Records Management Training Courses
Training is important for all Records Administrators and Records
Coordinators to actively participate in the Records Management Program.
These courses provide the foundation and knowledge for Records Management.
The Records Management training courses are available in PeopleSoft.
EL2017 –
Records Retention
& Litigation Hold
(Required Every Year)
The course covers TxDOT policy on records retention, open
records, and litigation holds. Upon completion of the course the
participant will be able to:
- Define official records.
- Comply with records management policy and procedures.
- Understand their role and responsibilities in managing official records throughout their life cycle.
- Identify and respond to an open records request.
- Respond to a litigation hold notice.
- Retain official records and securely store information related to a litigation hold.
EL2031 – TxDOT Records Management: A Program Overview
This course covers an introduction and overview of the TxDOT
Records Management Program, including roles and responsibilities
within the program and available records management resources. Upon
the completion of this course, participants will be able to:
- Define a state record and records management.
- Understand the life cycle of records created and maintained in TxDOT work units.
- Identify and describe the roles and responsibilities within the TxDOT Records Management Program.
- Locate Records Management resources including the Records Management Manual and Records Retention Schedule.
EL2032 – Building and Using a File Plan
This course provides an introduction and overview of the use
of File Plans, including the creation and use as a tool to support
records management compliance. Upon the completion of this course, participants
will be able to:
- Understand the requirements of a File Plan.
- Learn how to identify and apply records to create or enhance an existing File Plan.
- Understand how File Plans can be used as a tool to achieve compliance with records management requirements.
EL2033 – Records Disposition: Timely Destruction
or Preservation
This course provides an overview of the standard procedures
for managing and properly documenting the disposition of official
records through destruction and preservation. Upon the completion
of this course, participants will be able to:
- Understand disposition and destruction requirements.
- Identify records with special disposition (State Archives) requirements.
- Locate, complete, and submit Forms 1419 “Records Transmittal” and 1420 “Records Destruction” when retention has been met.
EL2034 – The Records Retention Schedule
This course provides an introduction and overview of the Records
Retention Schedule, including how to read and use descriptions and
retention information contained in the schedule. Upon the completion
of this course, participants will be able to:
- Understand the Records Retention Schedule legal requirements.
- How to use the information identified in the Records Retention Schedule.
- Understand how to use the Records Retention Schedule to manage your records.
- How to determine Office of Primary Responsibility of a record.