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.
Exiting Employee Tools
How to create a Disposition Request Form in Content Manager (PDF)
How to create a Disposition Request Form in Content Manager (4-Minute Demo)
Archival Records Transfers
King County Archives accepts transfer of records that have met their legal retention requirements and are appraised by the County Archivist as archival or potentially archival. If you have any questions about the appraisal or transfer of archival records, please contact the Archives at firstname.lastname@example.org or (206) 263-2480.
If you have physical records that are archival or potentially archival and have met their retention requirements, start by completing a Disposition Request Form (see guidance above).
If you have electronic records that are archival or potentially archival and have met their retention requirements, they must be filed to Content Manager (CM) to be dispositioned from that system.
Destruction After Digitization (DAD) - aka Scanning and Tossing
The Destruction After Digitization (DAD) form outlines the minimum requirements that state and local government agencies in Washington State must meet in order to lawfully destroy paper-based source records after they have been converted to a digital format by scanning. These requirements and guidelines promote best practices for ensuring access to, and retrieval of, digital images throughout their legally-required minimum retention period(s), and assist King County agencies with complying with records retention schedules; King County policies; RCW 40.14, Preservation and Destruction of Public Records; WAC 434-662, Preservation of Electronic Records; and WAC 434-663, Imaging Systems, Standards for Accuracy and Durability.
Visit our Content Manager Job Aids page for Content Manager resources.
General Guidance and Advice
Agency Self-Assessment Checklist (PDF) - can be used to prioritize work
File Planning Guidance (PDF) - including links to file plan templates
Glossary of Records Management Terms (PDF)
Managing Records at Home (PDF)
Document Naming Conventions (PDF)
Standard Work Development (PDF) - records management tips, consideration, best practices
Transitory Records (PDF)
Electronic/Digital Records Guidance
DocuSign Records Guidance (PDF)
Database Records Guidance (PDF)
Document Storage Locations Guidance (PDF) - OneDrive vs. SharePoint vs. Content Manager vs. EDMS vs. CIFs
OneDrive Records Guidance (PDF)
SharePoint and Teams - General Best Practice (PDF)
Social Media Posts - Records Retention and Disclosure Guidance (PDF)
Teams - Detailed Guidance (PDF)
Text Messages - County-Issued Cell Phones and Devices (PDF)
Text Messages - Personal Cell Phones and Devices (PDF)
Text Message Guidance - Frequently Asked Questions (FAQ) (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.
Legal Hold Guidance (PDF)
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.