The Records Management Program provides a variety of resources related to different records management topics. If you cannot find what you are looking for, check out a different page on this site or contact us.
New Employee Tools
Exiting Employee Tools
- Agency Destruction Form (Word, 36KB)
* Note, this form is not required for the destruction of Transitory Records or Secondary Copies. You may destroy those yourself with no documentation.
For records sent to and destroyed by the Records Center, use:
- Records Center Destruction Form (Word, 28KB)
* This form is required for all records (including secondary copies or transitory records) destroyed by the Records Center.
These forms will need to be signed by your Disposition Authority.
Archival Records Transfers
The King County Archives will only accept transfer of records that have been appraised as archival. To request an appraisal, please contact County Archivist Danielle Boucher at firstname.lastname@example.org. As of September 1, 2020, the Archives is no longer reviewing records in non-archival categories before disposition unless the agency requests an appraisal. For more information, review the Archives' memo (PDF) about this change and corresponding requirements and procedures. For help in determining whether to request an appraisal for records in non-archival categories, please review the below decision tree.
Use the below transfer agreement form only for records that have met the end of their retention requirements and have been appraised as archival. Please follow the below accessioning steps before packing your records or submitting the form. Send completed form to King County Archivist Danielle Boucher at email@example.com.
Note that a transfer form is not necessary for archival records stored at the King County Records Center or filed into Content Manager.
Self Assessment Tools
Disposition After Digitization (DAD) - aka Scanning and Tossing
Disposition After Digitization (DAD) Application (PDF)
Blanket Disposition After Digitization Preapproval (PDF)
Approved DAD applications
Visit our Content Manager Job Aids page for Content Manager resources.
General Guidance and Advice
Database Records Guidance (PDF)
Guide for Document Storage Locations (PDF) - OneDrive, SharePoint, Content Manager, EDMS, CIFs
2020 Records Management Telework Report (PDF)
Managing Records at Home (PDF)
Managing Records While Teleworking (PDF)
Microsoft Teams Guidance (PDF)
Benefits of Retention Schedules (PDF)
File Plan Template (Word)
Transitory Records (PDF)
Digital Photographs (PDF)
Text Messages (PDF)
Tool/Tip: Flatten Structure in Windows Explorer (PDF)
Outlook/Email Tools and Tips
Physical Records Tools
Shared Drive Review and Clean-Up
To place a legal hold on any records in Content Manager, submit a Legal Hold Request Form located on the Content Manager Resources page.
Note that Records Management does not retain a list of all active legal holds. If you have any questions about a legal hold, contact the Prosecuting Attorney's Office or the relevant attorney directly.