Email Management

New Email Management Series Training Series Module

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The Ohio Electronic Records Committee is excited to announce a new virtual, interactive Email Management Training Series. The training series will provide information and best practices on managing email. The four sections of the training are Email As A Record, Email Clean-up Strategies, Email Filing and Organization, and Microsoft 365 Outlook Email Management. This training was made possible due to grant funding provided by the Ohio Historical Records Advisory Board and the National Historical Publications and Records Commission. Thank you to these organizations for their continued support of the Ohio ERC!

The Email Management Series online training is for use by state and local government officials and employees. The training will take approximately one hour. A Certificate of Completion will be provided for this training series at the end of Part Four.

Access the training modules for free at the links below:

Records and Information Management Month: Tips and Guidelines

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April is Records and Information Management Month. This April may look and feel very different than what Records Management professionals are used to. Many of us are currently working remotely and there is no better time than now to ensure good record keeping and best practices in your workplace. Here are some things to consider that can promote efficient and effective electronic record keeping in your organization during this time.

  • Are people in your organization working from home? Do they know their responsibility regarding managing electronic records? This month would be a great time to review your organization’s shared drive management and electronic records management policies and procedures.
  • Is your organization using text messaging to document business activities? Check out ERC’s Tips for Text Messaging Retention for best practices and risks/liabilities of using text messages for government business.
  • Have you been communicating more than ever through email? Review our Guidelines for Managing Email to ensure your organization is retaining emails effectively.
  • Is your organization communicating and posting via social media to interact with constituents? Check out ERC’s  Social Media Resources, including the new online training module, Social Media: The Records Management Challenge (2020) .