Workshops & Training

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 : Tips and Tricks on cleaning up that Inbox (and Sent Mail!) while remaining in compliance with records retention schedules.

• 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.]

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State Records and Information Management

Custom Sessions

State Agency Records Coordinators are encouraged to contact State Records and Information Management to request in-person training for themselves and other agency staff.

Self-Paced Tutorials

1. 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.
   IARA Website Player | Printable PDF
2. 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.
   IARA Website Player | Printable PDF
3. 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.
   IARA Website Player | Printable PDF
4. Self-Paced Tutorial: Tips for E-Mail Management (ELRN SOI_IARA_000006):  Useful for any State Employee!
   IARA Website Player | Printable PDF

Games

• Is It Eligible for Destruction?: a Choose Your Own Records Management Adventure created for MPH Data Day 2024!
• IARA Division Quest: 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.
• 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.]
• Records Coordinators Webinar: New State Forms and Publications Revisions: An overview for Records Coordinators of updated publications, as well as revisions, deactivations, and additions to IARA's state forms. [You can also view or download the slideshow PDF.]

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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?
• 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.
• 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.
  • 2023 ED FAQ: This is compilation of frequently asked questions from schools to IARA staff and asked during the training.
• County/Local General (GEN) Retention Schedule: Video recording of the update and changes to the GEN schedule.

• County/Local Surveyors (SU) Retention Schedule: Video recording of the brand new SU schedule.

• County/Local Health Department (HD) Retention Schedule: Video recording of the brand new HD schedule.
  • 2023 HD FAQ: This is compilation of frequently asked questions from local health depts. to IARA staff and asked during the training.
• County Recorder (RE)  Retention Schedule: Video recording of the revised RE schedule.
• Non-Judicial County Clerk (CL) Retention Schedule: Video recording of the revised CL schedule.
• Public Safety Agencies (PSA) Retention Schedule: Video recording of the revised PSA schedule.
• Electronic Records & County/Local Government Offices: What You Need to Know!: Video recording of the RIM Month webinar.
• County/Local General (GEN) Retention Schedule: Video recording of the revised GEN schedule.
• Township Trustees (TT) Retention Schedule: Video recording of the revised TT schedule.

• Zoning, Planning, Development & Enforcement (LAND) Retention Schedule: Video recording of the revised LAND schedule. 

• Cities & Towns (CT) Retention Schedule: Video recording of the revised CT schedule.

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