Records Management Training

Note: online training can be taken at any time by clicking on the class name below, and do not require pre-registration.

Fundamental Records Management Training: Core curriculum for understanding the records management responsibilities of government employees.

• Basic Records Management: This online class defines the different types of records and explains how Retention and Disposal Schedules assist and protect Michigan government agencies. This class will help all government employees comply with their records management responsibilities. (32 minutes) (class handout)
• How to Manage Records: This online class describes best practices for managing paper and electronic recordkeeping systems. The target audience is employees with responsibilities for managing centralized recordkeeping systems. However, many employees will benefit from the tips that are provided. (44 minutes) (class handout)
• Records Management for Managers and Supervisors: This online class explains the records management responsibilities of managers and supervisors. (38 minutes) (class handout) (toolkit)

Single-Topic Records Management Training: Short classes (30 minutes or less) that focus on a specific recordkeeping topic.

• Introduction to Records Management: This online class provides a brief introduction to the records management responsibilities of Michigan government employees. (14 minutes) (class handout)
• To Keep or Not to Keep?: This online class defines what is an official record that needs to be kept in compliance with a Retention and Disposal Schedule, and what are unofficial records that can be destroyed to save money and reduce risk. (9 minutes) (class handout)
• Filing and Storing Records: This online class provides information about how to file and store records effectively. (9 minutes) (class handout)
• Understanding Records Retention: This online class explains what records Retention and Disposal Schedules are, and how they help agencies manage records. (8 minutes) (class handout)
• Records Clean-up: This online class encourages government agencies to destroy records on a regular basis in compliance with an approved schedule. (7 minutes) (class handout)
• Email Management: This online class provides information about how to manage email records. (10 minutes) (class handout)
• Email Organization: This online class provides tips for keeping a clean email account. (20 minutes) (class handout)
• Snack It & Pack It: This online class provides tips for how to clean up your office. (8 minutes) (class handout)
• Destruction of Confidential Records: This online class encourages agencies to destroy confidential records using a method that ensures the information cannot be re-constructed or accessed inappropriately. (9 minutes) (class handout)
• Document Imaging: This online class explains how to create digital images of paper records that are authentic reproductions of the originals and are compliant with Michigan laws and standards. (29 minutes) (class handout)
• Electronic Document Management: This online class explains the benefits of using an Electronic Document Management (EDM) system to manage electronic records, including digital images, email, and more. (28 minutes) (class handout)

Training Requests: DTMB Records Management Services can provide training about records management requirements and best practices to statewide professional groups representing local government employees. Other groups are encouraged to utilize the online training published on this website. Submit a Training Request.

Updated 2/14/2023