Resources

These items are both a part of the New Employee Records Management Toolkit as described in Executive Policy INF-15-6-EP.

New Employee Onboarding Checklist (Word)
Basics of Records Management Brochure (PDF)
4 Essentials of Records Management (PDF)
4 Essentials of the Public Records Act (PDF)

These items are both described as appendices to Executive Policy INF-15-5-EP.

Exiting Employee Checklist (PDF) (Word)

• 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.

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 dboucher@kingcounty.gov. 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.

• Archival Significance Decision Tree (PDF)

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 dboucher@kingcounty.gov.

• Archival Records Accessioning Steps (PDF) 
• Archival Records Transfer Agreement (Word or PDF)

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 for Records Management Leads
Self Assessment for Agency Records Officers
Self Assessment Guide (PDF)

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.

When to Save or Delete Emails (PDF)
Create Outlook Rules (PDF)
Delete your Deleted Items (PDF)
View all Emails in One Folder (PDF)
Filtering and Deleting Transitory Emails (Word)

Physical Records Overview (PDF)
Physical Records Checklist (PDF)
Records Center Box Packing Guide (PDF)
High-level inventory form (Excel)
Box-level inventory form (Excel)

1. Tools and Resources Checklist (PDF)
2. File Inventory Review (PDF)
3. File Planning and Moving Files (PDF)
4. Dispositioning Records (PDF)
5. File Organization and Maintenance Plan (PDF)

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.