1. Do you have a Record? IMOIOALL Welcome to your “Turbo Tax” for Records! Answer the questions below to determine if your document is a Record and what the proper steps to preserve or dispose of it. FAQ Records Life Cycle Helpful Links Common Forms 1)Is it a recordkeeping copy? a) Did you create, receive and/or maintain the information as part of your job, and is it the “one- of-a-kind” or the only readily available copy of information created in the course of your duties?“one- of-a-kind” Yes No About Protection of Records

2. Do you have a Record? IMOIOALL 1)Is it a recordkeeping copy? b) Does the information provide the unique, authentic, and / or best known complete and accurate evidence of activities and actions performed by you or a group you work in, as part of your business function or a special project (eg)?eg Yes No FAQ Records Life Cycle Helpful Links Common Forms About Protection of Records

3. About: The Record Management Portal is a tool to be used to discover if a document is a record. If it is a record, the portal will help to decide what steps are to be taken in it’s protection, preservation, and disposition. Back

4. Protection of Records Answer the questions below to determine how your Record should be preserved or disposed of it. Does your Record contain any Personal Identifiable Information (PII)? Please select all that apply. Social Security Numbers FAQ Records Life Cycle Helpful Links Common Forms About Protection of Records Dates of Birth Medical Information Financial Accounts Credit Card Numbers BackNext

5. Protection of Records Answer the questions below to determine how your Record should be preserved or disposed of it. FAQ Records Life Cycle Helpful Links Common Forms Does your Record contain information subject to litigation holds or FOIA requests? Please select all that apply. litigation holds FOIA requests About Protection of Records Litigation Holds FOIA Requests BackNext

6. Litigation Hold Content Protect responsive information(i.e., record and non-record) that you are holding according to NARA Legal hold Notices issued pursuant to Interim Guidance 825- 1, Holds for Operational Records and Other Related Documentary Materials Back

7. FOIA (Freedom of Information Act) FOIA hold content - Unless you have been contacted, directly or indirectly through your supervision (e.g., Office Head) by NARA's FOIA Officer in NGC or other NGC staff regarding a specific FOIA request, you likely do not have custody of responsive documentation. Back

8. Disposition Disposition is… Back

9. One-of-a-kind in today’s electronic world often means it’s a print-out with handwritten notes, handwritten material, or a hard copy with no corresponding electronic source file(s). Back

10. e.g., calendars, meeting minutes, project reports, guidance products, business process analysis. Back