Email Management

OhioERC Available Trainings

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Stay up to date on best practices in electronic records! The OhioERC has several trainings available for free.

  • Electronic Records Day Presentation: “Here Today, Gone Tomorrow”: This presentation compares document management systems and digital preservation systems. We discuss major workflows used to future-proof permanent and long-term electronic records and their essential metadata. In addition, a Records and Archives Management case study from Greene County is shared to bring to light essential differences between document management and preservation systems.
  • Email Management Training Series: This email management training series provides information and best practices on managing email. The training series is divided into four sections: Email As A Record, Email Clean-up Strategies, Email Filing and Organization, and Microsoft 365 Outlook Email Management.
  • Social Media: The Records Management Challenge: This course provides an overview of social platforms and how government entities use those platforms; the records management aspect of social media; unique challenges associated with capturing and disposing of social media content; how to manage and respond to citizen interactions with government social media and the balancing act of being both of public employee and private citizen on social media. 

View our trainings/events page for these trainings and more!

Spring cleaning your electronic records

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As you begin to tackle your spring cleaning projects, consider adding your public email accounts to your list. Not only can maintaining a clean email account lead to greater efficiencies for you and your employer, it can also help to limit maintenance and storage costs, reduce public record response time, and decrease your public entity’s potential liability.

As a reminder, the Ohio Electronic Records Committee has created a new virtual interactive training series that is designed to provide information and best practices. As you’re cleaning up your email accounts this spring, we encourage you to review the following:

  • Examples of non-records and transient records that may be deleted immediately – Part One at 3:27 and Part Two at 11:34.
  • Questions you can use to determine whether a specific email should be retained – Part One at 5:17.
  • Tips for managing email threads and attachments – Part One at 7:52
  • Suggestions for sorting and organizing your email inbox – Part Two at 12:54 and Part Four at 0:25.
  • Best practices for setting up an efficient and effective email filing system – Part Three at 7:22.
  • Suggestions for creating automatic retention rules for emails in Microsoft Outlook – Part Four at 6:20.

It’s important to give your electronic records attention throughout the year, but sometimes we all need an extra boost to get us motivated. Spring is an excellent time to review your approach to recordkeeping and establish some new best practices to keep you on track throughout the year. We encourage you to watch the entire training series for more information. The series takes approximately one hour to complete and a Certificate of Completion is provided at the end of Part Four.

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: