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Records Management for State Employees: Online Tutorials

Pile of IARA online training slidesThe IARA Records Management Division has developed three online tutorials for state employees.

Each course can be taken in Peoplesoft ELM for employee learning credit, or right here on the IARA website for reference, review, or presenting to staff members at a meeting. Screenreader users can also download text-only versions in Microsoft Word, or PDF. (Only the ELM classes will provide employee learning credit.)

  1. Records Management Basics (IARA_WBT_0001): How and why we manage public records in state government, and how IARA can help.

    Required for Agency Records Coordinators and for all new state employees as of January 2019. (New employees are enrolled by Indiana State Personnel as part of the Employee Onboarding process.) Strongly suggested for any employee who hasn't already taken it during Onboarding. 

    IARA Website Player | Text-only version (MS Word)Text-only version (PDF)
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  2. Reading and Understanding Records Retention Schedules (IARA_WBT_0002): What a Retention Schedule is, what it looks like, and how to apply it.

    Required for Agency Records Coordinators, useful for any state employee.

    IARA Website Player | Text-only version (MS Word) | Text-only version (PDF)
  3. Creating and Updating Records Retention Schedules (IARA_WBT_0003): A guide to the process of working with IARA to make sure your agency Retention Schedule is current and accurate, and how to update it when that's not the case.

    Required for Agency Records Coordinators and mostly geared toward them, but also useful for agency and division directors or any employee who may be asked to assist in an update project.

    IARA Website Player | Text-only version (MS Word)Text-only version (PDF)
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  4. Tips for E-Mail Management (No Learning Center number yet):  Useful for any State Employee!

    IARA Website Player | Text-only version (MS Word)Text-only version (PDF)
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For most state employees, items 1,2 and 4 will cover the general information you need to know about managing records in your agency, and they can be accessed from the web at any time, without leaving the comfort of your desk.

Our goal is to provide additional tutorials on more specific topics in the future, developed by our staff specialists in each area. As those become available, we'll be sure to inform you about new learning opportunities!

Need Help?

If you have questions about the CONTENT of the courses, please contact IARA's Records Management Division at rmd@iara.in.gov or 317-232-3285.

If you have questions or problems with logging in/enrolling/navigation in ELM, or receiving credit for the ELM courses you've taken, please contact the SPD Learning & Development Systems Support Team at SPDTraining@spd.in.gov.