NARA Business Process: Scheduling and Appraisal in ERA

1
NARA Business Process Scheduling and Appraisal
in ERA
ERA Drop 3 End User SessionsMarch 18-19,
2008Archives II, College Park, MD
2
Initial Release Functionality

• In initial release, only new form is e-115
• Agencies can create and submit 115s to NARA and
  NARA can approve 115s at end of appraisal
  process, but no workflow.

3
Subsequent Releases

• All appraisal related forms will be prepared in
  ERA and routed and approved in ERA.
• Included will be
• Structured appraisal report
• New version of NA 13133
• New version of SHU form, etc.

4
E-115

• E-115 is more like the current SF 115 than it is
  different
• Basic requirements have NOT been changed
• What is required now is still going to be
  required
• What is optional now is still mostly going to be
  optional

5
E-115

• So whats different high level view
• - Fields, allowing for sorting, searching
• Some new required information
• Controlled values
• Dependencies
• Deterministic disposition instructions
• System validation

6
E-115

• Whats different 100 foot view
• Name of organization submitting request for
  agencies with own records programs that are part
  of larger entities (usually bureaus within
  cabinet agencies), use name of bureau, not
  department
• Specific option for agency-wide functional
  schedules, as opposed to current situation
• Internal agency concurrence specific choice to
  indicate whether or not attached
• Must indicate short title or subject

7
E-115

• Overviews
• New word, old concept
• Goal is to have a standard terminology
• An item is an item is an item
• Title/description associated with a disposition
  instruction
• No longer use the term sub-item
• Overview is additional title/description
  information used to associate various items
  together.

8
E-115

• Explicit fields re whether item will be in manual
• Explicit fields re previous authorities,
  including old retention period, and re volume and
  accumulation
• Information on whether schedule is media neutral
  and current format of records