1. Secretary/Bookkeeper In-Service
Procurement Services Dept.
Records Management
Print Shop and Mailroom
August 4th & 11th , 2017

2. Records Management What is Records Management? What is a Record?
A set of activities required for systematically controlling the creation, distribution, use, maintenance, and disposition of recorded information maintained as evidence of business activities and transactions. 
SISD abides by the records retention schedules from The State Library & Archives Commission(TSLAC)
What is a Record?
Information maintained as evidence of business activities and transactions
(original documents, in general)

3. Records Management What is a Records Management Liaison (RML)
Designated person that assists other staff members with the procedures of records disposition.
Provide guidance identifying retention schedules of different documents.
Who is the RML?
Registrar – student academic records
Secretary – Purchase Requisitions, Personnel, etc.
Other: Health, Attendance, Sped, Field Trips, Grade Books, Etc.

4. Records Management Box pick Requests Records Disposition Methods:
Use School Dude to submit a pick up order.
Orders are first reviewed and approved by Records Management before they are released ensuring that labels and/or disposition logs have been provided.
Records Disposition Methods:
Shredding
Records
A Disposition Log is required.
Non-Records (copies)
Retention (retention period has not been met yet)
Temporary
Permanent

5. Records Management Labels Permanent and Temporary Retention Records
Labels need to be filled out electronically
A disposition log is required
White SISD Records boxes required
Records Shred or Non-Records Shred
Labels can be filled out manually or electronically
Copy paper boxes are allowed

6. Official Records Call (due at the end of July)
Student Academic Permanent Records Call
Records (High Schools)
General Records Call
Schools and Departments

7. Records Management Records Room Review
Begin in August with Secondary campuses
Things to keep in mind for the review:
Organization of records
Records filed/labeled appropriately
System in place for timely response to requests (e.g. PIA requests, audits, etc.)
Records room should only contain current school year + 5 years of archive records on site.

8. Records Management Training New hire training Fall 2017 April 2018
Provided on a 1:1 as needed basis (call Tracy ext. 6468)
Fall 2017
RML Round Table meeting to discuss common records and best practices for campuses and departments
Review TSLAC Schedules (retention/destruction requirements)
April 2018
Registrars Training w/Data Management about End of Year Procedures

9. Records Management Resources Posted on the Records Management website:
Procedures
Disposition Logs
Label forms
Training videos (new)
Etc.
> Departments > Records Management

10. Tracy Manning (6468), tmanning@springisd.org
Contact Information:
Tracy Manning (6468),
Gerardo Rochin (6482), Or

11. Questions Thank You