Numeric List

Numeric List of Guidelines + Advices

Update December 2020: These are our old Records Management publications. Please refer to our new Framework as many of the publications below have been replaced. Please contact us if you have questions.

Below is a list of all our old Guidelines, Advices and associated support documents.

Documents can be sorted by the filters at the top of each column.

Tool List

Document Type	Name	Issue Date	Last Update	Status	RM Principle	Topic
Advice	Advice 02 All about Appraisal	28/02/2015	28/02/2015	Under Review	1	Appraisal
Advice	Advice 03 Day Batching of Source Records	13/07/2005	2/01/2013	Under Review	3	Digitisation, RM Operations
Advice	Advice 04 Managing Electronic Communications as Records	15/07/2009	15/07/2009	Under Review	1	Digital Recordkeeping, Mobile, Social Business
Advice	Advice 05 Australian Standard AS ISO 15489 Records Management	13/07/2005	13/07/2005	Under Review	2	EDRMS Implementation, Standards
Advice	Advice 06 Information Classification tools	13/07/2005	31/08/2014	Under Review	1	Business Analysis, EDRMS Implementation
Advice	Advice 07 Information Rights Management	15/07/2009	15/07/2009	Under Review	1	Legal
Advice	Advice 08 Microfilm Reproductions of State Records	13/07/2005	13/07/2005	Under Review	3	Digitisation
Advice	Advice 09 Disposal of Scheduled Records	13/07/2005	13/07/2005	Under Review	5	Disposal
Checklist	Advice 10 Checklist Disposal of Unscheduled Records	18/05/2012	18/05/2012	Under Review	5	Disposal
Checklist	Advice 10 Checklist Disposal of Unscheduled Records	18/05/2012	18/05/2012	Under Review	5	Disposal
Advice	Advice 10 Disposal of Unscheduled Records	13/07/2005	18/05/2012	Under Review	5	Disposal
Advice	Advice 11 Short term Retrieval of State Records	13/07/2005	17/05/2017	Under Review	4	Access + Transfer
Advice	Advice 12 Preparing hard copy records for transfer to the Tasmanian Archive + Heritage Office	30/11/2013	30/11/2013	Under Review	5	Access + Transfer, Disposal
Advice	Advice 13 Writing Disposal Classes	13/07/2005	13/07/2005	Under Review	5	Appraisal, Disposal
Advice	Advice 14 The Value of Recordkeeping Metadata	13/07/2005	1/06/2015	Under Review	1	Business Systems, Digital Recordkeeping, EDRMS Implementation, Metadata, Standards
Advice	Advice 15 Transfer and Provision of Access to Cabinet Records	26/09/2005	26/09/2005	Under Review	4	Access + Transfer
Advice	Advice 16 Legal Acceptance of Records	30/12/2005	30/12/2005	Under Review	2	Legal
Advice	Advice 17 Recordkeeping by Design	14/09/2015	14/09/2015	Under Review	1	Business Systems, Metadata
Form	Advice 18 Assessment tool - Measuring Recordkeeping compliance in Business Systems	30/05/2014	30/05/2014	Under Review	1	Business Systems
Advice	Advice 18 Managing Records in Business Systems - Overview	30/05/2014	30/05/2014	Under Review	1	Business Systems
Advice	Advice 18 Managing Records in Business Systems - Questions for vendors when selecting new business systems	30/05/2014	30/05/2014	Under Review	1	Business Systems
Advice	Advice 18 Managing Records in Business Systems Part 1 - Checklist for decommissioning bus systems	30/05/2014	30/05/2014	Under Review	1	Business Systems
Advice	Advice 18 Managing Records in Business Systems Part 2 - Assessing recordkeeping functionality	30/05/2014	30/05/2014	Under Review	1	Business Systems
Form	Advice 18 Managing records in Business Systems Part 2 - Worksheet Minimum recordkeeping requirements	30/05/2014	30/05/2014	Under Review	1	Business Systems
Form	Advice 18 Managing records in Business Systems Part 2 - Worksheet Minimum recordkeeping requirements	30/05/2014	30/05/2014	Under Review	1	Business Systems
