Local Records Workshops

Local records analysts provide on-site training to local agencies. Our prepared workshops include:

Managing Public Records: Law and Practice in North Carolina – our basic introduction to the Public Records law and records management. Includes email and electronic records management.
Scanning Public Records: Laying the Groundwork – considerations and procedures to establish an imaging system.
Disaster Preparedness and Recovery – an introduction to disaster planning, response and recovery.
Email: What to Keep and How – for those especially concerned with email retention, archiving, and public records requests.

We also develop custom workshops. There is no charge for training. If you prefer, you can schedule a records management analyst and/or archivist to visit your office and conduct a consultation.





April 15, 2014
Lexington, NC 1:00 – 4:00
Davidson County Government Center
April 16, 2014 Lincolnton, NC 1:00 – 4:00
May 13, 2014 Winston-Salem 1:00 – 4:00
Forsyth County Government Center
May 14, 2014
Bakersville, NC 1:00 – 4:00
May 20, 2014 Edenton 1:00 – 4:00
Chowan County Public Safety Center
May 21, 2014
Matthews, NC 1:00 – 4:00
May 27, 2014 Wilmington 1:00 – 4:00
New Hanover Government Center

State Agency Workshops

Training is available to all state employees interested in learning more about records management (including the Public Records Law and how to create or update an office’s retention schedule), electronic, paper, and subject filing systems, handling e-mail, and handling electronic records.

All workshops will be held at the State Records Center, 215 North Blount Street, Raleigh, NC. Located directly across the street from the Governor’s Mansion. There is no charge for this training. We also offer on-site workshops when requested. We can customize on-site workshops to suit the audience.

Introduction to Managing Public Records
This presentation covers public access to records; records with special characteristics such as confidential or essential records; managing, storing, and retrieving records and helping assure their accuracy and reliability; and the security of paper and electronic files. This workshop will also provide you with an introduction to the public records law in North Carolina and to basic records management principles. You will learn about the General Schedule for State Agency Records and how a schedule is developed for your agency’s unique program records. Includes discussion and tour of the State Records Center, its services and facilities. This workshop answers questions like “What do I do when the Fire Marshal wants our records out the hallway? “How do I provide access to records containing both confidential and non-confidential information?”

Organizing Your Digital and Paper Files

For the vast majority of offices, maintaining records is still a daily factor in office work. This workshop provides concrete examples of how to organize and maintain active paper and electronic files in an efficient, easy-to-use system, designed for personnel who desire something better than a strictly alphabetical filing system, or who are challenged with organizing e-mail and other electronic documents on their desktop PC.

The Digital Divide Also Multiplies: Your Responsibilities for Managing E-mail

Every day, vast quantities of public records are created through the e-mail accounts of public employees. As public records, your e-mail messages must be retained, destroyed, and managed according to legal mandate. However, these accounts quickly become overwhelming, and many public employees do not understand their legal responsibilities regarding e-mail retention. This workshop will help you learn how to properly manage, retain and dispose of your e-mail.

Bits, Bytes, and Backups: The Basics of Electronic Public Records

Many government employees mistakenly presume that their IT department is responsible for managing electronic public records. Public records laws, however, apply to electronic records just as they do paper records, meaning that as the record creator, you are responsible for maintaining your electronic public records in accordance with your records retention and disposition schedules. Electronic records pose unique and often unexpected challenges to records management. In this workshop you will learn about the special problems associated with electronic records and basic preservation and access techniques.

Digitizing Public Records: Legal, Technical, and Practical Concerns

Many state agencies are considering imaging their public records in order to reduce storage costs and to “go paperless.” This introductory workshop provides the guidance you will need to get started, while ensuring you are in compliance with public records laws. Topics covered include legal issues relating to digitized images and creating trustworthy records, the technical aspects of digital imaging, and important considerations when selecting vendors. This presentation will also provide you with questions to consider, including “Is scanning the right option for my office?”, “What is all this technical information from the vendor?”, and “How do I select the right vendor for my project?” A vendor is usually invited to speak at the workshop, and you may contact our office to inquire further.





June 4, 2014
Introduction to Managing Public Records 9:00 – 10:30
Organizing your Digital and Paper Files 10:45 – 11:45
June 18, 2014 Basics of Electronic Public Records 9:00 – 10:30
Managing Email 10:45 – 11:45
Aug 6, 2014 Introduction to Managing Public Records 9:00 – 10;30
Organizing your Digital and Paper Files 10:45 – 11:45
Aug 20, 2014
Basics of Electronic Public Records 9:00 – 10:30
Managing Email 10:45 – 11:45

One thought on “Workshops

  1. Pingback: Workshops – State Agency fall 2012 schedule is available! « The G.S. 132 Files

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