records management forms and handouts

Below, you'll find forms and handouts to help you and those in your office more effectively manage records, including email. You'll also find a form for transferring records to the archives, appointing a records management liaison, and dealing with the records of a separating employee.

Transferring Records:

• Records Transfer Form

Records Management Liaison

• Records Management Liaison Appointment Form

Employee Separation

• Employee Separation Checklist

Email Management

• Email Cheatsheet
• Email Checklist
• Permanent Email Decision Tree
• Email from External Organizations Decision Tree

Records Management Services provides support to help liaisons make decisions regarding the organization, maintenance, destruction, and transfer of public records, whether confidential or open to inspection, digital or paper, current or inactive.