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How to manage your information
Guidance for public offices and local authorities on how to manage information and records under the Public Records Act.
This includes key obligations, planning and strategy, and day-to-day implementation of information management processes.
Key obligations and the standard
Key obligations for public sector organisations under the Public Records Act and the mandatory Information and records management standard
Planning and strategy
Guidance on the planning, strategy and governance of public sector information management, including key roles, capability building and training
- Information and records management strategy ⟩
- Information and records management policy ⟩
- Information and records management capability ⟩
- Education and training providers ⟩
- Executive sponsor - Roles and responsibilities ⟩
- Information assets ⟩
- Effective information and records management ⟩
- Integrated information and records systems ⟩
- How to develop an OIA information search policy ⟩
Implementation
The day-to-day implementation of your organisation's information management strategy and plans, with practical guidance on specific processes and requirements
Appraisal
Appraisal is about identifying and assessing your organisation's business context, activities and risks so you can decide what information and records to create and how to manage them over time.
Disposal
Learn about disposal for public sector organisations, including getting disposal authorities and carrying out disposal decisions through transfer or destruction
Transfer
Transfer to us — or an approved repository — is one of the most common ways public sector organisations dispose of records. Read our guidance on the transfer process for both for physical and digital records.
Digital
Resources on digital processes, practices and tools for public sector information managers.
- Best practice guidance on digital storage and preservation ⟩
- Digitisation guidance for public offices and local authorities ⟩
- Cloud services ⟩
- Microsoft 365 ⟩
- Checksums ⟩
- Managing websites as records ⟩
- Web archiving ⟩
- Authority to retain public records in electronic form only ⟩
- Digital storage policy ⟩
- Destruction of source information after digitisation ⟩
- File format migration ⟩
- Text messages and other communications ⟩