Characteristics of Step 1
Creating Records Management Awareness

Step 1, Creating Records Management Awareness, is the beginning point  which characterizes records management  as having no order to it. There are no best practices at this beginning step; however, be sure to take a look at the practices that do characterize this step.

  • A) Records inventories are out-of-date or do not exist.

  • B) The local government has not approved a records management ordinance or resolution mandating a records program.

  • C) There is no agency records officer or records manager.

  • D) Records are not retired from active status and disposed of systematically according to approved retention schedules.

  • E) Written records management policies and procedures are out-of-date or do not exist.

  • F) The local government is out of compliance with the requirements of the Georgia Records Act (O.C.G.A. 50-18-90- et seq.)
Agencies at Step 1 should begin by creating awareness that records are an important resource of the agency that must be managed in compliance with the Georgia Records Act (O.C.G.A. 50-18-90 et seq). Here are a few recommendations for moving your agency from Step 1 into Step 2, Building the Records Management Foundation.
  1. Check out the information available on the Georgia Archives, Records & Information Management Services web page for advice and/or training opportunities. Records and Information Management Services.

  2. By resolution or ordinance, obtain approval for a records management plan naming a person who will coordinate and assume responsibility for records management activities. Include provisions for maintenance and security of records. Sample ordinance and resolution.

  3. Find out what's out there! Inventory the types of records that you have and where they are stored. Instructions and sample inventory forms.

  4. Obtain a copy and become familiar with the State-approved retention schedules for local governments. Have your local government adopt the schedule. Local Government Retention Schedules, City of Gainesville Retention Schedule, City of Berkeley Lake Retention Schedule.

  5. Implement the schedules. Identify the records in your inventory that have met retention requirements and destroy them. Methods for Destroying Agency Records, Certificate of Records Destruction.

  6. Retain records only as long as needed for administrative, fiscal, legal, and historical purposes and dispose of periodically in accordance with State-approved retention schedules.

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