Preparing Records for Offsite Storage

This one day course provides the participant with hands-on experience in preparing records for offsite storage. Emphasis is on preparing inactive records that use the ARCS/ORCS, LGMA or BASCS records classification systems. In addition, a tour of an offsite storage facility will be offered.

Prerequisite: Understanding of the structure and how to use functional-subject based classification systems such as ARCS/ORCS, BASCS, or the LGMA Records Classification System. See RIM 103 Using ARCS and ORCS for more information.

What You’ll Learn:

  • How to tell if your organization is required to use the BASCS, ARCS/ORCS or LGMA records classification systems.
  • The importance of the records retention schedule.
  • Why inactive records should be sent to offsite storage locations.
  • How to purge documents and files before offsiting.
  • How to ensure file information is captured in the corporate memory.
  • How to assemble boxes.
  • How to determine if file jackets can be re-used.
  • How to complete records transfer forms.
  • The different types of records transfer forms.
  • How to prepare records for destruction.
  • How to label boxes.
  • How to prepare box lists.
  • How to send boxes to offsite storage locations.
  • How to recall boxes from offsite storage locations.
  • How to retrieve boxes from offsite storage locations.
  • How to return files and boxes to offsite storage locations.

Who Will Benefit
This course is designed for staff that is responsible for preparing records for offsite storage. In addition, staff that calls for records from offsite storage and returns records to offsite storage will benefit by learning what happens in offsite storage locations.

Jobs Affected (Competencies Addressed)
All jobs that require the ability to prepare inactive records for offsite storage.

Instructional Approach
Lecture, discussion, hands-on individual and group exercise(s), tour of an offsite storage facility.

Course Cost
$695.00

Register for the Course
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