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When and Where
  • 5/9/2024 1:00 PM CDT
  • 5/10/2024 5:00 PM CDT
  • 4/9/2024 11:45 PM CDT
  • Virtual
  • Brad Houston

The course is scheduled to run via Zoom on May 9-10, 2024, from 1:00 p.m. to 5:00 p.m. U.S. central time on both days.

In this workshop, you will get an overview of records management principles, practices, and tools to use for establishing or continuing a records management program.

Upon completion of this course, you'll be able to:

  • Explain basic records management terminology.
  • Conduct a records inventory independently.
  • Write a records retention and disposition schedule.
  • Recognize the legal requirements for records management.
  • Develop a basic understanding of electronic records management.

Who Should Attend: 

Archivists with beginning to intermediate knowledge of records management whose job description includes records management and/or who want to learn records management practices to enhance their job performance

What You Should Already Know: 

Participants should have basic knowledge of the records life cycle and other models, such as the records continuum, for following records through their various use cases. Familiarity with basic records management concepts, as found on the Glossary of Archival and Records Terminology, is helpful but not required.


Fees: Advance / Regular 

SAA Members: $239/$289

Employees of SAA Member Institutions: $299/$339

Nonmembers: $339/$399