The On-site Visit

In 2016, many local governments hosted on-site visits by Government Records Section records analysts. One of our core services for local governments (and state agencies), the on-site visit is when we travel to your office to answer your questions, discuss your records management issues, and review your records rooms. In 2016, records analysts:

  • Met with county health departments to answer questions about Electronic Records and Imaging policies.
  • Met with municipal clerks to discuss minutes storage and microfilming.
  • Reviewed records stored in basements and closets and tagging those that were eligible for destruction.

Many people in your office may have questions about records. We can conduct a single meeting with a large group, or a series of shorter meetings with smaller teams, depending upon what will work best. If possible, let us know in advance who will be attending and where they work.

You and your records analyst together will draft an agenda prior to the meeting. The agenda lists the topics for discussion. This way, the records analyst can research specific subjects in advance of the on-site visit. The analysts can suggest steps that you can take ahead of the meeting, such as write a draft Electronic Records and Imaging Policy or have the latest records retention schedule approved by your governing board.

Put an on-site visit from a Government Records Section records analyst on your New Year’s resolution list for 2017.

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