Training

RECORDS MANAGEMENT TRAINING

Records Management 1 - Overview of Records Management Laws and Programs (1.5 hours) Registration Required. Cost: Free.

This class is an introductory class for governmental agency records management liaisons and other agency employees who want a better understanding about the records management laws in Louisiana and what their agency needs to know about records management in order to comply with these laws. The class will cover responsibilities of the records management liaison and the administrative rules governing records management in Louisiana.

This class will also stress the importance of disaster planning (business continuity planning) from the records management perspective.

Records Management 2 - Records Retention Schedule Development and Revisions (1.5 hours) Registration Required. Cost: Free.

This class is an introductory class on records retention schedules and their development and revision. This class is recommended for any agency needing to develop a records retention schedule for the first time or needing to review or revise their schedule. Class will include instruction on inventory methods and how to complete the new records retention schedule forms implemented in fiscal year 2008 by the Division of Archives, Records Management and History.

The class will review the different classes of records (vital, important and useful) and how to assign those designations to existing and future records series. The class will also review the procedures for dealing with damaged records and what to do if a disaster strikes.

Records Management Refresher Class (1.25 hours) NEW
Registration Required. Cost: Free.

This class is designed for records management liaisons who need a refresher on the key elements of records management programs or for agencies that already have a records retention schedule approved and need to review how the records retention schedule and disposal request process work together and other required elements of their records management program. Not recommended as an introductory course.

Imaging Policy/Imaging Exception Application Process (1.5 hours) Registration Required. Cost: Free.

This class is designed to give agencies considering or currently imaging records a better understanding of the records management laws and processes they need to be aware of concerning imaging and the requirements the must meet in order to use imaging for maintenance of their records. This class will also review the recently approved imaging exception application process and explain the process for applying for the exception. This class will also help agencies determine if the application may be useful to their agency.

Records Storage 1 - Storing Records in the State Records Center and Donating Records to the State Archives (1 hour)

This class will review how agencies can transfer their records to the State Records Center for temporary storage and the information they will need to provide to facilitate the transfer of the records into storage. This class will also discuss the process of how agency records are donated to the State Archives and the important differences between the State Records Center and the State Archives.

Location and Registration

Class will be offered on the dates and times listed below. All classes will be held in the auditorium at the Louisiana State Archives located at 3851 Essen Lane, Baton Rouge, LA 70809. Seating is on a first come, first serve basis. No confirmations will be sent. Registrants will only be contacted if space is not available for their selected date.

Dates for Winter/Spring 2012

Records Management 1 and 2

Afternoon Classes
Records Management 1, 1 p.m. - 2:45 p.m.
Records Management 2, 2:45 p.m. - 4:30 p.m.

Afternoon Class Dates:
Feb. 23
Mar. 20
May 16
Jun. 19

Morning Classes
Class times:
Records Management 1, 8:30 a.m. - 10:15 a.m.
Records Management 2, 10:15 a.m. - noon

Morning Class Date:
Apr. 17

Imaging Policy/Imaging Exception Application Process (IEP1)

Morning Sessions: 9:00 a.m. - 10:30 a.m.

Feb. 27
Apr. 27
May 22

Afternoon Sessions: 2:15 p.m. - 3:45 p.m.

Mar. 29
Jun. 14

Records Storage (RS)

Afternoon Sessions 3:45 p.m. - 4:30 p.m.

Mar. 27
Jun. 14

Records Management Refresher Class (RMR) NEW

Morning Sessions: 10:30 a.m. - 11:45 a.m.

Feb. 27
Apr. 27
May 22

Afternoon Sessions: 1:00 p.m. - 2:15 p.m.

Mar. 27
Jun. 14

How to Register

To register, please send us your form via fax at 225.922.1220 or via mail to Louisiana State Archives, Attn: Records Management, 3851 Essen Lane, Baton Rouge, LA 70809 so that it is received at least one day in advance of the class.

If a class you select is full, you will be contacted to reschedule for the next available date. No registration confirmations will be sent. Questions about this training can be directed to either Carrie Fager, CRM at 225.925.7552 or carrie.fager@sos.la.gov or Teresa Hardy at 225.362.5181 or teresa.hardy@sos.la.gov.

Download Records Management Training Registration Form here.