Advice	Advice 18 Managing Records in Business Systems Part 3 - Sentencing scheduled records	30/05/2014	30/05/2014	Under Review	1	Business Systems
Advice	Advice 18 Managing Records in Business Systems Part 4 - Appraisal of unscheduled records	30/05/2014	30/05/2014	Under Review	1	Business Systems
Advice	Advice 18 Managing Records in Business Systems Part 5 - Improving recordkeeping functionality	30/05/2014	30/05/2014	Under Review	1	Business Systems
Advice	Advice 20 Managing change in EDRMS implementation projects	30/11/2007	31/10/2014	Under Review	2	EDRMS Implementation
Advice	Advice 21 Plan before you scan	12/05/2015	12/05/2015	Under Review	1	Digitisation
Advice	Advice 22 Records Management Using SharePoint 2010 - considerations	30/05/2012	30/06/2013	Under Review	1	Digital Recordkeeping, EDRMS Implementation, Social Business
Advice	Advice 23 Government agencies using records in the History Room	14/05/2012	14/05/2012	Under Review	4	Access + Transfer
Advice	Advice 24 How to manage 3½ and 5¼ inch discs	23/04/2012	11/12/2012	Under Review	3	Digital Recordkeeping
Advice	Advice 25 Management of Backups	23/04/2012	23/04/2012	Under Review	3	Disaster Recovery, Information Risk
Advice	Advice 26 Disaster Preparedness and Recovery	13/06/2012	13/03/2017	Under Review	2	Disaster Recovery, Information Risk
Advice	Advice 27 Managing Email	31/10/2012	31/10/2012	Under Review	1	Business Systems, Digital Recordkeeping
Advice	Advice 28 Getting Started on the Development of an Agency Functional Disposal Schedule	30/11/2012	30/11/2012	Under Review	5	Appraisal, Disposal
Advice	Advice 29 Advice for Agencies on Managing Legacy Records	30/11/2012	30/11/2012	Under Review	5	Appraisal, Disposal
Advice	Advice 30 Digitisation Dilemmas	28/02/2013	28/02/2013	Under Review	1	Digitisation
Advice	Advice 31 Managing Records of Projects	30/04/2013	30/04/2013	Under Review	1	Business Analysis, Digital Recordkeeping
Advice	Advice 32 Implementing Information Security for Information Managers	31/07/2013	31/07/2013	Under Review	2	Information Security
Advice	Advice 33 Implementing Info Security Classification Part 1 - Overview	31/03/2014	31/03/2014	Under Review	4	Business Analysis, Information Security
Advice	Advice 33 Implementing Info Security Classification Part 2 - The Security Classification process	30/03/2014	30/03/2014	Under Review	4	Business Analysis, Information Security
Advice	Advice 33 Implementing Info Security Classification Part 3 - Security Classification controls	30/03/2014	30/03/2014	Under Review	4	Business Analysis, Information Security
Advice	Advice 33 Implementing Info Security Classification Part 4 - Establishing accountability	30/03/2014	30/03/2014	Under Review	4	Governance, Information Security
Advice	Advice 34 Implementing Information Security Classification in EDRMS	30/05/2013	30/05/2013	Under Review	4	EDRMS Implementation, Information Security
Advice	Advice 35 Implementing Information Security Part 1 - A Step by Step Approach	30/11/2013	30/11/2013	Under Review	4	Information Security
Advice	Advice 35 Implementing Information Security Part 2 - Developing an IS Plan	30/11/2013	30/11/2013	Under Review	4	Information Security
Advice	Advice 35 Implementing Information Security Part 3 - IS Governance	30/11/2013	30/11/2013	Under Review	4	Information Security
Advice	Advice 35 Implementing Information Security Part 4 - IS Policy	30/11/2013	30/11/2013	Under Review	4	Information Security
Template	Advice 35 Template Information Security Policy	30/11/2013	30/11/2013	Under Review	4	Information Security
