) Retention Schedule: Understanding the revisions approved by the Oversight Committee on Public Records in April 2023 to the Educational Institutions (ED) retention schedule including the deactivations, amendments, and brand-new record series. (May 2023)
- 2023 ED FAQ: This is compilation of frequently asked questions from schools to IARA staff and asked during the training. (December 2023)
- County/Local General (GEN) Retention Schedule: Video recording of the update and changes to the GEN schedule. (June 2023)
County/Local Surveyors (SU) Retention Schedule: Video recording of the brand new SU schedule. (August 2023)
- 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)
- Critical Records Program : A collaboration between the state agency and county/local office divisions within IARA's Records and Information Management section. Explains the brand new Critical Records Program and how it relates to both state and county/local governments and their critical records, as well as changes to format requirements for critical and other long-term records. (November 2023)
- County Recorder (RE) Retention Schedule: Video recording of the revised RE schedule. (New as of January 2024!)
- Non-Judicial County Clerk (CL) Retention Schedule: Video recording of the revised CL schedule. (New as of February 2024!)
- Public Safety Agencies (PSA) Retention Schedule: Video recording of the revised PSA schedule. (New as of March 2024!)
- Electronic Records & County/Local Government Offices: What You Need to Know!: Video recording of the RIM Month webinar. (New as of April 2024!)
- County/Local General (GEN) Retention Schedule: Video recording of the revised GEN schedule. (New as of October 2024!)
- 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!)
State Forms Program
Please visit the State Forms Program homepage to view their growing collection of forms design tips and how-tos.