2017 Playbook for Federal Records Management 2

Federal records managers are facing a perfect storm in records management:

  • OMB directives require that agencies transition to all electronic records
  • Agency record volumes are growing exponentially
  • Record formats and platforms are proliferating
  • Records are constantly under cyberattack
  • New political leaders are unaware of records requirements and risks

How can agencies navigate all these factors even if resources are constrained and budgets may be cut? Digital Government Institute has partnered with Veritas to help industry and government come together to generate solutions during this transition.

The 2017 Playbook for Federal Records Management provides a step-by-step approach to managing records electronically. The goal of this playbook is to enhance agency best practices in electronic RM, by providing some specific steps agency personnel can take to make headway on the journey to electronic RM including:

  • Capturing all email messages by user
  • Capturing all files and archive official/permanent records
  • Automating provisioning to assign record types
  • Automating classification of records
  • Authorize qualified users to reclassify email and files
  • Confidently delete temporary records
  • Regularly export Capstone records

This playbook also provides a clear roadmap to compliance with the 2012 Managing Government Records Directive to electronically store all permanent government records by 2019. It also includes:

  • Links to federal initiatives impactive records management
  • Information on NARA’s role and advice for a new political appointees
  • Best practice advice
  • Additional tips and techniques

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