Advice	Advice 36 Legislative Mapping for Information Managers	31/05/2013	31/05/2013	Under Review	1	Appraisal, Business Analysis, Legal
Advice	Advice 37 Keeping Digital Records Accessible	31/05/2013	31/05/2013	Under Review	4	Access + Transfer, Digital Recordkeeping
Advice	Advice 38 Information Asset owner and Digital Continuity	31/07/2013	31/07/2013	Under Review	2	Disaster Recovery
Advice	Advice 39 Developing an Information Asset Register	30/05/2013	30/05/2013	Under Review	2	Business Analysis
Template	Advice 39 Template Simple Asset Register	18/08/2015	18/08/2015	Under Review	2	Business Analysis
Template	Advice 39 Template Simple Asset Register	18/08/2015	18/08/2015	Under Review	2	Business Analysis
Advice	Advice 40 The Role of an Information Asset Owner	30/05/2013	30/05/2013	Under Review	2	Governance
Advice	Advice 41 Managing Records on Shared Network Drives	30/06/2013	30/06/2013	Under Review	3	Digital Recordkeeping
Template	Advice 41 Template Sample procedures for staff managing shared drives	30/06/2013	30/06/2013	Under Review	3	Digital Recordkeeping
Advice	Advice 42 Structuring Shared Network Drives for Recordkeeping	30/05/2013	30/05/2013	Under Review	3	Digital Recordkeeping
Advice	Advice 44 Cloud Computing Information Security Considerations	31/01/2014	31/01/2014	Under Review	4	Digital Recordkeeping, Information Risk, Information Security, Mobile
Advice	Advice 46 Treating Records with Mould	30/06/2013	30/06/2013	Under Review	3	Disaster Recovery, Storage
Advice	Advice 49 Recordkeeping for Local Government Councillors	30/06/2013	31/07/2013	Under Review	2	Governance
Advice	Advice 50 Developing a Records Management policy	31/08/2013	31/08/2013	Under Review	2	Governance
Advice	Advice 52 Identifying and Managing Vital Records	30/03/2014	30/03/2014	Under Review	3	Disaster Recovery, Information Risk
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 1 - Mail Processing	30/06/2014	30/06/2014	Under Review	2	RM Operations
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 2 - File Management	30/06/2014	30/06/2014	Under Review	2	RM Operations
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 3 - Access Management	30/06/2014	30/06/2014	Under Review	2	RM Operations
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 4 - Disposal Management	30/06/2014	30/06/2014	Under Review	2	Disposal, RM Operations
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 5 - Disaster Management	30/06/2014	30/06/2014	Under Review	2	Disaster Recovery, Information Risk, RM Operations
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 6 - Quality Management	30/06/2014	30/06/2014	Under Review	2	RM Operations
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 7 - Resource Management	30/06/2014	30/06/2014	Under Review	2	RM Operations
Advice	Advice 54 Records Management Toolkit for Local Government	30/06/2014	30/06/2014	Under Review	2	RM Operations
Advice	Advice 55 Change Management - Preparing for Change	30/03/2014	30/03/2014	Under Review	2	EDRMS Implementation
Advice	Advice 56 Management of Digital Records on a Shoestring Budget	30/04/2014	30/04/2014	Under Review	1	Digital Recordkeeping
Advice	Advice 57 Managing Social Media Records Part 1 - Overview	30/06/2014	30/06/2014	Under Review	1	Digital Recordkeeping, Social Business
Advice	Advice 57 Managing Social Media Records Part 2 - Implementing recordkeeping strategies	30/06/2014	30/06/2014	Under Review	1	Digital Recordkeeping, Social Business
Advice	Advice 57 Managing Social Media Records Part 3 - Determine what records need to be kept	30/06/2014	30/06/2014	Under Review	1	Digital Recordkeeping, Social Business
