• Managers and Supervisors Toolkit

    This toolkit contains resources to help managers and supervisors fulfill their recordkeeping responsibilities. Properly maintained records support business process efficiency and efficacy. This toolkit supplements the training, "Records Management for Managers and Supervisors."

    • Tips: Recordkeeping Responsibilities
    • Tips: Designating a Recordkeeper
    • Tips: Recordkeeping Rules
    • Guide: Organizing Records
    • Guide: Naming Records
    • Tool: Filing Rules Template
    • Tips: Getting Rid of ROT (Redundant, Obsolete, and Trivial) Records
    • Tips: Records Clean-up
    • Tool: Records Clean-up Metrics Collection
    • Tips: Employee Performance Objectives for Recordkeeping
    • Tool: Records Management Training Plan Template for Employees
    • Tips: Employee On-boarding and Recordkeeping
    • Tips: Employee Off-boarding and Record Retention

    Updated 4/23/2024