Advice	Advice 57 Managing Social Media Records Part 4 - How to Capture Social Media Records	30/06/2014	30/06/2014	Under Review	1	Digital Recordkeeping, Social Business
Template	Advice 57 Template Social Media Acceptable Use Policy	30/06/2014	30/06/2014	Under Review	1	Digital Recordkeeping, Governance, Social Business
Advice	Advice 58 Managing your agency's photographs	13/06/2014	13/06/2014	Under Review	1	Storage
Advice	Advice 60 Introduction to Risk Management processes Part 1	30/09/2014	30/09/2014	Under Review	2	Information Risk
Advice	Advice 60 Introduction to Risk Management processes Part 2 - Applying Risk Management Processes	30/09/2014	30/09/2014	Under Review	2	Information Risk
Template	Advice 60 Introduction to Risk Management processes Part 3 - Template Information Risk Register	30/09/2014	30/09/2014	Under Review	2	Information Risk
Advice	Advice 60 Introduction to Risk Management Processes Part 5 - Manage Information Risks during System Migration	14/09/2015	14/09/2015	Under Review	2	Business Systems, Information Risk, Migration
Advice	Advice 61 How to review your records holdings	31/08/2014	31/08/2014	Under Review	4	Business Analysis
Advice	Advice 62 Help We are moving	31/08/2014	31/08/2014	Under Review	4	Government Administration + Change
Advice	Advice 63 Government Administrative Change Part 1 - Management of Records Handbook	30/08/2014	30/08/2014	Under Review	4	Government Administration + Change
Advice	Advice 63 Government Administrative Change Part 2 - Advice for senior management	30/08/2014	30/08/2014	Under Review	4	Government Administration + Change
Advice	Advice 65 What to do if your Agency is Closed or Privatised	31/07/2014	31/07/2014	Under Review	4	Government Administration + Change
Advice	Advice 66 Classification Scheme Considerations	31/10/2014	31/10/2014	Under Review	1	Business Analysis, EDRMS Implementation
Advice	Advice 67 Tasmanian Government Information Security policy for Local Government	30/11/2014	30/11/2014	Under Review	2	Information Security
Advice	Advice 68 Migrating Records from Network Drives to EDRMS	31/08/2015	31/08/2015	Under Review	4	Digital Recordkeeping, EDRMS Implementation, Migration
Advice	Advice 69 Register of Records Destroyed	31/03/2015	31/03/2015	Under Review	5	Disposal, Governance
Advice	Advice 72 Overview of a Business Classification Scheme development project	31/08/2015	31/08/2015	Under Review	1	Business Analysis, EDRMS Implementation
Other	Appraisal Statement for State records required as State Archives	28/02/2015	28/02/2015	Under Review	1	Appraisal
Checklist	Checklist Assessment of your Agencies Current Information Security Practices	31/07/2013	31/07/2013	Under Review	2	Information Security
Checklist	Checklist A Quick Guide to Identifying Records for Transfer during GAC	30/08/2014	30/08/2014	Under Review	4	Government Administration + Change
Checklist	Checklist Data Collection for Transition and Recovery Planning	30/08/2014	30/08/2014	Under Review	4	Government Administration + Change
Checklist	Checklist Government Administrative Change Project Tasks	30/08/2014	30/08/2014	Under Review	4	Government Administration + Change
Checklist	Checklist How to identify Recordkeeping Requirements in Legislation	14/09/2015	14/09/2015	Under Review	2	Business Analysis, Governance, Legal, RM Operations
Checklist	Checklist Information Security Policy Implementation	30/11/2013	30/11/2013	Under Review	4	Information Security
Checklist	Checklist Selecting Records for Digitisation	12/05/2015	12/05/2015	Under Review	1	Digitisation
Checklist	Checklist Testing for Continuity of a Digital Information Asset	31/07/2013	31/07/2013	Under Review	2	Disaster Recovery
Guideline	Guideline 01 Records Management Principles Overview	18/12/2020	18/12/2020	Withdrawn	2	Governance
Guideline	Guideline 02 Retention and Disposal of State Records	13/07/2005	4/06/2015	Under Review	5	Disposal
Guideline	Guideline 03 Managing Recordkeeping Risks during Government Admin Change	31/07/2005	31/05/2014	Under Review	2	Government Administration + Change
Guideline	Guideline 04 Agency Determination of Access Restrictions	31/07/2005	31/07/2005	Under Review	4	Access + Transfer
Guideline	Guideline 05 Recordkeeping Metadata	11/08/2015	11/08/2015	Under Review	1	Digital Recordkeeping, EDRMS Implementation, Metadata
Template	Guideline 05 Template Metadata mapping	31/07/2015	31/07/2015	Under Review	1	Business Systems, Digital Recordkeeping, EDRMS Implementation, Metadata, Migration
Guideline	Guideline 06 Developing a Functional Records Disposal Schedule	13/07/2005	30/05/2015	Under Review	5	Disposal
Guideline	Guideline 07 Managing Electronic Communications as Records	31/07/2009	31/07/2009	Under Review	1	Digital Recordkeeping, Mobile, Social Business
Guideline	Guideline 08 Digitisation and Disposal of Source Records	31/07/2005	30/07/2005	Under Review	5	Digitisation, Disposal
Guideline	Guideline 09 Managing Ministerial Records	31/07/2005	31/03/2014	Under Review	5	Government Administration + Change
Guideline	Guideline 10 Outsourcing of Government Business - Recordkeeping Issues	31/07/2005	30/03/2013	Under Review	2	Government Administration + Change
Guideline	Guideline 11 Physical storage of State Records	13/07/2005	31/07/2005	Withdrawn	3	Storage
Guideline	Guideline 12 Short Term Retrieval of State Archives	13/07/2005	13/07/2005	Under Review	4	Access + Transfer
Guideline	Guideline 13 Certification for secondary storage providers	27/06/2013	25/11/2014	Withdrawn	3	Storage
Guideline	Guideline 14 Privatisation of Government Business - Recordkeeping Issues	13/07/2005	13/07/2005	Under Review	2	Government Administration + Change
Guideline	Guideline 15 Recordkeeping Strategies for Websites and Web pages	31/12/2005	31/12/2005	Under Review	1	Digital Recordkeeping, Social Business
Guideline	Guideline 16 Managing Inter-agency Transfer of Personnel Records	11/06/2009	11/06/2009	Under Review	4	Access + Transfer, Government Administration + Change
Guideline	Guideline 17 - Managing risks associated with cloud computing	30/11/2010	28/02/2014	Under Review	2	Digital Recordkeeping, Government Administration + Change, Information Risk, Mobile, Storage
Guideline	Guideline 18 Managing Social Media records	30/04/2012	30/04/2015	Under Review	1	Digital Recordkeeping, Social Business
Guideline	Guideline 19 Digital Preservation formats	23/04/2012	23/04/2012	Under Review	3	Digital Recordkeeping, Storage
Guideline	Guideline 20 Records required for legal proceedings	31/12/2012	31/12/2012	Under Review	4	Legal
Guideline	Guideline 21 Approved destruction methods for State records	8/04/2013	8/04/2013	Under Review	5	Disposal
Guideline	Guideline 22 Collaborative Workspaces	31/08/2013	31/08/2013	Under Review	2	Digital Recordkeeping, Social Business
Guideline	Guideline 23 Certification for Places of Deposit of State archives	31/08/2013	31/08/2013	Withdrawn	3	Storage
Guideline	Guideline 25 Managing Information Risk	17/09/2014	17/09/2014	Under Review	2	Information Risk

Compliance Details

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FileType

ODT

255

Office of the State Archivist

​Numeric List of Guidelines + Advices

Tool List​

Numeric List of Guidelines + Advices

Tool List